Introduction

HelloID Dynamic Forms are a flexible and powerful tool for your organization. Each form can be as simple or as complex as you need it to be; from a single page with a one text box, to a multi-step wizard with drop downs, radio buttons, check boxes, and more.

Forms provide a front-end interface for both Self Service requests, and for Delegated Tasks. In the case of Self Service requests, the form allows users to provide additional information about their request (e.g., intended return date of an asset). In the case of Delegated Tasks, the form allows users to retrieve and manipulate data from wherever you so choose (e.g., enable/disable user accounts, update attributes, create groups, etc.).

Each form field can be connected to a data source for added functionality. Data sources can be static lists that you define inside of HelloID (this is good for centralized management of data that rarely changes), or data pulled from an external API.

All scripts run by a form, whether on submission or as part of a data source, are built with Microsoft PowerShell. This provides you with an industry-standard means of extending HelloID's functionality within your organization.

Forms Overview

Navigate to Self Service > Forms to see an overview of all the forms available in your HelloID environment. 

The following information is displayed for each form:

1. Name
   This column displays the form's name. Click Edit under the Actions column to change this value.
2. Actions
   Details of the form may be viewed and changed by clicking Edit. A form may be removed from HelloID by clicking Delete.

Next: Learn how to create and use forms.