This article describes how to configure templates for lookup tables in Smart ID Identity Manager
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. this is done in Identity Manager Admin
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. The actual values of these lookup tables can then be entered in Identity Manager
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Operator.
Lookup table entries can be used to create selection lists for any kind of user-defined objects. For example, a list of departments, or a list of addresses for locations. Lookup tables provide a mechanism to add a generic set of data, which can be used in a search within a form.
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Before setting up the template, make sure that the following things apply: |
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Step-by-step instruction
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- to Identity Manager Admin as an admin user.
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| title | Add lookup table template |
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In
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Identity Manager Admin, go to Home > Lookup Tables. To add a lookup table template: Click +New. Enter a Name and a Description. Select a Data Pool. The data pool must be of the "Lookup Table" data source type. Click Save+Edit.
The Lookup Table panel is shown.
- To edit an existing lookup table template, double-click on its name.
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- Objects of a lookup table do not have any state, so select StatelessStateGraphDefinition in the State Graph selection box.
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Select a process for creating a new instance of a lookup table. This process is started when a user selects the template |
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in Identity Manager and clicks NEW: - In Process, select a process in the selection box.
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| title | Set quick search fields |
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Select the data pool fields that are to be used in the quick search in the Home tab of |
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Identity Manager: - Click Field Selection.
- Check the fields to be used in quick search.
- If you want to change the view order, select a field, and move it up or down with the arrow buttons.
- Click OK.
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To specify which users and roles shall have read access to the template: - Go to the Permissions tab.
- Click on the users in the Read area.
- To add permissions for a specific user, click the Add user icon and select the user in the drop-down list.
- To add permissions for a role, click the Add role icon and select the role in the drop-down list.
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| title | For each state: set form and processes |
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For each state of the object, select a form for how to display the object in this state. Also select processes to be started for commands like Save and Delete: - Go to the tab for the specific state, for example Active.
- In Form, select the form to display the object contents of this type in the given state.
- If you want to specify processes that shall be started for Default Commands, such as Save and Delete, select those processes in the drop-down lists.
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Identity Manager, the default commands are displayed as symbols above the panel. These commands can have different effects depending on the current state. If you want to offer another command i
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n Identity Manager for the given state, click + in Additional Commands. Select the Process to be displayed. Optionally, to copy data from a data pool to the start form of the process, choose a Mapping. In
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Identity Manager, the added commands will be shown in the What do you want to do? panel on the right.
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| title | Save the identity template |
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- Click Save.
If any mandatory settings are missing, an error message will be shown. Otherwise, there will be a message saying Successful saving.
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Additional information
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