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Set up requests template in Identity Manager

Owned by Ann Base (Deactivated)
Last updated: Dec 18, 2023 by Josefin Klang (Deactivated)
3 min read

This article describes how to set up or edit a requests template in Identity Manager Admin.

A request in Smart ID Identity Manager is a structural object that may be useful if a customer, for example, wants the user to request a card without producing it right away. It can be used to add additional information, like PDF documents, receipts, and so on. Requests can easily be integrated in mass production in order to produce an amount of cards automatically.

Prerequisites

Before setting up the template, make sure that the following things apply:

Step-by-step instruction

  1. Log in to Identity Manager Admin as an admin user.



  1. In Identity Manager Admin, go to Home > Requests.

  2. To add a request template:

    1. Click +New. Enter a Name and a Description.

    2. Select a Data Pool.

    3. Click Save+Edit.
      The Request panel is shown.

  3. To edit an existing requests template, double-click on its name.



  1. Select a State Graph from the selection box.
    New tabs are displayed, one for each state in the connected state graph.

    If no different states are needed, select StatelessStateGraphDefinition  as state graph.



Select a process for creating a new instance of a request.This process is started when a user selects the template in Identity Manager and clicks NEW:

  1. In Process, select a process in the selection box.











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