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Development · LessonBy , SailPoint Trainer, 7 yrs · Published · IdentityIQ 8.4 · all levels

Forms & UI config

Building forms in SailPoint IdentityIQ: provisioning policy forms, workflow forms, field types and dynamic behaviour.

Quick answer

Building forms in SailPoint IdentityIQ: provisioning policy forms, workflow forms, field types and dynamic behaviour.

Key takeaways
  • Forms capture data in policies, workflows and requests
  • Fields have types and live in sections
  • Dynamic show/hide/require and refresh behaviour
  • Validation keeps input clean before provisioning

Where forms appear

Forms drive data capture in IdentityIQ: provisioning policy forms at account creation, workflow forms during a process, and request forms in Lifecycle Manager.

Fields and sections

Forms are built from fields with types (string, boolean, select), organised into sections, with values sourced from attributes, allowed-value rules or field value rules.

Dynamic behaviour

Fields can be hidden, required or refreshed based on other fields, giving a responsive experience without custom UI code.

Validation

Field validation and rules keep input clean before it reaches provisioning, reducing downstream errors.

Practice challenge

+0 XPStreak ×0
Question 1 of 1
What computes a form field’s default value?

Frequently asked questions

What does the term Forms & UI Configuration refer to in SailPoint?
Forms drive data capture in IdentityIQ: provisioning policy forms at account creation, workflow forms during a process, and request forms in Lifecycle Manager.
What else is worth knowing about Forms & UI Configuration?
Forms are built from fields with types (string, boolean, select), organised into sections, with values sourced from attributes, allowed-value rules or field value rules.
What is the practical takeaway on Forms & UI Configuration?
Fields can be hidden, required or refreshed based on other fields, giving a responsive experience without custom UI code.
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