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Development · Lesson

Forms & UI config

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.

Want to learn this properly?

Our live, instructor-led SailPoint Training covers this hands-on, with real projects and a certification path.

Check your understanding

  1. What computes a form field’s default value?

    • A. A correlation rule
    • B. A field value rule
    • C. A connector
    • D. An audit event
    Show answer

    B. A field value rule

    Field value rules compute defaults or derived values for form fields.

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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