Pages tab of the Provide Information action

Add the Provide Information action to ask someone for information when the service is requested. On the Pages tab, configure the input pages of the Provide Information wizard in the Web Portal, in which each page contains one or more service attributes to which the user needs to provide input. For example, in an onboarding workflow you may need quite a lot of information. Instead of presenting the relevant service attributes as a long list, you can split the service attributes into an input page for address and contact details, followed by several pages for information about the employee’s roles and projects.

Configuration

Field

Explanation and Tips

Page number

  • Click the page numbers to navigate the pages of the wizard during configuration.

Page detail

  • Page names are not mandatory.
  • Optionally, specify a description for each page. This allows you to provide users with additional information about the page and its context in the service. The markup editor supports basic styling functionality like headers, block quotes, color and numbered lists, but also hyperlinks and drag-and-drop.
  • Click the edit button to set a page as active or inactive, or to configure a page condition.

Active pages

  • You can set pages to active or inactive. Inactive pages are hidden in the wizard in the Web Portal, Mobile Client and Management Portal. Their configuration is not applied, but stored only. This makes it easier to reuse the configuration of redundant pages at a later stage. You can configure the settings of pages while they are inactive.

Conditions

  • You can optionally set a condition on each page that determines if it is shown or skipped, or even the entire action. For example, if users need to provide values for a new employee:
    • You can make the page for home address information conditional, based on the value of the person attribute "home address": Skip that page and go to the next one if the attribute contains a value; show the page if it does not.
    • You can make a basic set of pages for information that all new employees need to fill out; plus an additional set of pages that is conditional, based on an attribute that specifies a project assignment. If there is no project assignment, the wizard can skip all remaining pages upon completion of the last page of the basic set.
  • If you configure a condition, you can compare values as integers or as strings.
    • Select Integer to compare values numerical. Only integer values can be compared: non-integer values (e.g. 2.5 or 123abc) resolve as "0". You can compare values from –9,223,372,036,854,775,808 to 9,223,372,036,854,775,807.
    • Select String to compare values. This is a binary comparison of characters (case-sensitive). For example, a value "Smith" is not equal to "smith".
  • You can base conditions on values, attributes or a combination. You can select only one attribute in each comparison field.
  • If you configure a condition for a table service attribute, it uses the initial number of rows; it cannot take into account any rows that are added as a result of the actions in the Provide Information wizard. For example, suppose a table contains device identifiers of a user's mobile phone, and at the start of the Provide Information wizard the user has none, so an empty table with 0 rows. If the user then provides the ID of a mobile phone in the Provide Information wizard in the Web Portal, this is added as the first row of the table. Although the table now contains one row, any pages in the wizard that are conditional based on the number of rows in the table still use 0.
  • If you configure a condition for a checklist service attribute, you can base page conditions on the state of checklist service placeholders #Service[{attributename}.{labelname}.state]. This placeholder allows you to resolve the state (True or False) of a specific checklist service attribute option and compare it with a specific value. Based on this comparison, you can then further specify which action should be taken if the condition is met. This allows you to configure pages that are shown or hidden in the Provide Information wizard in the Web Portal, based on the input of the user.

Attributes

 

Assign service attributes to a page.

  • Click the arrows to change the order in the Web Portal.
  • Attributes are evaluated right before they are used and based on their latest value. For example, if you have configured a page condition based on the value of a service attribute, its value is evaluated right before the page is shown in the Web Portal, not when the service is requested. This makes it possible to evaluate a condition based on a value that the user provided on a previous page.
    • If you configure a condition based on the table service attribute placeholder #Service[Table.Number of rows], the value of the placeholder is updated AFTER the user completes the Provide Information wizard, not DURING. This may affect the outcome of the condition: For example, if the user adds a row to the table in the Provide Information wizard, the value of the placeholder is not updated immediately.
  • If you assign a service attribute, you can no longer assign it to other pages.
  • If you assign a text service attribute:
    • specify the number of lines that are shown in the Provide Information wizard in the Web Portal. This allows users to provide input in a more user-friendly manner.
      • "1" means a single line is presented in the wizard (text input type).
      • "2" or more means multiple lines are presented in the wizard (text area type).
    • users can provide a maximum of 255 characters. Values that are provided through another service attribute or an Ivanti Automation Parameter and that exceed this limit are truncated to 255 characters before they are saved to the Datastore.
    • select Apply a user input validation to restrict user input to a regular expression pattern. This forces the user to provide input in a specific format only. For example, if the text service attribute stores a postal code, you can enforce that users can only provide input in a specific format. If you clear the option, the configured expression and hint are stored for re-use at a later stage.
      • The Regular expression field allows you to configure a regular expression syntax and to validate this syntax.
      • The Expression hint text field allows you to specify a hint text that is shown in the Web Portal (e.g. "Please provide a postal code in the following format "1000 AB").
  • If you assign a password service attribute and configure its value:
    • select Apply a user input validation to restrict user input to a regular expression pattern. This forces the user to provide input in a specific format only, for example a password that matches the password complexity rules as determined by Microsoft Active Directory.
      • The Regular expression field allows you to configure the regular expression that determines the password complexity requirements. In the Web Portal, the provided password by the user is validated according to this regular expression.
      • When you configure a regular expression, you can add flags to the pattern.
      • You can split complex rules in multiple rules, to make it easier to configure the desired policy.
      • You can test the regular expression.
      • In the Web Portal, an error is shown if the provided password does not match the regular expression syntax.
      • The Password complexity hint field allows you to specify a hint text that is shown in the Web Portal (e.g. "The provided password must contain eight characters, including one uppercase letter, one special character and alphanumeric characters.").
  • If you assign a table service attribute:
    • specify the action that people can perform with the information in the table, and the relevant table columns.
    • you can customize the format in which the table is shown in the Web Portal with the field Column Separator when using table attribute.
      • The default column separator is ";".
      • You can specify a maximum of 3 characters.
      • The column separator applies to all table service attributes in the service.
  • If you assign an organization service attribute:
    • Select Present as cascading selection lists to show the organization tree of the attribute as a cascading selection list in the Web Portal. This format shows the tree as a cascading list of values that is populated dynamically, based on the end user's selection of a previous value. Cascading selection lists make it easier for end users to select the correct organizational context elements. This option is only shown for organization service attribute that support sub items.
    • Use the Min level field to specify the minimum level of the organization tree that end users need to select. For example, if you specify a minimum level of 2, end users cannot continue until they select at least from the 2nd level of the organization tree.
    • Use the Max level field to specify the maximum levels of the organization tree from which users can select. For example, if you specify a maximum level of 3, only the first 3 levels of the organization tree are shown.
    • Select Must select leaf to enforce that users need to select from the last level in the organization tree before they are allowed to continue. If you select this option, the Min level and Max level fields become unavailable.
  • If you assign a date service attribute:
    • Select Pre-populate the input field with the current date of the end-user to pre-populate the end user's current date in the input fields in the Web Portal. This makes it easier for the end user to provide information.
  • If you assign a datetime service attribute:
    • Select Pre-populate the input field with the current date and time of the end-user to pre-populate the end user's current date and time in the input fields in the Web Portal. This makes it easier for the end user to provide information.
  • If you assign a file service attribute, users can upload a requested file in a service transaction.
    • You can assign multiple file service attributes. This allows users to upload multiple files at once.
  • Add a Divider to create groups of service attributes. This makes it easier for the end user to provide information for the required service attribute values in the Web Portal.
  • You can configure empty pages that do not contain service attributes. Empty pages are also shown in the Web Portal.
  • If the selected service attributes contain mandatory fields, users cannot continue in the wizard in the Web Portal until they provide these values.

Was this article useful?    

The topic was:

Inaccurate

Incomplete

Not what I expected

Other