Customize the Create Object Wizards

Using a portal, users can create different directory objects, namely:

• User
• Mailbox
• Contact
• Static Group
• Smart Group
• Organizational Dynasty
• Geographical Dynasty
• Managerial Dynasty
• Custom Dynasty

The portal provides a separate wizard for creating each of these objects. You can customize a wizard as needed.

NOTE: In the portal, the Create Group wizard starts with the Group Type page, where users can select the type of group they want to create. Options on this page vary, depending on the permissions assigned to the user in the identity store. (See the Security Role – Permissions topic.)

• If a user has the Create Static Group permission and is denied the Create Smart Group permission, only the Static Group option is displayed on the Group Type page.
• If a user has the Create Smart Group permission and is denied the Create Static Group permission, all options except Static Group are displayed on the Group Type page.

NOTE: You can customize the Group Type page individually for static group, Smart Group, and each of the Dynasty types. However:

• If a user has permissions to create both static groups and Smart Groups, the Group Type page created for Static Group would be displayed to the user in the portal.
• If a user does not have permission to create static groups, but has permission to create Smart Groups, the Group Type page created for Smart Group would be displayed to the user in the portal for Smart Groups and Dynasties.

What do you want to do?

• Add a Page to a Wizard
• Update a Wizard Page
• Rearrange the Pages on a Wizard
• Remove a Page from a Wizard
• Add a Field to a Wizard Page
• Update a Field
• Rearrange the Fields on a Wizard Page
• Remove a Field from a Wizard Page

Add a Page to a Wizard

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Create Object in the left pane. The Create Object page is displayed.
5. In the Select Directory Object drop-down list, select a directory object.
   The Name list displays the pages on the object’s creation wizard.
6. Click Add. The Add Category pane is displayed.
7. In the Name box, enter a name for the page. The page will be displayed in the wizard with this name.
8. In the Visibility Level drop-down list, select a security role. The page would be visible to users of this role and roles with a priority value higher than this role. See Priority.
   Select Never to hide the page from all users.
9. To add fields to the page, see the Add a Field to a Wizard Page topic.
10. Click OK.
11. Click Save on the Create Object page.

Update a Wizard Page

You can update the following for a page:

• Name
• Visibility level

To update a wizard page:

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Create Object in the left pane.
5. On the Create Object page, select a directory object in the Select Directory Object drop-down list.
6. In the Name list, click Edit for a page.
7. On the Edit Category pane, update the name and visibility level for the page. Follow steps 7-11 in the Add a Page to a Wizard topic for details.

Rearrange the Pages on a Wizard

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Create Object in the left pane.
5. On the Create Object page, select a directory object in the Select Directory Object drop-down list.
   The Name list displays the pages on the object’s creation wizard.
6. To change the order that pages are displayed on the wizard, click the equal sign for a page and drag to change its position.
7. Click Save.

Remove a Page from a Wizard

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Create Object in the left pane.
5. On the Create Object page, select a directory object in the Select Directory Object drop-down list.
   The Name list displays the pages on the object’s creation wizard.
6. Click Remove for a page to remove it.
7. Click Save.

Add a Field to a Wizard Page

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.

2. Click the ellipsis button for a portal and select Settings.

3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.

4. Click Create Object in the left pane.

5. On the Create Object page, select a directory object in the Select Directory Object drop-down list.
   The Name list displays the pages on the object’s creation wizard.

6. Click Edit for the page you want to add a field to.

7. On the Edit Category pane, click **Add Field.**The Add Field pane is displayed.

8. In the Field drop-down list, select a schema attribute to link to this field.

9. In the Display Name box, enter a display name for the field. This name is the field’s label on the wizard.

10. In the Display Type drop-down list, select a display type to use for rendering this field on the wizard.
    The list contains basic display types and custom display types defined on the Custom Display Types page. See the Display Type Categories topic.

11. In the Visibility Level drop-down list, select a security role. The field would be visible to users of the selected role and roles with a priority value higher than the selected role. See Priority.
    Select Never to hide the field from all users.

12. As mentioned for visibility level, the field is visible to members of the selected role and roles with a priority value higher than the selected role.
    In the Exclude Roles area, select the check boxes for the higher priority role(s) you want to hide the field from.

13. In the Tooltip Text box, enter the text to display when a user hovers the mouse over the field.

14. In the Max Length box, enter a number that represents the maximum number of characters that users can enter as value for this field.
    Entering 0 indicates that users can enter an unlimited number of characters as value.

15. Use the Search Object Types area to specify the object types (User, Contact, and/or Group) that can be searched on the portal’s Find dialog box, to set as value for the field.
    The following display types support the Find dialog box:

    • DN
    • DNs
    • Custom display types created with the Grid type

    When you select any of these display types, GroupID identifies that the value for the field has to be searched using the Find dialog box. The Search Object Types area is displayed, where you can select the required object type(s). For example, if you select Group, only groups can be searched and selected as value for the field.
    You can launch the Find dialog box from multiple portal pages to search for objects to designate as owners, managers, additional owners, members, and more. While specifying the searchable object type(s), you must be aware of the kind of value the field requires.

16. In the Default Value box, enter the default value that would be displayed in the field on the portal.
    Users can update this value, provided that the Is Read Only check box is not selected.

17. Select the Is Required check box to make it mandatory for users to provide a value for the field.

18. Select the Is Read Only check box to make the field read-only.

19. Select the Filter Bad Words check box to ensure that users do not enter any bad word in this field.
    A value entered for the field is checked against the words listed on the Bad Words List page. Matched values cannot be saved. See the Manage the Bad Words List topic.

20. Click OK. The field is displayed in the Fields area on the Edit Category pane. You can rearrange the fields, update field properties, and even remove a field from the wizard page.

21. Click OK.

22. Click Save on the Create Object page.

Update a Field

You can change the following for a field:

• The name of the field (this is the field label in the portal)
• The schema attribute linked with the field
• The display type used to render the field in the portal
• Visibility level
• Tooltip

The following field properties vary from field to field. You can:

• Set a default value for the field
• Specify the maximum characters that a user can enter as value for the field
• Make the field editable or read–only
• Prevent users from using certain words as value for the field
• Make it optional or mandatory for users to provide a value for the field
• For search fields, you can specify the object types (groups, users, contacts) that can be searched and set as field value

To update field properties:

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Create Object in the left pane.
5. On the Create Object page, select a directory object in the Select Directory Object drop-down list.
   The Name list displays the pages on the object’s creation wizard.
6. Click Edit for the page you want to edit a field for.
7. On the Edit Category pane, click Edit for a field to update its properties.
8. The Edit Field pane is displayed. Follow steps 8-22 in the Add a Field to a Wizard Page topic to update and save the information.

Rearrange the Fields on a Wizard Page

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Create Object in the left pane.
5. On the Create Object page, select a directory object in the Select Directory Object drop-down list.
   The Name list displays the pages on the object’s creation wizard.
6. Click Edit for the page you want to rearrange the fields for.
7. On the Edit Category pane, the fields on the wizard page are listed in the Fields area.
   To rearrange the fields on the page, click the equal sign for a field and drag to change its position.
8. Click OK.
9. Click Save on the Create Object page.

Remove a Field from a Wizard Page

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Create Object in the left pane.
5. On the Create Object page, select a directory object in the Select Directory Object drop-down list.
   The Name list displays the pages on the object’s creation wizard.
6. Click Edit for the page you want to remove a field from.
7. On the Edit Category pane, the fields on the wizard page are listed in the Fields area.
   Click Remove for a field to remove it.
8. Click OK.
9. Click Save on the Create Object page.

See Also

• Design a Portal with Display Types