PSD1166 – Assign a form to a predefined search

Summary

This PhenixID Solution Document (PSD) is written for PhenixID Identity Manager (IM) 5.5.0 or later.

Use case
You have a number predefined searches. When you click an object in the result set the number of forms to be displayed and loaded are decided of available forms and if any tab restrictions exist.
In previous we have been asked if we can tab restrict av specific form to a specific predefined search. With IM 5.5.0 this is now possible using a new tab restriction java class filter.

Below are two searches where both searches have the same result set.

Search to change a user

Search to deactivate a user

Configuration

Overview

To make this work you basically configure a filter and a key that will be the same on the search and the form. If the filter is added, only forms with the key will be available, also the form will only be available for searches with that key.
I have added to forms, one predefined search and one edit form so you can use as template. This is also what I will refer to below.
Click PSD1166 to download example forms. (you might need to adjust them a bit to fit your LDAP directory.

Configure the predefined search

1. Open IM Configurator and Tab Designer
2. Open a predefined search. This is the one you like a specific form to be displayed for.
3. Click Tools – Tab Parameters
   Add the following parameter
   NordicEdge.PredefinedSearch.Restrictionfilter=DeactivateUser
   Note: NordicEdge.PredefinedSearch.Restrictionfilter is the parameter and MUST look like that.
   DeactivateUser is the key and can be whatever you like it to be.
4. Click Save
5. Save and Close the predefined search

Configure the edit form

1. Open IM Configurator and Tab Designer
2. Open an edit form. This is the one you like a specific search to be displayed for.
3. Click Tools – Tab Parameters
4. Add the following parameter
   NordicEdge.PredefinedSearch.Restrictionfilter=DeactivateUser
   Note: NordicEdge.PredefinedSearch.Restrictionfilter is the parameter and MUST look like that.
   DeactivateUser is the key and can be whatever you like it to be.
   In this scenario it will be exactly the same as for the search.
5. Click Save
6. Click Tools – Tab Properties
7. In Restriction Filter: input box, add [JAVA]filter.PDSAcceptRestrictionFilter
8. Click Apply
9. Save and Close the edit form.

NOTE: If you like the form to work for more than one predefined search the use comma to separate the forms. See example on an edit form how it could look like:
NordicEdge.PredefinedSearch.Restrictionfilter=F1,F2,F3

Test the search and form

Login to IM WEB and test your search and form in an environment where you have several searches and forms.