Customize account form templates for a service instance

We can customize the account form for each service instance. When the form designer applet is launched for customizing the account form at the service instance level, the navigation tree panel is not shown. This session is only for customizing the account form for the specific service instance. For instructions on how to customize the form, see Customizing form templates sections. The form designer Java™ applet does not automatically close and clear from memory after starting. Complete and save any changes to a form template. The custom form for the actual ITIM service is not supported because there is only one ITIM service instance. This account form can be configured at the system level. However, the custom account form is supported for the hosted ITIM service instance because there can be one or more hosted ITIM service instances.

To open a form template...

1. Click Manage Services. The Select a Service page is displayed.

2. On the Select a Service page:

   1. Enter information about the service in the Search information field.

   2. In the Search by field, specify whether to search against services or business units.

   3. Select a service type from the Search type list.

   4. Select a status from the Status list, and then click Search. A list of services that matches the search criteria is displayed.

3. In the Services table, click the icon () next to the service to show the tasks that can be done on the service, and then click Customize Account Form. The form designer applet is started.

4. Choose either to open a file with the Java Web Start Launcher or save the file. Click OK. If you chose to save the file, locate the file and run it in the Java Web Start Launcher.The form designer applet is started.

The customized account form associated with the service instance is displayed. If there is no customized account form for the service instance then the form template is displayed.

We can select a form element and right-click to do various actions. Mouse over the icons on the top of the form to get hints about the function.

• Add tabs to form templates for a service instance
  
• Renaming tabs on form templates for a service instance
  
• Arranging tabs on form templates for a service instance
  
• Deleting tabs from form templates for a service instance
  
• Add attributes to form templates for a service instance
  
• Modify attribute properties
  
• Change attribute control types
  
• Arranging attributes on form templates for a service instance
  
• Deleting attributes from form templates for a service instance
  
• Removing a customized form template from a service instance
  

Parent topic: Form customization