Customizing the User Console › Configuring Profile Tabs and Screens › How to Populate Field Options › Select Box Data › How to Populate Fields Using Select Box Data › Configure the Task Fields to Use Select Box Data for Field Options

Configure the Task Fields to Use Select Box Data for Field Options

You must configure the fields (for which you want to populate options) on the task window to use the Select Box Data as the source.

Follow these steps:

1. In the User Console, select either:
   • Roles and Tasks.
   • Tasks, Roles and Tasks.
2. Select Admin Tasks, Modify Admin Task.
3. Search and select the admin task to modify.

   CA Identity Manager displays the tabs to configure the task you selected.

4. Select the Tabs tab, and then select the Profile tab.
5. Click Browse next to the Screen field.

   CA Identity Manager displays a list of existing profile screens.

6. Select the profile window you want to modify or copy and then click one of the following buttons:
   • Select

     Adds the selected window to the tab you are configuring

   • Edit

     Opens a new window using which you can change the settings, including fields, field properties, and the layout for the selected window.

   • Delete

     Deletes the selected window

   • New

     Opens a new window using which you can create a window. The new window does not include any default fields.

   • Copy

     Creates a window using the settings from an existing window. To create window based on an existing window, you must add a new name and tag it to the window, and modify the settings as needed.

   • Cancel

     Returns to the Tab configuration window.

   If you select Edit, New, or Copy, CA Identity Manager opens a new window where you can create or modify a profile window.

7. Add or select a field on the profile window and click the right arrow icon to display the field properties.
8. Configure the field properties as appropriate to one of the following values:
   • Check Box Multi-Select
   • Dropdown
   • Dropdown Combo
   • Multi-Select
   • Option Selector
   • Option Selector Combo
   • Radio Button Single-Select
   • Single-Select

   The Source of selection options field appears.

9. Select one of the following options:

   Select Box Data

   Specifies that the options for the task field are populated using the Select Box Data. If you select this option, the Edit for the Select Box Data for Options window appears.

   A list of root elements for the imported Select Box Data also appears.

   1. Click Edit.

      The Select Box Data Options window is displayed. Using this window, you can browse the imported select box data.

   2. Click an Element Name to view information about the child elements for that element. When the list of elements displayed represents the list of options to use for the profile field, click OK.

   When there are large lists of elements, use the following two fields to filter the list. These fields support a wildcard character (*).

   Child Name Filter

   Specifies the name of the element or child element in Select Box Data.

   Child Type Filter

   Specifies the type of the element or child element in Select Box Data XML file.

   Note: The values you can select from this field are populated from the Select Box Data XML file you have imported into CA Identity Manager.

   1. Click Refresh button to filter the results.

   Depends on the value of another field

   Specifies that the field is populated based on the values selected in another field. If you have selected this option, create dependent fields.

10. Select an existing field on the form Options source field.
11. Select a value in the Preserve non-options field.
12. Select a value in the Validate on change field.
13. Click Apply and OK to save the changes.

    The configured fields appear on the profile tab of the selected admin task. The values for select-based controls that are configured to use Select Box Data as source is populated with the values from the Select Box Data XML file.