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Set up form in Identity Manager

This article is valid for Smart ID 20.11 and later.

This article describes how to create or edit a form in Identity Manager Admin.

This is an example of a form.


  • Installed Identity Manager

  • Available identity template or data pool as reference for the search configuration

  • If needed: Available report configuration, to allow users to export the search results to a pdf report

  • Log in to the Identity Manager Admin as an admin user.

Step-by-step instruction

Add or edit form

  1. In Identity Manager Admin, go to Home > Forms.

  2. To add a new form:

    1. Click +New.

    2. Enter a Name and optionally a Description.

    3. In Layout, select a basic layout. See Layout options.

    4. Click Save+Edit.
      The Form panel is shown.

  3. To edit an existing form, double-click on its name.

Set layout properties

  • In the Properties tab, set general Width, Height, and Label Width for the fields in the forms, either in pixels or as a percentage. By default, a width of 100 pixels is set.

Add, remove, or reorder data fields

The form elements already selected are listed in the appropriate order in the middle. The form elements are divided into groups in a tree structure. For ease of orientation, display or hide groups using the Expand Tree and Collapse Tree buttons.

Data of a data pool and meta data of a data object, for example object identifier, template name, and lifecycle state, can be viewed and edited in a form. The available form elements are shown for selection in several lists. Fields of each data pool, Structure Elements, and Predefined Pages are offered here.

  1. To add a field in the form, either drag-and-drop an element from the selection list to the appropriate place in the list of fields, or use the right arrow buttons. The single arrow button places an element. The double arrow places all elements of a data pool.

  2. Set the configuration options for the added field in the detail panel.

  3. To change the order of the fields, drag-and-drop them to the desired order.

  4. To delete a field, select it and either click on DELETE or on the left arrow button. The left double arrow removes all elements.

Set columns and headings

Set the layout of the fields in the form.

  • To let a field span over two columns, select the field and set Column Count to 2.

  • To get a new line after a field, select the field and check Line Break.

Add structure elements

In Structure Elements there are elements for the layout of the form.

  1. To group fields under a common heading, add a Group.

  2. To add a configurable text to the form, add a Text Element.

  3. Use Horizontal Line and Row Distance for a nice layout of the form.

  4. To add a search field, add a Search Element,. In Details, select a Search Configuration.

  5. To add a field for free text input, add a Variable Field.

    1. If multiple Card SDK printers are configured, use 'processVarCardSdkPrinterUrl'.

  6. To add a link: 

    1. Select to add a Link.

    2. Enter a Name of link. If this field is empty, the encoded URL will be displayed. 

    3. Enter a URL including the protocol. 

The URL can contain a JUEL expression and the expression will be resolved. 

Example:${Person_FirstName} will become

If the JUEL Expression cannot be resolved, the expression will be printed to the URL.

Change data field attributes

On the right under Details are all configuration options for a field.

  1. Double-click a field to open the Details panel or select a field and click on Show Details.

  2. Set the configuration options. 

To set a field to mandatory, check Required.  
To set a field to a selection box, check Combobox.

Add translation to text

To field attributes with the translation icon, a translation can be added. For more information on supported languages, see Identity Manager requirements and interoperability.

  • To add a translation for an attribute, click on the translation icon, select language, and type in the text.


Preview form

  • Click the PREVIEW button at the top to see how the form will appear in Identity Manager.

Change permissions

  • To change the user rights to update and delete forms in Designer, go to the Permissions tab.

Save form

  • Save the form by clicking the SAVE button at the top.

Layout options

In the Layout selection box you can select the basic layout, for how the input and output fields are to be displayed.




There is only one panel.


Panels are arranged one under the other.


Panels are arranged side by side.

Field attributes

Each data field has a number of attributes. The following table describes all the available field attributes.





The type of form element is displayed here.
The following types are possible:
- Panel
- Field
- Structure Element, for example:

  • Group

    • Text Element

    • Horizontal Line

    • Line Spacing

    • Search Element

    • Variable Field

    • Link

- Predefined page, for example captureImage


Name of the form element. For the group, search element and variable field, the name can be given in more than one language.


Width of the panel as a fixed size or a percentage.


Height of the panel as a fixed size or a percentage.

Help Text

Multilingual help text for a group.

Data Pool

The field comes from this data pool.

Data Type

The data type of the variable field can be selected.


Column Span

Here you can enter how many columns a group or field is to cover.

Line Break

If this field is ticked, the field in the form is followed by a line break.


Width of the field as a fixed size or a percentage.


For binary data fields, the height of the field as a fixed size or a percentage.
For a horizontal line, the number of pixels of the line.


This multilingual text is displayed in the text element.

Font Size

The size of the font for the text element can be indicated.

Field Details

Data Type

The data type of the field is displayed here.
The following data types are possible:
- Text
- Date
- Binary Data

Help Text

Here you can enter any text that describes the field. The text can also be entered in more than one language by clicking on the


Edit Status

There are three options for Edit Status:

  • Editable – The value can be entered and changed

    • Read only – The value can only be viewed and cannot be changed

    • Invisible – This field is not visible in the form. It should contain an initialization value and cannot be edited.


If checked, this field must always contain a value.


If checked, the download functionality is enabled. This is only available for binary data fields.

Filename Pattern

Defines the pattern used for the downloaded filename. You can use this only when Download is checked. See table below.


If checked, the upload functionality is enabled. This is only available for binary data fields.


If checked, the delete functionality is enabled. This is only available for binary data fields.


The value entered in this field can be selected from a set of prescribed values.
The source of the selection values must be indicated.

Source of Selection Values

Fixed values can be entered here or a data pool with the selection values can be selected. Or values in a configuration template.

For example, to be able to configure Card SDK instances for printing of cards, chose Selection Type "Configuration Templates" and Template "Printers".

Initialization Value

The field is pre-initialized with the value entered here.
There are two options:
- Fix Value
- Generated Value (e.g. generate a random number)

Validation Rule

The value entered must comply with this validation rule.


The text field can contain several lines.

Password Field

This allows to specify display settings for secrets to protect their visibility on forms.

  • Not a password: The field is displayed as normal.

  • Display as hidden: The password is displayed as a sequence of asterisks.

  • Display as image: An image with the plain password is shown.

    • Display button "Show/hide password": Initially an image with asterisks is shown together with a Show/Hide button. Pressing the button switches between the initial image and an image showing the plain password.

Valid From/To

A validity period for date fields can be configured here. This is only available for date fields.

File name pattern values

These are the values for filename pattern.




JUEL expressions

When a field is available on datamap, the expression will be resolved accordingly, otherwise the expression itself will be part of the downloaded filename.


  • Fields of types byte[] or Boolean are not resolved

  • Fields of type Date are resolved in "YYYYMMdd" format

All fields available on datamap
Filename pattern: ${Person_FirstName}_${Person_LastName}
Datamap: Person_FirstName = John, Person_LastName = Doe
Binary format: jpeg
Result: John_Doe.jpeg

Field not available on datamap
Filename pattern: ${Person_FirstName}_${Person_LastName}
Datamap: Person_FirstName = John
Binary format: jpeg
Result: John_${Person_LastName}.jpeg

Field of type Date
Filename pattern: ${Person_FirstName}_${Person_BirthDate}
Datamap: Person_FirstName = John, Person_BirthDate = Tue Jun 02 17:18:47 EEST 1982
Binary format: jpeg
Result: John_19820602.jpeg

plain text

When no JUEL expression is provided, the result will be the plain text

Filename pattern: example
Binary format: jpeg
Result: example.jpeg


When no pattern is provided, the result will be of format <Datapool_FieldName>.<binary_format>

Filename pattern: (empty)
Datapool: Person
Field: Photo
Binary format: jpeg
Result: Person_Photo.jpeg

Filename pattern does not work in Smart ID Self-Service for binary format of type "Photo". It works though for other binary formats defined.

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