Managing Forms

Add a Step

Click Add new step and select which validation service to use.

There are several ready-to-use validation services.

To search specific services, a search box is available on the left and underneath it several recommended search tags.

Configure a Step

1. Enter the NAME of the step.

2. Enter the DESCRIPTION of the step.

3. Check REQUIRED if the step is mandatory. Otherwise, leave it unchecked.

4. Select DEPENDENCIES if the step should depend on any previously defined step.

5. (If applicable) Add specific service provider Variables.

6. Click Save.

Add a Destination Stream

If there is no stream configured yet in the Project, a new one will be created. Simply click Create a destination stream and a new stream will be automatically created and named according to the Identity Request Form name.

Previewing a Form

To preview a Form:

1. Click Manage on the top right, or

2. Click Preview.

Publishing a Form

To publish a Form:

1. Click Manage on the top right, or

2. Click Publish.

3. Once published, a notification will appear that the form has been published. The identity requests domain will also be updated with the form URL.

Republishing a Form

To republish a Form after being updated:

1. Click Manage on the top right.

2. Select Republish.