Customizing a user form

Change a user form to tailor the form to your needs. Existing fields can be modified and moved to other locations within a form. New form elements can be added. Validation of user data can be defined. Customize an IBM® Security Verify user form with the Form element editor.

1. Select User experience > User forms.
2. Select a user form from the User forms dashboard to open the form in the User forms tab.
3. Customize the user form for your Verify tenant.
   • If the user form is Published, select Edit as a draft in the right pane of the User forms page.
   • If the form is in Draft, the page opens available for edits.
   In the middle pane of the page, select any element to change it. Use the icon to drag the element to another location within the section. Delete the element by using the icon.
   Customize the element with the Form element editor in the right pane of the page. Some of the elements have dropdown menus with choices and other elements can include text or Markdown markup language to display in the form. Depending on the type of element selected, the fields vary.
   Some elements can use Attribute replacement, which captures the user's attribute value and uses it the next and subsequent times that the attribute is called. For example, by using code block {{name}}, the file can retrieve the user's attribute input from a previous step. The user's attribute input replaces the code block with the name that the user provided every time that {{name}} is called.

   Note: Attribute replacement cannot work if Form elements for the replacements are not added in a previous step.

   The +Add form element button is available in the first two sections of the form to add an element to the form.

   Use the Form element editor to define the type of element. The following Verify elements are available in the Form element dropdown menu.

   Note: The Form element editor is not available unless Include attributes collection setup is selected for the user form you are customizing.

   Account Password

   A password field. The field is used in the default user form to ask the user to create a password during registration. Custom error messages can be set to inform the user of the potential problems with the input password.

   Agreement

   The agreement element is used to add a EULA agreement to the user form. The element is included in the default user form. For more information, see Managing end user license agreements.

   Checkbox

   A checkbox field. Select a user attribute to define the selection for the user.

   Dropdown

   A dropdown field. Select a user attribute, and then define the options and values to create the selections on the dropdown menu. Replace the text in the Option label fields for what is displayed on the dropdown menu.

   Email

   An email field. The field is used in the default user form to send an email back to the user in the Post-registration actions.

   Obfuscation

   An obfuscated field. The field is used in the default user form to ask the user for sensitive information during registration.

   Phone

   A phone number field. The field can be customized with attributes for home, work, mobile, and other values.

   Radio button

   A radio button field. Select a user attribute, and then define the options and values to create the selections for the radio button field.

   Text block

   A text block field. The field can include text or Markdown markup language to display in the form.

   Text input field

   A text input field for user data entry.

   Based on the type of element and the user attribute selected, different fields are available for further customization. For example, Field label, Helper text, Placeholder text, Required field, Field validation and Class names options are available in some of the element attributes. For more information about attributes, see Managing attributes.

   If the Field validation option is selected in an element attribute, use a regular expression (regex) to pattern match and validate the user input in a Date, Email, Password, Phone, or Text input field element. The regex cannot include delimiters or flags. For example, for input with 8 - 12 digits, enter the regex as ^\d{8,12}$ instead of /^\d{8,12}$/gm (where the two forward slash / characters are delimiters and g and m are flags). For more information about regex, see regular expression.

   In Step 2 of the User forms page, you can add extra text to display to your user after they save their form. Select the +Add form element button. The Text block element is available to enter text or markdown when needed.
4. Select the Settings tab of the user forms page to change the Form setup, Session management, Theme, or Human verificationfor the user form.
5. Scroll to the end of the page and select Save settings.
6. Select the Translations tab of the user forms page to change the primary language that the form is built in.
   1. Optional: Download the primary translation template first, and then edit it with the language you want.
   2. Click Add Translations.
   3. Select the Language you want from the drop down field.
   4. In the Upload translation section, click primary translation template to download a .csv file of the primary translation template.
   5. After you edit the primary_tranlation.csv template with he language you selected from the drop down field, click Upload file and select the .csv file that you edited.
      Note: Only .csv files can be uploaded.
   6. Optional: Select the checkbox of the language you uploaded to delete it.
   7. Click Save.
7. In the right pane, select Publish changes to make the form available to your users.
   Note, you can click the Get preview link to view the form before publishing. If you are working with a draft of a published user form, you can also click View current version to display the current published user form and then go back to the draft, if needed. The Delete form link removes the user form.