Onboarding form inputs and workflow process
All onboarding form fields
This section provides a complete breakdown of all onboarding form fields, including hidden fields that are conditionally displayed based on other selections.
Form fields present if using OpenText SecureCloud
When filling out the Microsoft: User Onboarding form after setting the organization variable required to use this integration with the Crate, four new fields will populate.
Secure Cloud User Location
Secure Cloud Microsoft Services
SecureCloud Security Services
Secure Cloud Exchange Services
Choose the Secure Cloud User Location from the drop-down selector, and at least one Secure Cloud Microsoft Service from that relevant drop-down list. The other fields are optional.

Decoded advanced Jinja conditions
In some cases, form fields are dynamically determined using complex Jinja logic.
For example: Identity provider configuration field visibility
{% set idp_config = "invalid_idp" %}
{%- if ORG.VARIABLES.primary_identity_provider|d|lower in ["azure_ad","azuread"] or CTX.mail_only_user|d(false) -%}
{%- set idp_config = "azure_ad" -%}
{%- elif ORG.VARIABLES.primary_identity_provider|d|lower in ["on_prem"] and ORG.VARIABLES.onprem_no_adsync|d|lower in ["true","1"] -%}
{%- set idp_config = "hybrid_no_sync" -%}
{%- elif ORG.VARIABLES.primary_identity_provider|d|lower in ["on_prem"] and ORG.VARIABLES.no_azure_ad|d|lower == "true" -%}
{%- set idp_config = "on_prem_only" -%}
{%- elif ORG.VARIABLES.primary_identity_provider|d|lower in ["on_prem"] -%}
{%- set idp_config = "on_prem" -%}
{%- endif %}
{{- idp_config in ["hybrid_no_sync", "on_prem_only", "on_prem"] -}}
The field will only show if
ORG.VARIABLES.primary_identity_provider
is On-Prem, Hybrid without Sync, or On-Prem Only.If Azure AD is selected, the field will be hidden.
Last updated
Was this helpful?