Only this pageAll pages
Powered by GitBook
1 of 57

3.1.1 Forms

The service

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Modules

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

User interface (UI)

Loading...

Overview

Overview of Fortified ID Forms

Forms is an application for digitizing process flows. Examples can be creating users (e.g. employees, consultants, partners), editing users or listing "my users" or "my groups". With Forms you get access to a tool to create web-based flows to delegate the administration to the users responsible for certain information in a simple way.

With Forms, you can also build self-service flows and self-registration of users. In case of self-registration, a user proves himself with e.g. BankID where information is extracted and used to allow the user to create their own account.

We have a number of movies on how to work with forms in different scenarios. (note. All movies are in Swedish.)

  • External workforce

  • Microsoft Entra ID accounts

  • Self registration of accounts

  • Forms and IAM overview

  • All movies by Fortified ID

Forms and IAM

Forms is a comprehensive Identity and Access Management (IAM) solution designed to streamline and adapt to the specific workflows of your organisation.

The modern landscape of IAM requires a balance between automation and control, and Forms offers both in a way that aligns with your internal processes. IAM solutions today need to be flexible enough to manage the complexity of access control across an organisation, especially as digital environments become more intricate and regulated. Forms IAM addresses this by providing customisable workflows that can be fully automated or augmented with manual checkpoints, ensuring both efficiency and accuracy. This flexibility is crucial in industries with stringent compliance requirements, where every access decision needs to be carefully monitored and validated. Forms IAM is available both on-premises and in the cloud, giving you the flexibility to deploy the solution in the environment that best suits your infrastructure and security requirements. Whether you are looking to maintain full control over your data in an on-prem deployment or leverage the scalability and convenience of the cloud, Forms IAM adapts to your strategy.

Additionally, Forms IAM integrates seamlessly with a wide range of common identity providers and data sources, including Entra ID (formerly Azure Active Directory), Google Cloud Identity, Microsoft Azure, Active Directory, and other leading platforms. This ensures that you can easily manage and centralise access controls across your existing ecosystems, without the need for complex custom integrations. The system allows administrators to configure workflows to match existing processes within the company. Whether it’s handling new employee onboarding, access revocation, or ongoing entitlement reviews, each flow can be automated for speed or include manual approval steps for sensitive actions. This adaptability ensures that the solution integrates seamlessly with your organisation’s existing protocols, rather than forcing a rigid, predefined process onto your teams. With scalable operations, capable of managing identity and access across both small businesses and large enterprises, Forms IAM can evolve alongside your organisation as it grows or its requirements change. In today’s rapidly evolving security environment, having a robust yet flexible IAM system like Forms ensures that your organisation can handle access control efficiently while maintaining the level of precision and oversight necessary for security and compliance.

Related products to Forms

Other products from Fortified ID related to Forms

Fortified ID Automate

Automation provides the ability to read data from one or more systems, change or influence the data and then write it to one or more source systems. Examples could be reading data from an HR system and looking for newly created users, reading in these users and creating them in, for example, Active Directory, Google or Microsoft Entra ID. All without the influence of an administration or user.

Fortified ID Attest

Attest adds for Forms and Automation the ability to bring in approval flows. Instead of a user being created/changed directly, one or more users must approve this change.

An example could be requesting access to a group that protects a resource where, for example, a group administrator/owner must approve who gets access to the resource.

The solution can be installed locally, in the cloud or as a hybrid solution. The ability to easily move the solution between test and production environments has been made extremely easy. Read more about automation in our technical documentation.

Fortified ID Password Reset

Password Reset from Fortified ID simplifies the management of secure password reset for your organization.

Users can easily and securely create a new password through self-service without having to contact their employer's IT support.

Users with personnel responsibility (manager, teacher, partner/consultant manager) can reset passwords on behalf of another user.

Your organization becomes more efficient as the time that the end user does not have access can be greatly shortened. In addition, IT personnel can also devote themselves to more constructive and proactive work.

Installation

This section how to do a new installation or an upgrade of a Fortified ID product.

Supported target plattforms are:

  • Container (docker, kubernetes etc.)

  • Linux 64-bit

  • Windows 64-bit

General information

Access to media is provided by Fortified ID support. Credentials consist of a username and an access token which are used when downloading the artefacts.

After successful installation, verify access to http://<installation_host>:8080.

A simple welcome page should be displayed.

Basic controls

Basic controls are comparable to simple HTML inputs, such as checkboxes.

About this release

Release notes

Check the release notes to discover the latest updates and improvements in this version.

Breaking changes

If there are any breaking changes included in this release, carefully review them before upgrading to understand how they may impact your installation and to prepare for any necessary adjustments before or after the upgrade.

Forms

The Forms module is, apart from delivering it's functionality, also a HTTP modul which means it inherits much configuration from basic HTTP module.

Module name: Forms

Generic HTTP module configuration is found here https://docs.fortifiedid.se/modules/configuration

Forms module handles loading of multiple Flow. Multiple instances of Forms module can be deployed.

Properties

Allows for users to accept or reject work-orders.

Configuration

Name
Desciption
Default value
Mandatory

type

Backend implementation. Must be Attestor.

N/A

{
    "id": "attestor",
    "type": "Attestor"
}

This control works in conjunction with WorkOrder module. It must be installed.

Advanced controls

Advanced controls are more like mini-applications with specific goals. For example, they could display a list of Entra-ID users or groups as the first step in a Flow.

ATTESTATION

Any form can be configured for attestation. In essence just send the collected form data to attestation persistence and let one ore more persons verify and reject or accept.

Overview

Certain operations or flows may be deemed sensitive or require additional oversight before proceeding. This is where attestation might come in handy.

Attestation lets you define manual oversight be one ore persons before any kind of automation is performed.

Attestation is a flow and defined using built in functionality.

Attestors are notified via email, with the relevant data for verification packaged in a PDF file. Each PDF is tailored specifically for its respective flow, making the information clear, accessible, and easy to review. After a flow is successfully attested, the PDF document can be sent to an external archiving system for secure, long-term storage. This process ensures that all documentation is systematically preserved and readily available for future reference or audits.

Setup

This will describe how to configure a flow using attestation

Prerequisites

WorkOrder module deployed.

Create a flow used for attestation (accept/reject) using Attestor control.

Flow description

Configure last PIPE sending data to work order database and possible notifying user.

Configure one accept pipe to be executed once the work order is attested

Configure one reject pipe to be executed if order is rejected

Sending data to work order

Instead of performing updates directly, data used must be send to work-order database. Two thing are required for this:

  • A PDF file used to visualise what is about to happen if accepted. Either use Html2Pdf valve for dynamic creation or use a static PDF file.

  • In the last PIPE in the flow use

Accepting a work order

Once all attesters accepted the work order, accept pipe will be executed. Any flow data from order creation is present along with additional static data.

Accessing data sent from "work flow accept" is done using pattern {{request.xxx}}

Note that the accept pipe is executed in system context. No session with user data will be present.

Rejecting a work order

It only takes one attester to reject for the order to be rejected. Once rejected the reject pipe is executed. Here you can configure notification if desired.

Input

An input field control, similar to an HTML input.

Below is a screenshot of the control. This is from a create step where an admin has added Clarke and Kent in two input controls. Email and Mobile number has no value yet.

Scenarions when the control can be used:

  • Like above when an admin creates a new object and needs to add data about the object. You can add data controllers to an inout control to verify correct syntax, an @ for email adress, no characters for an mobile number.

  • You like to display data about an object. You search an LDAP directory and display a user with data about the user. The input control can be in edit or read-only mode.

EntraGroupEditGroupMember

Edit Entra ID group, update group members

Use this control to manage users for a selected group. Note. To select the user, which often is done in a previous step, use the control EntraGroupSelect.

Requirements

An Entra ID module deployed with matching name as defined in "namespace".

An Entra ID identifier, "selected_entra_id", located in either session or flow. Data is taken from session first and flow second. selected_entra_id must reference a Entra ID group.

ActiveDirectorySingleSelect

Use to select one option from a list that is populated from the result of an LDAP query.

Below is a screenshot of the control. This is from a create step where an admin like to choose a manager for a user to be created.

ValuePicker

A value picker component, that lets the user select a given value from a list.

The ValuePicker is often used as a drop-down list for admins to select predefined values from. See example below.

Overview

Please refer to the common configuration of for information on how to change the look and feel of Forms.

.

Properties

Markdown is a lightweight markup language that you can use to add formatting elements to a step.

Configuration

Name
Description
Default
Mandatory

Link to basic syntax supported using Markdown

Click following link for a number of examples on how to use markdown in a step.

Properties

Properties for Input control

Name
Description
Default
Mandatory

ActiveDirectoryUserEditGroupMember

Update group membership for a selected user.

Use this control to manage groups for a selected user. Note. To select the user, which often is done in a previous step, use the control Selector.

EntraGroupSelect

Find an Entra ID group based on search data

Use this control to find and selected a Microsoft Entra ID group. Note. When group is selected you might like to mange members for the group. Use the control EntraGroupEditGroupMember.

Requirements

An Entra ID module deployed with matching name as defined in "namespace".

Selector

Use to find objects in data store, e.g. Active Directory. It performs searches using pipes and stores a selected value for next steps to consume.

EntraUserSelect

Find an Entra ID user based on search data

Use this control to find and selected a Microsoft Entra ID user. Note. When user is selected you might like to manage groups for the user. Use the control EntraUserEditUserMember.

Requirements

An Entra ID module deployed with matching name as defined in "namespace".

ActiveDirectoryGroupEditGroupMember

Manage group members for a selected Active Directory group.

Use this control to manage group members for a selected groups. Note. To select the group, which often is done in a previous step, use the control Selector.

type

Control implementation, must be Markdown

N/A

data

Text to display

N/A

https://www.markdownguide.org/cheat-sheet/
{
    "id": "top_text_label_and_description",
    "type": "Markdown",
    "data": "# Create an Active Directory user  \nEnter information about the user you want to create."
}

type

Control implementation

N/A

id

Unique ID within the flow

N/A

config.required

Must have a value when leaving the step. true/false

false

config.readonly

Open to edit by enduser. true/false

false

config.always_include

Should data be sent to pipe regardless if it is changed or not

false

{
    "id": "givenName",
    "type": "Input",
    "data": "{{{flow.givenName}}}",
    "config": {
        "type": "string",
        "required": true
    }
}

Control

The smallest building block in a flow. Typically a Control is represented by some kind of visual component together with data from some data source.

Control types

Two categories of controls are available:

  • Basic

  • Advanced.

Basic controls are comparable to simple HTML inputs, such as checkboxes.

Advanced controls are more like mini-applications with specific goals. For example, they could display a list of Entra-ID users or groups as the first step in a Flow.

Both types are implemented on the front-end using react-jsonschema-form.

Structure of control configuration

All controls follow the same structure:

{
    "type": "<controlType>",
    "id": "<controlId>",
    "config": {
        "required": true,
        "read_only": false
    },
    "data": "<data>",
    "ui": {},
    "schema": {}
}

type: Defines what control to be used.

id: Unique identifier to the current flow. In subsequent pipe calls the id is sent to the pipe along with value(s) from the control and accessed in the piped using {{request.<id>}}

config: Block of control-specific configuration. Se each control for appropriate values.

data: Value to be injected in control.

ui: Any additional ui-related data sent to frontend, unfiltered. See https://rjsf-team.github.io/react-jsonschema-form/ UISchema for more information. Typically this is used for layout management.

schema: Any additional control-related data not available in current control implementation.

Binding data to a control

Data binding is typically done using "data" configuration for a control. Most likely date is set by using some template {{flow.givenName}}.

Not all controls rely on data. Read documentation for appropriate control.

Properties

Use to find objects in data store, e.g. Active Directory. It performs searches using pipes and stores a selected value for next steps to consume.

Name
Desciption
Default value
Mandatory

type

Must be Selector

N/A

pipe_id

Id of pipe searching for objects

Same as control id

columns

What columns to be displayed in UI.

N/A

submit_on_change

Should selection of an item move to next step. true/false

true

search

Should user be able to enter custom search data.

false

{
    "id": "selector",
    "type": "Selector",
    "config": {
        "search": true,
        "columns": ["displayName","mail","givenName"],
        "pipe_id": "find_my_groups"
    }
}

Searching for object to show

To populate list of items in UI a pipe must be executed. List of items returned should at least contain properties defined in columns.

Data sent to pipe is:

  • search - containing user input if config -> search is set to true

  • columns - comma separated string of defined columns

Return data must be in a form of a list of items.

Data exposed to flow

When pressing Select, data exposed to flow is found using key if control id. Value is item id returned from pipe

Linux

Install product

To install on Linux, click the following link: https://docs.fortifiedid.se/installation/linux

Verify installation

When installation is completed, verify the following:

  1. Start the service by running <installation_path>/FortifiedID/forms/customer/bin/start.sh

  2. Verify by accessing http://localhost:8080/forms/demo1 or http://localhost:8080/forms/demo2

  3. Stop the service by running <installation_path>/FortifiedID/forms/customer/bin/stop.sh

Authenication & authorisation

By default accessing a Flow requires authentication. Any authentication is expected to be handled by a trusted SAML IDP. Once authenticated, authorisation is based on the incoming SAML assertion.

How it is connected

In order for authentication to work, a SAML SP authenticator needs to be configured. Also, SAML SP need to share first part of URI in with Forms module.

Example

Forms module has "http_context" configured to "/forms". The SAML must have it's "http_context" set to "/forms/xxx" ("/forms/auth" is a good pattern).

Typically the properties regarding authentication in Forms module will look something like this:

"http_context": "/forms",
"http_auth_redirect_url": "/forms/authn/login",

On the SAML SP side configuration will look like this:

"http_context": "/forms/authn",
"success_location": "/forms/",

Once the user is authenticated data from incoming assertion vill be transfered to the session.

NameID vill be the users login identifier. Other attributes will be put in the session where multivalued attributes is merged into a comma separated list.

Filtering access to a Flow

Once authenticated all users by default can access a Flow. Restricting is based on roles attribute in the incoming assertion. By using the "requires_role" configuration parameter on the Flow restriction control is performed comparing the incoming "roles" in the assertion and data in "requires_role" for the Flow.

One value of "role" must match "requires_role" in order for user getting access.

Form valves

When using forms there are som valves only included in Forms

Windows

Install product

To install on Windows, click the following link: https://docs.fortifiedid.se/installation/windows

Verify installation

When installation is completed, verify the following:

  • In Windows Services, verify that Fortified ID <product name> service exists

  • In file system, verify that drive:\..\FortifiedID\<product name> exits

Note. Starting, stopping, and restarting the service are handled by Windows Services.

Other modules

A number of modules are included but may not be required in all scenarios.

  • AuthN, version 2024.93 - details is found here https://docs.fortifiedid.se/authn

  • Pipes, version 2024.115 - details are found here https://docs.fortifiedid.se/pipes/

  • Http client, version 2024.72 - details is found here https://docs.fortifiedid.se/httpclient/

  • JDBC client, version 2024.72 - details are found here https://docs.fortifiedid.se/jdbcclient/

  • Ldap client, version 2024.72 - details are found here https://docs.fortifiedid.se/ldapclient/

  • CEF module, version 2024.72 - details is found here https://docs.fortifiedid.se/cef/

  • Node module, version 2024.72 - details is found here https://docs.fortifiedid.se/node/

  • SMTP module, version 2024.72 - details are found here https://docs.fortifiedid.se/smtp/

  • Entra ID module, version 2024.35 - details are found here https://docs.fortifiedid.se/entraid

  • Workflow module, version 2024.58 - details are found here https://docs.fortifiedid.se/workorders

Modules are started by default

Only Node is started by default. Modules have to be added in the configuration in order to be started.

Key components

The key components and how they relate to each other.

Overview of Flow, Step, Control and Pipes

Flow

On a high level, Forms delivers well defined "apps" with the soul purpose simplifying a process related to an "IAM-problem". Each app is called a Flow. A Flow have a set of basic properties. For example who may access, is it public, how do it consume authentication.

Step

Flow consists of a number of Steps. Each Step aims to guide the end user through the process. A simple Step could just consists of read only data about a user or a group.

Control

Every Step includes a number of Controls. A Control is some kind graphical entity used to let users read or write data. Just like a Flow or a Step a Control has a number of properties that will define it's behaviour.

By combining Flow, Step & Control small well-defined IAM apps can be built fast with instant added value.

Pipes

When a user wants to do something in the UI, such as retrieve or write data to a data source or process data, a pipe can be used. A pipe consists of a number of valves that can retrieve, write or process data. Pipes and valves are something that is found in all Fortified ID products and are shared between the products, so if you have knowledge of this from one of our other products, it works the same in Forms.

Layout

Forms comes with ha default layout. It places controls from left to right.

All steps and summary pages use a layout grid with a base column width of 12. All controls, or children, can be specified to have different sizes and multiple breakpoints for different screen sizes.

All controls (or children of the grid) have a base width of 12, meaning that they fill the entire width of the grid. A child with the width of 6 will occupies half of the grid, a child with the width of 8 will occupy 2/3s of the grid.

The grid will fill its columns from left to right and fit up to 12 columns in each "row".

Sizes for the controls can be set in the ui [SKRIV HÄR, måste kanske ändra en grej i hur man konfar kommer jag på nu.]

All controls will be rendered into the layout according to the order that they are defined.

Each breakpoint (a key) matches with a fixed screen width (a value):

  • xs, extra-small: 0px

  • sm, small: 600px

  • md, medium: 900px

  • lg, large: 1200px

  • xl, extra-large: 1536px

Advanced layouts

For more advanced layout options you can also configure a "ui:grid" property on the ui for the step.

Using the "ui:grid" all other rendering will be bypassed, and only items found in the "ui:grid" will be rendered.

With "ui:grid" it is also possible to nest grids.

    "ui": {
      "ui:grid": {
        "spacing": 3,
        "items": [
          {
            "size": 12,
            "spacing": 2,
            "items": [
              {
                "size": { "xs": 12, "sm": 6 },
                "spacing": 3,
                "items": [{ "item": "firstName" }, { "item": "lastName" }]
              },
              {
                "size": { "xs": 12, "sm": 6 },
                "items": [{ "item": "helpText" }]
              }
            ]
          },
          {
            "items": [
              { "size": 8, "item": "address" },
              { "size": 4, "item": "postalCode" }
            ]
          }
        ]
      }
    }

TextArea

Use to display text from a text file. Markdown is supported as well as templating: {{flow.xxxx}} etc. Currently translation is not supported

Example markdown:

# A Big Heading

Here’s some **bold text** to highlight something important and *italic text* to emphasize something else.  
We can also *combine* **multiple styles** if we want to be extra clear.

## A Smaller Heading

1. **Item One**: A significant point.
2. *Item Two*: A slightly less important point.
3. ~~Item Three~~: An invalid point.

### An Even Smaller Heading

Here’s a code block to show an example of code:

```javascript
function greet(name) {
  console.log(`Hello, ${name}!`);
}
greet('World');

Properties

Edit Entra ID user, update group membership.

Name
Desciption
Default value
Mandatory

This control works in conjunction with EntraID module. It must be installed.

Exposed data to flow

Object array, "entra_pending_remove" - contains data on what groups to remove from user.

Object array, "entra_pending_add" - contains data on what groups add to user.

Array data will ha the syntax:

[{"id":"1234567","displayName":"Group 1"}]

Markdown

Markdown is a lightweight markup language that you can use to add formatting elements to a step.

Add one or several labels and/or descriptions text elements to a step. Example below shows a markdowns example, one label and one description.

The example can be added as one markdown or two separate markdowns.

Configuration when one markdown

Configuration when one markdown

Note. When using several markdowns in one step, make sure the id is unique.

Link to basic syntax supported using Markdown

Click following link for a number of examples on how to use markdown in a step.

Properties

Use to display text from a text file. Markdown is supported as well as templating: {{flow.xxxx}} etc. Currently translation is not supported

Name
Desciption
Default value
Mandatory

type

Must be EntraUserEditGroupMember.

N/A

namespace

Identifier of EntraID module to use

default

columns

List array with columns to display

["displayName","description"]

change_is_required

Force admin to update user, true/false

false

  {
    "id": "entraGroupSelector",
    "type": "EntraGroupSelector",
    "config": {
        "namespace": "tenant1",
        "columns": [
            "displayName",
            "description"
        ]
    }
}

type

Backend implementation

N/A

config.file_template

File to load

N/A

ui.ui:widget

What frontend widget to use. Use "MarkdownWithBackendWidget"

MarkdownWithBackendWidget

{
    "id": "textarea1",
    "type": "TextArea",
    "config": {
        "file_template": "<relative_or_absolute_path>/template.txt"
    }
}

Properties

A value picker component, that lets the user select a given value from a list.

Name
Description
Default
Mandatory

type

Control implementation

N/A

id

Unique ID within the flow

N/A

config.required

Must have a value when leaving the step. true/false

false

config.readonly

Open to edit by enduser. true/false

false

config.default_value

This value is selected per default

config.options

Select options (list of objects)

N/A

config.options.title

An option title

N/A

config.options.value

An option value

N/A

{
    "id": "identificationMethod",
    "type": "ValuePicker",
    "config": {
        "required": true,
        "default_value": "{{ flow.preferred_auth }}"
        "options": [
          {
            "title": "Username/Password",
            "value": "uidpwd"
          },
          {
            "title": "BankID",
            "value": "bankid"
           }
      ]
    }
}

{
    "id": "chooseRole",
    "type": "ValuePicker",
    "ui": {
        "ui:size": {
            "md": 6
        }
    },
    "config": {
        "required": false,
        "options": [
            {
                "title": "Human Resources",
                "value": "hr"
            },
            {
                "title": "Sale",
                "value": "sale"
            },
            {
                "title": "IT",
                "value": "it"
            },
            {
                "title": "Engineering",
                "value": "engineering"
            }
        ]
    }
}

Properties

Manage group members for a selected Active Directory group.

Requirements

An LdapClient module deployed with matching name as defined in "namespace".

Configuration

Name
Desciption
Default value
Mandatory

type

Must be

ActiveDirectoryGroupEditGroupMember

N/A

namespace

Identifier of LdapClient module to use

"default"

columns

List array with columns to display

["displayName", "mail", "mobile"]

base_dn

Search base DN.

"DC=company,DC=local"

scope

Search scope.

"SUB"

current_filter

Search filter. Used to fetch current members of the group.

N/A

available_filter

Search filter. Used to fetch available members of the group.

N/A

  {
    "id": "adGroupMember",
    "type": "ActiveDirectoryGroupEditGroupMember",
    "config": {
        "namespace": "ldap_client_1",
        "base_dn": "DC=company,DC=local",
        "scope": "SUB",
        "current_filter": "memberOf={{{flow.findMyActiveDirectoryGroups}}}",
        "available_filter": "(&(|(objectClass=user)(objectClass=group))(!(memberOf={{{flow.findMyActiveDirectoryGroups}}})))",
        "columns": [
            "displayName",
            "mail",
            "sAMAccountName",
            "mobile"
        ]
    }
}

This control works in conjunction with LdapClient module. It must be installed.

Exposed data to flow

Object array, "ad_pending_remove" - contains data on what members to remove from group.

Object array, "ad_pending_add" - contains data on what members to add to group.

Example data in finalize pipe:

...
"ad_pending_add" : [ 
    { 
        "id" : "CN=Felix Andreasson,OU=Demo,DC=company,DC=local", 
        "displayName" : "Felix Andreasson" 
    }, 
    { 
        "id" : "CN=Eva Ek,OU=Demo,DC=company,DC=local", 
        "displayName" : "Eva Ek" 
    } 
],
"ad_pending_remove" : [ 
    { 
        "id" : "CN=Lance Armsson,OU=Demo,DC=company,DC=local", 
        "displayName" : "Lance Armsson" 
    }, 
    { 
        "id" : "CN=Britt Thomasson,OU=Demo,DC=company,DC=local", 
        "displayName" : "Britt Thomasson" 
    } 
]
...

Valves used in finalize pipe

ActiveDirectoryAddGroupToMembers

Used to add group members to a specified group

ActiveDirectoryRemoveGroupFromMembers

Used to remove group members from a specified group

Properties

Find an Entra ID user based on search data

Name
Desciption
Default value
Mandatory

type

Must be EntraGroupSelect.

N/A

namespace

Identifier of EntraID module to use

default

columns

List array with columns to display

["displayName", "mail", "mobilePhone", "companyName", "department"]

search_attributes

List array with columns used for searching. Search is done using "starts with".

["displayName","mail"]

ui.ui:search

Should search input be visible for end user, true/false

true

owned_users_only_attribute

If set, users will be filtered based on the attribute.

N/A

  {
    "id": "entraUserSelect",
    "type": "EntraUserSelect",
    "config": {
        "namespace": "tenant1",
        "columns": [
            "displayName",
            "description"
        ]
    },
    "ui": {
        "ui:search": false
    }
}

This control works in conjunction with EntraID module. It must be installed.

Only showing used by end user

Set owned_users_only_attribute will cause control match the data from owned_users_only_attribute. Matching is done using data from owned_users_only_attribute and entra_identifier.

entra_identifier is read from session or flow. Session read first then flow.

Settings "owned_users_only_attribute":"manager", will match value from entra_identifier with id in "manager". Only showing users where user is set to owner.

Exposed data to flow

"selected_entra_id" - id of selected group

"selected_entra_displayName" - display name of selected group.

WorkOrderCreate

Creates a work order for later acceptance or dismissal. To each work order there is a pdf file containing details about the order.

Configuration

Valve name: WorkOrderCreate

Name
Description
Default value
Mandatory
Expanded

namespace

Namspace of Workorders module

default

order_type

Arbitrary type of the order. Use a-z and "_". This is used for selection later on.

N/A

display_name

Used in UI for presentation.

N/A

description

Used in UI for presentation.

N/A

body

Any data one might need for later when processing the work order. It can use both static and expanded data. See example below

N/A

properties

Meta data about the order. Example is name & description.

N/A

order_file_name

Just the name of the PDF file describing the order. Location of the order file is handled by the work orders module

N/A

attestors

Json array of identifiers that can accept or dismiss the order.

N/A

originator

Identifier who created the order.

N/A

approval_policy

Allowed value is one of: ATTESTED_ANY or ATTESTED_ALL

ATTESTED_ALL

accept_pipe

Pipe to execute on accept

N/A

reject_pipe

Pipe to execute on reject

N/A

{
    "name": "WorkOrderCreate",
    "config": {
        "namespace": "default",
        "order_type": "CreateAccount",
        "display_name": "Create account",
        "description": "Account creation requested",
        "order_file_name": "{{item.pdf_file}}",
        "specification_name": "",
        "approval_policy": "ATTESTED_ANY",
        "body": {
                      "data": "for",
                      "some": "pipe"
                    },
        "attestors": [
            "jack",
            "jill"
        ],
        "originator": "lord_hemlet",
        "accept_pipe": "order_accepted_pipe",
        "reject_pipe": "order_rejected_pipe"
    }
}

Operational data to work order - body

Data used for the accept/reject pipe is stored in the body property. It is stored as a Json object and will be available att process time for the order.

Default data in the body is everything available in the request when calling pipes for work order creation.

Excluded data are properties starting with "__".

When creating an order the body is logged and visible if set in debug.

Custom pattern for just work order valves is fortified.flow.api.pipes this can be used only to enable debug for work order.

Order file - order_file_name

Contains details of the order and is mandatory. Location of the file should not be a part of order_file_name. It must be located in pre configured location.

Work orders module must be enabled for valve to function:

https://docs.fortifiedid.se/workorders

Properties

Find an Entra ID group based on search data

Name
Desciption
Default value
Mandatory

type

Must be EntraGroupSelect.

N/A

namespace

Identifier of EntraID module to use

default

columns

List array with columns to display

["displayName","description"]

search_attributes

List array with columns used for searching. Search is done using "starts with".

["displayName","mail"]

ui.ui:search

Should search input be visible for end user, true/false

true

owned_groups_only_attribute

If set, groups will filtered based on the attribute.

N/A

  {
    "id": "entraGroupSelect",
    "type": "EntraGroupSelect",
    "config": {
        "namespace": "tenant1",
        "columns": [
            "displayName",
            "description"
        ]
    },
    "ui": {
        "ui:search": false
    }
}

This control works in conjunction with EntraID module. It must be installed.

Only showing groups by end user

Set owned_groups_only_attribute will cause control match the data from owned_groups_only_attribute. Matching is done using data from owned_groups_only_attribute and entra_identifier.

entra_identifier is read from session or flow. Session read first then flow.

Settings "owned_groups_only_attribute":"owners", will match value from entra_identifier with id in "owners". Only showing groups where user is set to owner.

Exposed data to flow

"selected_entra_id" - id of selected group

"selected_entra_displayName" - display name of selected group.

Properties

Use to select one option from a list that is populated from the result of an LDAP query.

Configuration

Name
Desciption
Default value
Mandatory

type

Must be ActiveDirectorySelectOneValue

N/A

config.required

Must have a value when leaving the step. true/false

false

config.readonly

Open to edit by enduser. true/false

false

config.base_dn

Search base DN

config.scope

Search scope

config.attributes

Query these attributes

config.pre_filter

Display current value if present

config.filter

Query filter

config.display_key

This attribute is displayed to the user

config.value_key

This attribute is the selected value.

{
  "id": "selectedManager",
  "type": "ActiveDirectorySingleSelect",
  "config": {
    "attributes": [
      "displayName",
      "sAMAccountName"
    ],
    "base_dn": "OU=Product_Testing,DC=company,DC=local",
    "scope": "SUB",
    "pre_filter": "(distinguishedName={{flow.manager}})",
    "filter": "(&(|(givenName={{search_query}})(sn={{search_query}}))(!(sAMAccountName={{flow.selectedUser}})))",
    "display_key": "cn",
    "value_key": "distinguishedName"
 }
}

Search filter

The search filter is a template that has access to all data that is available in the flow. Additionally, the template can use the parameter search_query, that contains the user input.

The attributes defined by display_key and value_key are always queried.

{
   "id": "top_text_label_description",
   "type": "Markdown",
   "data": "# Create an Active Directory user  \nEnter information about the user you want to create."
}
{
   "id": "top_text_label",
   "type": "Markdown",
   "data": "# Create an Active Directory user"
},
{
   "id": "top_text_description",
   "type": "Markdown",
   "data": "Enter information about the user you want to create."
}
https://www.markdownguide.org/cheat-sheet/

Properties

Update group membership for a selected user.

Requirements

An LdapClient module deployed with matching name as defined in "namespace".

Configuration

Name
Desciption
Default value
Mandatory

This control works in conjunction with LdapClient module. It must be installed.

Exposed data to flow

Object array, "ad_pending_remove" - contains data on what groups to remove from user.

Object array, "ad_pending_add" - contains data on what groups to add to user.

Array data will have the syntax:

Valves used in finalize pipe

ActiveDirectoryAddMemberToGroups

Used to add a single group member to groups

ActiveDirectoryRemoveMemberFromGroups

Used to remove a single group member from groups

Properties

This section includes the main parameters for the Forms module.

Name
Description
Default value
Mandatory

type

Must be ActiveDirectoryUserEditGroupMember

N/A

namespace

Identifier of LdapClient module to use

default

columns

List array with columns to display

["cn","description"]

change_is_required

Force admin to update user, true/false

false

base_dn

Search base DN.

"DC=company,DC=local"

scope

Search scope.

"SUB"

current_filter

Search filter. Used to fetch all groups the the user is a member of.

N/A

available_filter

Search filter. Used to fetch available groups.

N/A

"ad_pending_add": [
    {
        "id": "CN=AWS administrator,OU=access_review,OU=Governance,OU=IdM_demo,OU=Product_Testing,DC=company,DC=local",
        "description": "Test",
        "cn": "AWS administrator",
        "sAMAccountName": "AWS administrator"
    },
    {
        "id": "CN=Cert Publishers,CN=Users,DC=company,DC=local",
        "description": "Members of this group are permitted to publish certificates to the directory",
        "cn": "Cert Publishers",
        "sAMAccountName": "Cert Publishers"
    }
],
"ad_pending_remove": [
    {
        "id": "CN=Access Control Assistance Operators,CN=Builtin,DC=company,DC=local",
        "cn": "Access Control Assistance Operators",
        "sAMAccountName": "Access Control Assistance Operators",
        "description": "Members of this group can remotely query authorization attributes and permissions for resources on this computer."
    }
]
{
    "id": "adUserGroupMember",
    "type": "ActiveDirectoryUserEditGroupMember",
    "config": {
        "namespace": "ldap_client_1",
        "base_dn": "DC=company,DC=local",
        "current_filter": "(&(objectClass=group)(member={{{flow.findMyActiveDirectoryUsers}}}))",
        "available_filter": "(&(objectClass=group)(!(member={{{flow.findMyActiveDirectoryUsers}}})))",
        "columns": [
            "cn",
            "sAMAccountName"
        ]
    }
}

name

Must be Forms

N/A

http_context

What context is application served under.

/forms

webroot_dir

Where to load web resources from.

web

http_auth_redirect_url

Where to send the user for authentication

/forms/authn/login

overlay_dir

Where to load the overlayed resources from.

N/A

flows

An array with file path to flows to be loaded. Recommended is using @include directive.

N/A

verbose_logs

Array with string values. Possible values are

"flow","session","controls"

[]

{
  "name": "Forms",
  "config": {
        "http_port": "8090",       
        "overlay_dir": "/config/resources_external/overlays",
	}
}
{
    "name": "Forms",
    "config": {
        "flows": "@include:flows/*/*/flow.json",
        "http_listener": "default",
        "logout_endpoint_url": "${globals.logout_endpoint_url}",
        "overlay_dirs": [
            "${system.customer_home}/overlay/"
        ],
        "verbose_logs": [
            "flow",
            "session"
        ]
    }
}
UI

Step

Steps are comparable to pages in a form, where each step includes sections that focus on a specific area. By linking steps, one can create highly customizable IAM solutions.

Creating a step

A step is represented by a json object. Steps can be loaded from one json file or multiple files. Recommended setup is to keep each step in a single file. This will simplify configuration and overview.

Name
Description
Default
Mandatory

Text shown in browser tab. Overrides overlay.

Forms - Fortified ID

Sort order of step. Omitting will result in undetermined execute order.

N/A

Used as a robot mitigator. How long before a step is allowed to be posted back to the server. Format conforms to

0

Favicon for this step.

Internal FortifiedID icon

Same as Flow but can override in a step

Empty array[]

List if controls for this step

N/A

Pipe to be executed moving to next step.

N/A

Same as for flow but can override in a step.

See Flow

Example step to create a user.

{
    "controls": [
        {
            "id": "top_text_label",
            "type": "Markdown",
            "data": "# Create an Active Directory user \nEnter information about the user you want to create."
        },
        {
            "id": "givenName",
            "type": "Input",
            "ui": {
                "ui:size": {
                    "md": 6
                }
            },
            "schema": {
                "format": "strict"
            },
            "config": {
                "type": "string",
                "required": true
            }
        },
        {
            "id": "sn",
            "type": "Input",
            "ui": {
                "ui:size": {
                    "md": 6
                }
            },
            "schema": {
                "format": "strict"
            },
            "config": {
                "type": "string",
                "required": true
            }
        },
        {
            "id": "mail",
            "type": "Input",
            "ui": {
                "ui:size": {
                    "md": 6
                }
            },
            "schema": {
                "format": "email"
            },
            "config": {
                "type": "string",
                "required": true
            }
        },
        {
            "id": "mobile",
            "type": "Input",
            "ui": {
                "ui:size": {
                    "md": 6
                }
            },
            "schema": {
                "format": "phone"
            },
            "config": {
                "type": "string"
            }
        },
        {
            "id": "chooseRole",
            "type": "ValuePicker",
            "ui": {
                "ui:size": {
                    "md": 6
                }
            },
            "config": {
                "required": false,
                "options": [
                    {
                        "title": "Human Resources",
                        "value": "hr"
                    },
                    {
                        "title": "Sale",
                        "value": "sale"
                    },
                    {
                        "title": "IT",
                        "value": "it"
                    },
                    {
                        "title": "Engineering",
                        "value": "engineering"
                    }
                ]
            }
        },
        {
            "id": "adUserFindManager",
            "type": "ActiveDirectorySingleSelect",
            "ui": {
                "ui:size": {
                    "md": 6
                }
            },
            "config": {
                "attributes": [
                    "cn"
                ],
                "namespace": "${globals.ldap1_name}",
                "base_dn": "${globals.ldap1_flows_search_user_dn}",
                "scope": "SUB",
                "pre_filter": "(distinguishedName={{flow.manager}})",
                "filter": "(cn={{search_query}})",
                "value_key": "distinguishedName",
                "display_key": "cn"
            }
        }
    ]
}

Example step to edit and find users.

{
    "controls": [
        {
            "id": "top_text_label",
            "type": "Markdown",
            "data": "# Change user\nSelect the user you want to modify"
        },
        {
            "id": "findActiveDirectoryUser",
            "type": "Selector",
            "config": {
                "columns": ["displayName","sAMAccountName","url","manager"],
                "pipe_id": "active_directory_edit_user_step01_widget"
            }
        }
    ],
    "pipe": "active_directory_edit_user_step01"
}

Example with all main properties.

{
    "document_title": "flow00.step01.document_title",
    "favicon": "favicon.ico",
    "order": 1,
    "verbose_logs": [
        "flow",
        "session"
    ],
    "time_lock": "PT3S",
    "controls": [],
    "pipe": "forms.flow00.step01",
    "buttons": {
        "next_button": {
            "enabled": true,
            "text": "flow00.step01.next_button"
        },
        "save_button": {
            "enabled": true,
            "text": "flow00.step01.create_button"
        },
        "restart_button": {
            "enabled": true,
            "text": "flow00.step01.restart_button"
        }
    }
}

Pipe execution

If configured, execution of a pipe is done with all data available to the step. This means data will vary depending on what step is executed.

Data from all previous executed steps will be sent to pipe and accessed in pipes using {{request. pattern.

Returning from pipe execution

In order to be able to access any data returned from a pipe, return a single item in a pipe.

Data will available using {{flow.xxx}} pattern.

document_title
order
time_lock
favicon
verbose_logs
controls
pipe
buttons.xxx
https://en.wikipedia.org/wiki/ISO_8601

Attestor

Allows for users to accept or reject work-orders.

User mapping

For an order to be displayed in the list selection is made base on user login subject. Most likely the SAML NameID attribute from SP login.

Release notes

This will highlight the most important items. For in depth detail contact Fortified ID.

3.1.1

Force a control sending data to pipe

It is now possible forcing a control sending data to pipe even if not changed by user.

Done by setting:

CVE updates

Updating underlying building blocks, both front and backend, in order to keep CVE risks at a minimum.

"always_include":true

Container

Install product

To install on Container/Docker, click the following link: https://docs.fortifiedid.se/installation

Verify installation

When installation is completed, verify the following:

Replace <container_display_name> with the container name and replace <product_name>:<version> with the image product name and version.

docker run -p 8080:8080 --detach --name forms fortifiedid.jfrog.io/docker/fortifiedid/forms:<version> -c Node config/config.json

Parameter explanation:

-c

Direct system output to stdout.

Node

Start the Node module.

config/config.json

Use the given configuration file. Path is relative to SERVER_HOME inside the container.

Check the log to ensure that the server was successfully bootstrapped:

docker logs -f forms

Finally, check that the server is up and running by pointing your browser at http://localhost:8080/forms/demo1 or

2

Note. Starting, stopping, and restarting the service are handled by Docker commands.

Breaking changes

Here we address changes that may cause previously working configurations to stop working after the update, if they are not adjusted to handle the changes below.

Only updated values are sent to pipe

Data changed by user will be sent to pipe.

Updated default encryption

As of 3.1.1 default encryption has been changed. This will only affect systems where encryption is enabled.

To keep previous implementation ensure environment setting:

FORTIFIED_SECRETS_IMPL = local

Pipes

The Pipe module refer to the pipes used for each flow.

Module name: Pipes

Properties

This section includes the main parameters for the Pipe module.

Name
Description
Default value
Mandatory

pipes

Location if pipes for each flow

N/A

{
    "name": "Pipes",
    "config": {
        "pipes": "@include:flows/*/*/pipes/*.json"
    }
}

EntraUserEditGroupMember

Edit Entra ID user, update group membership.

Use this control to manage groups for a selected user. Note. To select the user, which often is done in a previous step, use the control EntraUserSelect.

Requirements

An Entra ID module deployed with matching name as defined in "namespace".

An Entra ID identifier, "selected_entra_id", located in either session or flow. Data is taken from session first and flow second. selected_entra_id must reference a Entra ID user.

Properties

Edit Entra ID group, update group members

Name
Desciption
Default value
Mandatory

type

Must be EntraGroupEditGroupMember.

N/A

namespace

Identifier of EntraID module to use

default

columns

List array with columns to display

["displayName", "mail", "mobilePhone", "companyName", "department"]

change_is_required

Force admin to update user, true/false

false

exclude_id

Typically the id of current user. ID will not be visible. Configured value is taken from session or flow. First session, flow second.

N/A ("")

  {
    "id": "entraGroupEditGroupMember",
    "type": "EntraGroupEditGroupMember",
    "config": {
        "namespace": "tenant1",
        "columns": [
            "displayName",
            "mail",
            "mobilePhone",
            "companyName",
            "department"
        ]
    }
}

This control works in conjunction with Entra ID module. It must be installed.

Exposed data to flow

Object array, "entra_pending_remove" - contains data on what groups to remove from user.

Object array, "entra_pending_add" - contains data on what groups add to user.

Array data will ha the syntax:

[{"id":"1234567","displayName":"Group 1"}]

Flow

See a Flow as an app. It defines things like number of steps, path of access and if it is public or protected by authentication. A Flows aims to guide end-users performing a well defined IAM task.

Setting up a flow

The Flow is defined by a JSON file. Name of the file can be anything, but flow.json is a recommended name. Format of the data inside must be either JSON or JSONC. The flow.json file will be picked up, loaded and exposed by the Forms module.

Name
Description
Default
Mandatory

Last part of the URL how to access the flow. Must be unique within the forms module.

N/A

If flow can be accessed without any authentication (true/false).

false

Array of named roles user must have in order to access the flow, "one of"

Empty array: []

Should progress bar be visible (true/false).

true

Should user menu be visible (true/false).

true

Additional logging options. Note. This can be added to forms module and will then be available in all flows.

Empty array []

Steps to include for the flow. Recommendation is using @include directive for better overview.

Empty array []

Pipe executed before first step.

N/A

Pipe to execute when last step is complete.

N/A

Step used after last regular step is executed with success. Used for user notification etc. Do not out any logic here.

N/A

Step used after last regular step is executed with with failure. Used for user notification etc. Do not out any logic here.

N/A

Should next button be enabled (true/false).

true

Text on "Next" button

Next

Should save button be enabled (true/false).

true

Text on "Save" button

Save

Should restart button be enabled (true/false).

true

Text on "Restart" button

Restart

{
    "name": "demo",
    "public": false,
    "require_roles": [
        "role00"
    ],
    "enable_progressbar": false,
    "show_user_menu": true,
    "verbose_logs": [
        "flow",
        "session"
    ],
    "buttons": {
        "next_button": {
            "enabled": true,
            "text": "flow00.next_button"
        },
        "save_button": {
            "enabled": true,
            "text": "flow00.create_button"
        },
        "restart_button": {
            "enabled": true,
            "text": "flow00.restart_button"
        }
    },
    "steps": "@include:steps/*.json",
    "pre_pipe": "forms.flow00.pre_pipe",
    "pipe": "forms.flow00.finalize",
    "incomplete": "@include:incomplete.json",
    "summary": "@include:steps/summary.json"
}

Before step 1

Sometimes it is necessary to perform some kind of logic before first step is rendered. Typically used for validation and or collecting data reqired in step 1.

For case like this use pre_pipe.

In order to consume data in subsequent steps, make sure the pipe returns one item. Data in this item will be accessible using {{flow.xxx}}

name
public
require_roles
enable_progressbar
show_user_menu
verbose_logs
"flow",
"session"
steps
pre_pipe
pipe    
summary
incomplete
buttons.
next_button
.enabled
buttons.
next_button.
text
buttons.
save_button.
enabled
buttons.
save_button.
text
buttons.
restart_button.
enabled
buttons.
restart_button.
text