8.4 Using the Editing Buttons

Table 8-1 lists the editing buttons you can use to specify values for attributes.

Table 8-1 Editing Buttons for Specifying Users and Groups

Button

What It Does

Looks up a value to use in an entry

Displays a History list of values used in an entry

Resets the value of a selected entry

Adds a new entry. You can add more than one entry.

Indicates that more than one entry exists.

Deletes a selected entry and its value

IMPORTANT:It is possible to use the Edit User page of the Identity Self-Service tab to break the hierarchical reporting structure. For example, you can add a direct report to a manager even if the direct report has another manager assigned, or you can have a manager report to a person in his or her own organization.

8.4.1 To Look Up a Container

  1. Click Lookup to the right of an entry for which you want to look up a container:

    The Lookup page displays a tree of containers:

    Looking up a container

    You can expand or collapse the nodes in this tree (by clicking the + or - buttons) to look for the container you want.

  2. If necessary, specify search criteria for the container you want.

    In the text box, type all or part of the container name to search for. The search finds every container name that begins with the text you type. It is not case sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

    For instance, all of the following examples find the container named users:

    Users
    users
    u
    u*
    *s
    *r*
    
  3. Click Search.

    The Lookup page displays your search results:

    Container Lookup results
  4. Select the container you want from the tree.

    The Lookup page closes and inserts the name of that container into the appropriate entry.

8.4.2 To Look Up a User

  1. Click Lookup to the right of an entry (for which you want to look up a user):

    Lookup button

    The Lookup page displays:

    Looking up a user
  2. Specify search criteria for the user you want:

    1. Use the drop-down list to select a search by First Name or Last Name.

    2. In the text box next to the drop-down list, type all or part of the name to search for.

      The search finds every name that begins with the text you type. It is not case sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

      For instance, all of the following examples find the first name Chip:

      Chip
      chip
      c
      c*
      *p
      *h*
      

      A manager lookup searches only for users who are managers.

  3. Click Search.

    The Lookup page displays your search results:

    Lookup results for a search for a user

    If you see a list of users that includes the one you want, go to Step 4. Otherwise, go back to Step 2.

    You can sort the search results in ascending or descending order by clicking the column headings.

  4. Select the user you want from the list.

    The Lookup page closes and inserts the name of that user into the appropriate entry.

8.4.3 To Use the History List

  1. Click History to the right of an entry (whose previous values you want to see):

    History button

    The History list displays, with values in alphabetical order:

    History list
  2. Do one of the following:

    If you want to

    Do this

    Pick from the History list

    Select a value that you want from the list.

    The History list closes and inserts that value into the appropriate entry.

    Clear the History list

    Click Clear History.

    The History list closes and deletes its values for this entry. Clearing the History list does not change the current value of the entry.