Build a Logon form

Generate a Logon form automatically without creating an external web page that you then redirect to your site.

  1. Navigate to User interface > Forms.

    The Forms list page appears.

  2. On the Generate list, select Logon form.

    The Generate logon form dialog box is displayed.

  3. On the Type list, select one of the following options.

    Windows authentication

    Creates a Logon form that uses Windows authentication. When you open such form in the browser, the system automatically logs you on to TotalAgility, and opens the Work queue form.

    Manual

    Creates a Logon form that uses manual login. When you open such form in the browser, you need to enter the password to log in.

    To allow manual login using password, select Use password. In case, you forget the password, you can reset the password using the Forgot password link. See Reset the password.

    Federated security

    Creates a Logon form that uses the federated security. See Federated security.

    • If you are an existing user in TotalAgility and you open a Logon form that uses federated security, the Authentication provider page opens where you need to select the authentication provider. Upon successful login, the system automatically logs you on to TotalAgility.

      If more than one authentication provider is configured, on the list, select the authentication provider to use.

    • If you are not an existing user in TotalAgility and you open a Logon form that uses federated security, the Authentication provider page opens where you need to select the authentication provider. Upon successful login, the system logs you on to TotalAgility and the user is added to TotalAgility using the User claim mappings or by specifying the username, name or Email address. See Configure the federated security.

  4. Enter the Form name.
  5. On the Category list, select the category.
  6. Click Generate and save or Generate and release.

    The form is generated. By default the generated form has the following format: LogonForm.

Reset the password

  1. Open the Logon form in runtime.
  2. Enter your User name.
  3. Click the Forgot password? link.

    The Forgot password page appears.

  4. Enter a valid email address in the Email address box.
  5. Click Submit.

    An email with URL to reset the password is sent to the specified email address.

  6. Click the URL and reset the password.

    Click Cancel to logon using the old password.