Welcome > Form Designer module > Automatically generate forms > Build a Logon form

Build a Logon form

Generate a Logon form automatically without creating an external web page that you then redirect to your site. The generated form has the following format: LogonForm.

  1. On the Home page, click Form Designer > Logon.

    The Logon page appears.

  2. 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 logon. When you open such form in the browser, you need to enter the password to login. In case, you forget the password, you can reset the password using the Forgot Password link. See Reset the password.

    To allow manual logon without using password, click No for Use Password. (Default: Yes)

    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 logon, the system automatically logs you on to TotalAgility.

      Note 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 log on, 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 federated security.

  3. Click Generate.

    The form is generated.

Reset the Password

  1. On the Logon page, click Forgot Password.

    The Forgot Password form appears.

  2. Enter a valid email address in the Email Address box.
  3. Click Submit.

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

  4. Click the URL in the email and reset the password.

    Click Cancel to logon using the old password.