Help with Dynamic Dropdown in Custom Form – Populate Roles Based on Functional Area Selection (IdentityNow)

Hi everyone,

We’re working on creating a custom form in SailPoint IdentityNow where we need to dynamically populate dropdown values based on the selection made in a field above.

Specifically:

  • We have a dropdown for Functional Areas.
  • Based on the selected functional area, we want the next dropdown to show relevant Role Names associated with that area.

Has anyone implemented a similar use case in IdentityNow custom forms?
We’re looking for a way to dynamically filter the options for the second dropdown based on the first field’s value. If anyone has example JSON snippets or guidance on how this can be achieved (e.g., using transform, identity attributes, or form rules, workflows or search query), that would be really helpful.

Thanks in advance!
Isha Singh

Hi @IshaSingh, I’ve done this a few times before with forms mostly using the Search query as the filter. Here is an example that may work for your use case:

This depends on where your “Functional Areas” data is stored. I have it set to the Description attribute storing this, but you can update the “Filter Attribute” to whatever attribute you are storing the “Functional Areas” in.

You can see I’m using a variable {{$.form.data.FunctionalAreas}} to only include values that contain that data in the “Filter Value” field. Hope this is what you’re looking for!

Hello Tyler,



How to achieve this in custom forms in ISC?

Thankyou,
Isha

Thankyou for your response! I tried going by this approach but it is not helping. I want to populate roles based on functional area. I have attached screenshot for reference.

are you not defining functional area in account schema?

Functional Area is defined in Account schema as SECURITY_GROUPS but workday connector is not able to aggregate these SECURITY_GROUPS.

if its was aggregated that is good one compared to forms. coming to form we can populate roles but need to thing how can we populate functional area. Need to replicate this scenario.

Functional Area I have given as static values in the form