Shared Services - Dynamic Self-registration Form

Introduction

As a part of our Self-registration capabilities the User Request Form enhances the way external users request access to our platform as part of the unified authentication flow. This update replaces the previous registration form with a more flexible, configurable experience, while preserving security, consistency, and predictable downstream behavior.

With this release, administrators can tailor the self-registration form to collect meaningful contextual information (such as company, country, or area of interest) at the moment of access request. This helps reduce follow-up communication, improves approval decisions, and speeds up onboarding, especially in non-SSO and hybrid-SSO environments.

How it works

Overview of the new self-registration flow

The enhanced User Request Form is built on a fixed but configurable structure. Instead of creating custom fields from scratch, administrators enable and configure a predefined set of optional fields. 

When an external user submits the form:

1. A Pending User record is created

2. All submitted information is made available to administrators during approval

3. Existing approval and notification workflows remain unchanged

Admin configuration

Administrators manage the User Request Form in Portal Settings, where they can:

• Enable or disable individual optional fields

• Mark fields as required or optional

• Customize field labels shown to users

• Define selectable options for dropdown and multi-select fields

• Control the display order of fields on the form

Self-registration form builder for admins

Self registration form for end users

Submission and approval

• Submitting the form creates a Pending User record

• All submitted data is visible in the User Admin approval panel

• Admins approve or reject requests using the existing workflow

• Email confirmations and approval notifications remain unchanged

Data visibility in SiteAdmin

• Submitted data appears in a new Custom fields tab in SiteAdmin

• Data is read-only and cannot be edited