Automatic Template Binding allows Activate Web Forms to apply a binding template to a form automatically when the form is bound into the job.

This removes the need for form authors to manually apply template XML in server-side code.

In most cases, this type of custom binding code can be removed.

Use Automatic Template Binding when a form needs to populate or update job arguments based on a selected item, role, resource, or other object.

It is especially useful when working with:

Select-style controls such as SelectUser 

Role-based or resource-based form configuration 

When a form is bound into the job, Activate checks for a binding template associated with that form.

If a template is found, Activate applies it to the job arguments automatically.

This allows the selected object or form context to populate the required data without additional scripting.

A binding template can be defined in either of the following ways.

Add a BindingTemplate element directly inside the form definition.

Use this when the template is specific to the form and should be maintained with the form definition.

Create a parameter using the form name with .Template appended.

This parameter can contain the template directly or reference another parameter.

Use this approach when the template should be managed separately from the form definition or reused across forms.

WebForm.Template defines the binding template 

When WebForm is bound into the job, the template is applied automatically 

Automatic Template Binding helps simplify form development by:

Making form behaviour easier to maintain 

Keeping template logic closer to the form configuration 

Supporting dynamic form behaviour with less manual scripting 

Identify custom code that manually applies templates using ApplyXml 

Move that logic into a BindingTemplate or .Template parameter where possible 

Remove the custom code once the automatic template has been verified 

Test the form to confirm job arguments are populated correctly 

Prefer Automatic Template Binding over custom server-side template application wherever possible.

Use server-side code only when the binding logic cannot be represented cleanly through a template.

Available Roles

Automatic Template Binding

Microsoft’s cloud platform providing infrastructure, networking, storage, and application services. In Activate, it’s used as the hosting environment or for integration with Microsoft 365 and Entra ID services.

Azure

DotNetVersion

Microsoft Entra Connect (formerly Azure AD Connect) is a tool that syncs on-premises Active Directory identities with Microsoft Entra ID, enabling hybrid identity and seamless access to cloud resources.

Microsoft_Entra_Connect

Active Directory (AD) is Microsoft’s directory service that stores and manages user accounts, devices, and permissions, enabling secure authentication and centralized access control within a Windows network.

Active_Directory

ActivateJobService

ActivateAdministrator

SupportedPowerShellVersions

SupportedOSVersions

SupportedSQLVersions

Name that identifies the instance of Activate.  This is only used by Administrators and isn't displayed to end users.

instance_name

An installation type of Activate where there is no local domain connection, all authentication, authorisation and identity management is handled by Entra ID.

Cloud_Only

Microsoft Entra ID (formerly Azure Active Directory) is Microsoft’s cloud-based identity and access management service, providing secure authentication, user lifecycle management, and access control for Microsoft 365 and other apps.

Microsoft_Entra_ID

A software switch that enables or disables functionality at runtime without redeploying code. In Activate, they are configured under //Resources/Configuration/FeatureFlags.

feature_flag

Microsoft module for managing Exchange Online, using modern authentication and REST API–based cmdlets for faster, more reliable automation of mailboxes, compliance, and organisation settings.

EXO_V3_PowerShell_Module

An Organizational Unit (OU) is a container in Active Directory used to organise users, groups, computers, and other objects within a domain. OUs help structure resources logically and apply group policies for easier management and administration.

A User Type is a template in Activate that defines rules, attributes, and behaviours for a category of users (e.g., Employee, Contractor), ensuring consistent user account setup and configuration.

User_Type

A resource object in Activate representing a physical or virtual Exchange Server

Exchange_Server_Resource

Defines the object type that the resource will emulate or operate as.

Class_parameter

Clonesthe selected inherited parameter to make a local copy to override the value

Override

Runs the Activate Provisioning Server and performs actions across target systems.

Orchestrator_Account

A complete, immutable log of identity-related events, including provisioning actions, access approvals, and policy evaluations.

Audit_Trail

An integration module that enables Activate to read/write data from external systems (e.g., provisioning accounts in Azure AD).

Connector

A periodic process where managers or data owners validate that users still require their existing access — critical for compliance.

Access_Certification_and_Review

A user-initiated process to gain access to new systems or roles, often requiring manager or system owner approval.

Access_Request

Any downstream application or service where identities need access (e.g., Active Directory, Okta, Salesforce).

Target_System

The authoritative system from which identity data is imported (e.g., HRIS like Workday or SAP SuccessFactors).

Identity_Source

An access control model that uses user, resource, or environment attributes (e.g., department = "HR", location = "US") to make access decisions dynamically.

ABAC_Attribute-Based_Access_Control

An access control model where users receive permissions based on assigned roles. This model helps enforce least privilege.

RBAC_Role-Based_Access_Control

A collection of entitlements assigned based on a user’s job function or department. Roles simplify access management and are often tied to policies (e.g., "Finance Analyst Role").

Role

A specific access right or permission within a system (e.g., "Read-only access to Salesforce Reports"). Entitlements can be grouped into roles.

Entitlement

The removal or disabling of user accounts and access when they are no longer required — for example, when an employee leaves the organization.

Deprovisioning

The automated process of creating accounts and granting access to systems or applications based on a user’s role or attributes.

Provisioning

A digital representation of a user (employee, contractor, service account, etc.) within an organization. Each identity is typically linked to a unique identifier, such as an email address or employee ID.

Identity

This is the process of bringing on a new user

Onboarding

Hierarchical Role-Based Provisioning automates user access by assigning roles based on organisational structure, ensuring users inherit the correct permissions and resources aligned to their position or function.

Hierarchical_Role-Based_Provisioning

A group email address that automatically forwards messages to all its members, allowing you to send emails to multiple recipients at once.

Distribution_List

An expression is a conditional statement using Activate expression syntax.

expression

AzureProductName

Authentication to an Activate API using OAuth through Azure

Activate Knowledge Centre

Automatic Template Binding

When to Use Automatic Template Binding

How It Works

Defining a Binding Template

Option 1: Embed the Template in the Form

Option 2: Use a Template Parameter

Example

Benefits

Migration Notes

Best Practice