# Add Devices to Autopilot via Form Crate

{% hint style="info" %}
If you’re new to Crates, read through our introductory Crate documentation [here](https://docs.rewst.help/prebuilt-automations/crates). Find the Crate in our Crate Marketplace.
{% endhint %}

## What does the Add Devices to Autopilot via Form Crate do?

Our Add Devices to Autopilot via Form Crate simplifies the process of adding devices to Autopilot with an easy-to-use form. The Crate enables you to perform the following:

* Manually enter the details of devices to be added to Autopilot
* Use the downloadable CSV template to easily import multiple devices
* Intuitive design ensures easy navigation and data entry

### How the Crate works

* The user has the option to either manually enter device details or upload a CSV file.
* A downloadable CSV template is available within the form for easy bulk entry.
* Once the form is submitted, the devices are automatically added to Autopilot.

## Crate prerequisites

The [Microsoft Cloud Integration Bundle](https://docs.rewst.help/documentation/integrations/integration-guides/microsoft-cloud-integration-bundle) must be set up before unpacking this Crate.

## Unpack the Add Devices to Autopilot via Form Crate

1. Navigate to **Marketplace** **> Crates** in the left side menu Rewst platform.
2. Search for `Add Devices to Autopilot via Form`.

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   ![](https://1835401289-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQQ1EHVcEsGKBPVHmiav%2Fuploads%2FjCSASoNnehZ75fS1CHf6%2Fimage.png?alt=media\&token=5156d084-45b1-4e20-8911-fa9ceff45060)
3. Click on the Crate tile to begin unpacking.
4. Click **Unpack Crate**.
5. Click **Continue**. 
6. Enter **Time Saved** under **Crate Configuration**.
7. Ensure that **Enabled** is toggled on under **Configure Triggers**.\
   Note that you have the option under the **Form Submission** accordion menu to activate the Crate for all future organizations in addition to the current one. You may also choose to add trigger criteria from this menu.
8. Click **Unpack**.

### Use the Crate

1. Navigate to **Automations > Assets > Forms** in the left side menu of your Rewst platform.
2. Search for `[ROC] Endpoint: Add Devices to Autopilot`.
3. Click **⋮ > Usages > View Direct URLs.**
4. Click on the link for the organization, which contains the user you wish to manage. This will launch the form in a new tab.
5. Select the preferred option between **Import via CSV** and **Manual Entry**.<br>

   <figure><img src="https://1835401289-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQQ1EHVcEsGKBPVHmiav%2Fuploads%2FTfg5UUqqPUL9oV555EGH%2Fimage.png?alt=media&#x26;token=276dfc6c-ba00-4492-a2e9-9613c69f99d2" alt=""><figcaption></figcaption></figure>

   If **Manual Entry** is selected, enter the following details:

   * **Serial number -** Device's unique serial number
   * **Device model -** Friendly name for the device
   * **Windows product ID -** Unique identifier generated by Microsoft Windows that helps identify a specific installation of the Windows operating system
   * **Hardware hash -** Device's hardware hash, which is a 4K string
   * **Group tag -** Autopilot group assignment, which is optional
   * **Assigned user -** Select the applicable user from the drop-down list

   If **Import via CSV** is selected, proceed to the next step.
6. Click **Submit**.  You'll see a green message at the top of your screen indicating the form is submitted successfully.

### Test the Crate

1. Navigate to **Automations > Workflows** in the left side menu of your Rewst platform.
2. Search for `[Rewst Master v2] BYOD: Retrieve Data from Database`.<br>

   <figure><img src="https://1835401289-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQQ1EHVcEsGKBPVHmiav%2Fuploads%2FhNk3JOOLJaXXHmudOc6z%2Fimage.png?alt=media&#x26;token=76fe5843-8571-493d-b551-35050372535f" alt=""><figcaption></figcaption></figure>
3. Click on the workflow to view it in the Workflow Builder.&#x20;
4. Click **Test** in the top right corner of the Workflow Builder Canvas.
5. The following fields will show:
   * `force_default` **-** This field is used in form configurations to control whether a form field should use a predefined default value from organization variables. When set to `true`, it tells the form to use the corresponding `form_default_*` organization variable as the default value for that field.
   * `byod_object_type` **-** This field is related to the [Bring Your Own Database](https://docs.rewst.help/documentation/integrations/integration-guides/database-integration-setup/byod-for-dattormm) or BYOD integration feature. BYOD is used to improve performance when RMM APIs are slow by caching data in a local database.
6. Click **Test**.
7. Allow the workflow to run.
8. You'll see a green success message at the top of your screen if the execution is successful. You'll see a red failure message if the execution fails. Click **View Results** for a more detailed breakdown of each.

{% hint style="info" %}
Got an idea for a new Crate? Rewst is constantly adding new Crates to our Crate Marketplace. Submit your idea or upvote existing ideas here in our [Canny feedback collector](https://rewst.canny.io/crates).
{% endhint %}