Add Devices to Autopilot via Form Crate

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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 must be set up before unpacking this Crate.

Unpack the Add Devices to Autopilot via Form Crate

1. Navigate to Crates > Crate Marketplace in the left side menu Rewst platform.

2. Search for Add Devices to Autopilot via Form.

   

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 > 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.

   

   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.

   
3. Click on the workflow to view it in the Workflow Builder.

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 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.

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