Client Form Launcher Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the Client Form Launcher Crate do?

The Client Form Launcher Crate allows for browsing of existing Rewst forms by customer and form name, and adding a link to the form to existing service tickets for such customer.

How the Crate works

• The Crate monitors forms using trigger criteria to identify which service ticket links to attach.

• Forms are filtered based on predefined criteria such as customer name, form name, type/subtype, or other attributes.

• When a matching form is found, it automatically inserts clickable links for the form.

The automation kicks off via form submission:

1. Fill out the form.

2. Submit the form.

3. The Crate's workflow kicks off upon form submission, which acts as a trigger.

Unpack the Client Form Launcher Crate

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

2. Search for Client Form Launcher.

   

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. 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 set activation to certain tags.

7. Click Unpack.

Use the Crate

1. Navigate to Automations > Forms in the left side menu of your Rewst platform.

2. Search for Get Form Links and Add to Ticket.

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. Fill out the form as follows:

   1. Organization - choose the relevant organization from the drop-down selector

   2. Form - choose the relevant form from the drop-down selector

   3. Add Link to PSA Ticket - select Yes or No to denote if you wish to add a link to this form to the selected open ticket

   

6. Click Submit to run the workflow. The workflow will run and automatically add notes to your PSA with the results of the software operation.

Test the Crate

1. Navigate to Automations > Workflows in the left side menu of your Rewst platform.

2. Search for [[Rewst Master v3] PSA: Update Ticket – Actual.

   
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. Click Test.

6. Allow the workflow to run.

7. 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.

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.