# Client Form Launcher Crate

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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.
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## 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 **Marketplace > Crates** in the left side menu Rewst platform.
2. Search for `Client Form Launcher`.

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   ![](https://1835401289-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQQ1EHVcEsGKBPVHmiav%2Fuploads%2F3fUObM18FDyDfD3DA0If%2FScreenshot%202025-10-24%20at%2012.52.07%E2%80%AFPM.png?alt=media\&token=b77de73f-74e0-4184-a58a-b5f15422bce5)
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](https://docs.rewst.help/documentation/settings/tags-in-rewst). 
7. Click **Unpack**.

### Use the Crate

1. Navigate to **Automations > Assets> 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

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   ![](https://1835401289-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQQ1EHVcEsGKBPVHmiav%2Fuploads%2Fvthe6XssHPdAoA2ZSyYh%2Fimage.png?alt=media\&token=18690c48-5f57-4892-a0dc-9ed07c24188e)
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`.<br>

   <figure><img src="https://1835401289-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQQ1EHVcEsGKBPVHmiav%2Fuploads%2FIIauic9kazPaYctk96ZW%2Fimage.png?alt=media&#x26;token=d9d18577-42d8-4b84-8999-feed49e3bf87" 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. 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.

{% 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).
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