Document Rewst Form URLs (IT Glue/Hudu) Crate

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

What does the Document Rewst Form URLs (IT Glue/Hudu) Crate do?

Our Document Rewst Form URLs (IT Glue/Hudu) Crate takes your Rewst form URLs and puts them into IT Glue or Hudu under each company, as a Flexible Asset for IT Glue users or Asset Layout for Hudu users.

• Give quick access to Rewst forms in your documentation platform

• Make retrieving forms easier for technicians by keeping them in a central space

• Allow forms only users to have easy access to forms

Crate prerequisites

IT Glue or Hudu must be integrated with Rewst prior to unpacking this Crate.

Unpack the Document Rewst Form URLs (IT Glue/Hudu) Crate

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

2. Search for the Document Rewst Form URLs Crate.

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Select your documentation platform from the drop-down selector.

   
6. Click Continue.

7. Change the Workflow name, if desired.

8. Click Unpack.

9. Navigate to Automation > Workflows.

10. Search for [ROC] Add Missing Forms to ITGlue/Hudu.

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

12. Click on the trigger to open its settings in the right side menu.

13. Set the trigger to Enabled.

14. Set the Cron Schedule as desired.

15. Click Save Trigger.

The workflow is designed to run at the MSP level organization. The workflow will automatically iterate through your Rewst child orgs and populate their specific form URLs in the documentation platform

Test the Crate

1. Navigate to Automation > Workflows.

2. Search for [ROC] Add Missing Forms to ITGlue/Hudu.

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

4. Click Run in the top right corner of the page.

5. Select your MSP organization and click Run Test.

6. Execution results for the workflow run will appear in the right side menu. Click into any of the success or failure tiles for a more detailed breakdown of each.

7. Navigate to your relevant documentation tool's portal and ensure that the documentation is present.

   1. The new asset type created in Hudu will be called Rewst Forms.

   2. The new asset type created in IT Glue will be called Rewst Forms.

Organization variables associated with this Crate

For more on organization variables and how to use them, see our org variable documentation here. To review how to add and edit organization variables, see our documentation here.

Organization variables not found in our standard organization variables documentation, such as the ones listed below, are typically system variables that are handled by integration mappings.

If you haven't done so already, we recommended that you run the Configure Organization Variables Crate, which will help you set org variables that are relevant to you and your customer's environments.

Exclude forms from the Document Rewst Form URLs (IT Glue/Hudu) Crate with organization variables

An organization variable will automatically be created while unpacking the Crate if it doesn't already exist in your organization:

• For Hudu users, hudu_form_excluded_forms

• For ITGlue users, itg_form_excluded_forms

These org variables are created as an empty list between two [] and will contain a list of trigger IDs. To use this feature, edit the org variable and insert the trigger IDs of any forms you wish to exclude within the brackets, separated by commas. For example: ["form_trigger_id_1", "form_trigger_id_2"]. The related portion of the Crate's workflow will retrieve a list of all forms and find the ones that don't match the input. Forms in that list will be removed.

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