Custom Data Forms

Custom Forms allow you to publish forms to target machines and collect data from them. You can create and distribute forms as well as announcements. You can specify the name, default value and data type of the custom fields in forms and you can republish forms in case of any failure to launch forms or if the data entered in the form is inaccurate.

Add Custom Data Form

1. Click the 'Settings' tab. In the 'Asset and Inventory Management' section, click 'Custom Data Forms' . This displays the list of custom data forms. To add a new form, click 'Add'

4. Click the plus sign to add a new field. Enter the field name and select the data type of the field.

Form Distribution - Forms

1. Click the 'Form Distribution' button to publish the form to the target machines.

2. Enter the job name to launch the job of distributing the form.

3. Select the type of form as 'Collect information from users'

4. Select the form to be published

5. Select the host profile to which the form will be published or click 'Add Host Profile' to add a new profile of hosts.

6. Select the 'Form Schedule Time' and 'Form Expiry Time'

7. Click 'Save' to save the job

Note: If no time is selected for form expiry time, the form is not expired.

Form Distribution - Announcements

1. Click the 'Form Distribution' button to publish the announcement to the target machines.

2. Enter the job name to launch the job of distributing the announcement.

3. Select the type of form as 'Announcement'

4. Enter the 'Announcement Title' and 'Announcement'

5. Select the host profile to which the form announcement will be published or click 'Add Host Profile' to add a new profile of hosts.

6. Select the 'Form Schedule Time' and 'Form Expiry Time'

7. Click 'Save' to save the job

Form Redistribution

1. Click the 'Form Redistribution' button, check the job name from the list and click 'REPUBLISH' to republish the form.

Note: Only completed jobs are listed here.

2. Check the fields to be republished

3. Select the 'Form Schedule Time' and 'Form Expiry Time'

4. Click 'Republish' to republish the form and fetch the form details again.

Note: In case of republishing Form Announcement, select the 'Form Schedule Time' and 'Form Expiry Time'

Note: To upload a custom image file for the custom data form, go to Settings > Advanced System Settings > Customize Appearance and select the custom form logo. In case of MSP setups, this custom image has to be placed manually in the probe in the following path.

The image name has to be CustomDataForm.png when it is placed manually in the probe.