The new free Add-on offers completely new possibilities to create data in the CMDB by different internal and external organizations, departments, service providers and persons. With the Forms Add-on, individual forms can be designed via the web interface and used to create objects in the CMDB i-doit.
The design elements for your forms
- Headlines: Headlines are essential for clarity. Therefore, three different headline sizes are supported.
- Text: Text fields can be used for additional descriptions or instructions.
- Dividing Line: For a better structure it is sometimes helpful to insert additional dividing lines to separate contents from each other.
- Attribute fields: The heart of the Forms Add-on. With this element, all attributes from the CMDB can be linked. All object categories activated for the respective object type class are available for selection.
Selection of attributes
Attribute fields can also be given a pre-defined value and hidden from the user later. This is especially helpful if you want to automatically enter certain values when creating new objects.
New clients should already be recorded with basic information via a form when they are ordered. On the one hand, this way the IT department knows that new devices have been ordered, and on the other hand, the already existing object can simply be completed with information upon delivery.
In this example, it would make sense to set the CMDB status to “Planned” instead of “In operation” when creating the new client.
You can see how this is realised with the Forms Add-on here:
Note: Each attribute field can be hidden by activating the checkbox for users.
More than just simple text fields
In this example we have created two attribute fields for manufacturer and model.
Set up pages
For better subdivision of forms, different pages can be used in the form. Particularly in the case of extensive forms, entries can be broken down into different sections such as basic, general, technical and organisational information.
Like other i-doit pro add-ons, the Forms add-on is seamlessly integrated into i-doit. This controls exactly which people and groups of people are allowed to access forms. As always, who is allowed to read, edit, create, archive, delete and administer forms is defined granularly.
Use cases from practice
This could be, for example, the vehicle management department, which creates new leased vehicles and contracts in the CMDB via a corresponding form. Ideally, this should also include contact persons, warranty and maintenance periods.
Likewise, users could be provided with a form with which they are able to register their own devices such as smartphones or notebooks. This data can then be used for ancillary systems such as mobile device management.
Advantages at a glance
- Easy creation of forms via the i-doit web interface.
- Form data can be used to create new assets.
- Delegation of tasks to other departments, service providers or organisations
- Created forms can be integrated into intranet pages via a generated link or distributed via communication and messenger services.
- Ensure a valid database in the CMDB
Pattrick Bluhm is a certified IT project manager in the field of ITSM, IT documentation and CMDB. He designs and implements documentation projects with i-doit for medium-sized companies in the DACH region. In 2020, he published the book entitled "IT-Dokumentation - Projekte erfolgreich umsetzen".