Add BeyondTrust Form Elements to the Incident Form
Use the Form Editor to add BeyondTrust Form Controls to Incident Forms.
The Form Controls provide two buttons: one generates a session key and
the other allows remote control for a technician.
Note: This functionality is only available if you have applied the
BeyondTrust Remote Support
mApp Solution.
For more information, refer to the
mApp Solution Tech Notes documentation.
To add Form Controls to the Incident Form:
- In the Business Object tree, select Incident.
- Select the
Form button
.
Tip: You can also select View>View Form (from the Object Manager menu bar) or select the Edit Form link (under the Appearance area).
- From the
Form drop-down list, select the
BeyondTrust Controls Form.
- Select the
Generate Session Key and
Initiate Remote Session Form Controls
simultaneously.
Note: If the Primary CI field does not contain a Computer-CI on the Incident, the Initiate Remote Control button is disabled and does not show on the Form.
- From the menu bar, select Edit>Copy.
- Select the
Generate Session Key and
Initiate Remote Session Form Controls
simultaneously.
- From the
Form drop-down list, select
Default Form (for
CSM
OOTB content versions earlier than 9.6.0). For
CSM
OOTB content version 9.6.x or later, select
Incident Overview (If a pop-up displays that
says Apply changes to Incident form back to the Blueprint, select
Yes.).
- From the menu bar, select
Edit>Paste.
The Form Controls display on the Form.
Note: The BeyondTrust Form Controls are pasted in a defined location for the default Incident Form. If you have a custom Form, move the Form Controls to a location that fits your Form design. If you have multiple Adaptive Layouts, paste and move the Form Controls on to each one. If you are using multiple languages, adjust the location of the Form Controls on those layouts.
- From the menu bar, select
Edit>Paste.
- Select the Update Blueprint button , and then select the Home button .