Getting started with forms

Forms are an efficient and effective way to consistently collect information from members of your organization. For example, you may want to use forms to establish a company-wide process for onboarding new IoT/OT devices. In this form, you could collect important information such as device owner and location – metadata that is not easily (if at all) available through traditional device discovery tools.

Creating a new form
First, navigate to the admin console by clicking the “Admin console” text button from the left side panel or by clicking the Perygee logo in the top left. Then click “Forms” from the left menu. If you’re already in the admin console, make sure “Forms” is selected.

From there, click the “New form” button in the top right. This will create a new form and open a blank canvas where you can begin to customize with drag and drop content blocks. Similar to other form builders, you can decide if an answer is required or is optional for each question/field.

The content you see from the right side panel are the attributes that are currently available within your Perygee account. For example, you may keep track of the building where each of your OT devices is installed and that information is stored in the “Building” attribute. By dragging an attribute onto the form you are saying that the answer to that question will be the value for that attribute.

Editing a form
There are two ways you can edit an existing form:

  1. From the home page, select the form you want to edit. Then click the “Edit page” button in the top right. This will open the Form Builder where you can make and save your changes.
  2. From the admin console, select “Forms” from the menu on the left. From the “Actions” column click the “Edit” button to open the Form Builder. Make and save your changes.

Duplicating a form
Want to create a new form, but don’t want to start from scratch? You can simply duplicate an existing form by first navigating to the admin console.

Make sure you have “Forms” selected from the left menu and then identify the form you wish to duplicate. Open the dropdown menu from the “Actions” column and select “Duplicate form.” A copy of the form will be created.

Archiving a form
Archiving a form will remove it from the home page. You can archive a form from the admin console. Open the dropdown menu from the “Actions” column and select “Archive.”

If you need to restore an archived form, click the “Browse archived forms” button in the top right. This will reveal all the forms that have been previously archived. Simply click the “Restore” button to make it visible again.