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Overview
The IT Audit Machine is designed to create forms that can be easily integrated into an organizations organization's existing website. Through the use of the multiple embedded code options, administrators can link or deploy an ITAM form within an existing website utilizing a familiar coding method.
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Several 3rd party providers have created integrations for the IT Audit Machine forms. These integrations are specific to each platform and new integrations are added periodically.
To see what integration options are available for a form, use the Integration icon on a form.
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Clicking on the Integration icon on a form will bring you to the Integration Settings page which displays the available integrations. Clicking on an available integration will display the fields which are required by the provider for integration with their environment. Each provider has their own requirements for integrating with their system.
To find out more about existing platform integrations please contact the ITAM Service Desk.
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If your website has the ability to receive custom data via an API or other methodology, ITAM can send information either via the Notification interface or the Logic interface. See Form Notifications and Form Logic pages for more information.
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If your organization desires to integrate an ITAM form directly into your website, you can do so using the Embed options, either at the form level or the field level. The form and field embedding options work in similar ways except the former embeds the whole form whereas the latter embeds a single field.
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The user type controls the type of user who can interact with the embedded code. There are two options available.
User Types
The type of user selected controls how the form will be used and to whom it will be available. Select Admin if you intend to provide an embedded form with which Administrative Users can interact. Choose Portal if you are embedding a form with which your clients will interact.
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Whether you are embedding a form or a field, there are three embedding code type options available. The code type code to select will depend on several factors including the web architecture of the existing target site and the familiarity of the website administrator/designer with available code types.
To view and select a Code Type click the dropdown field located at the right side of the Form Code screen. Note that it may be necessary to use the scroll bars to adjust the display of the code window. After selecting the desired Code Type, copy and paste the generated code in the display window into the existing target website as appropriate.
Code Type Options
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<a href="https://demonstration.auditmachine.com/portal/view.php?id=293876" onclick="window.open(this.href, null, 'height=750, width=800, toolbar=0, location=0, status=0, scrollbars=1, resizable=1'); return false;">Continuous Monitoring Activities and Deliverables Index</a>
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Integrating an ITAM form with another website is a complex task requiring a certain level of technical acumen to achieve success. The options provided by ITAM are there to simplify the process, but technical knowledge of the remote site is a necessity for success.
Now that we have covered the basic ways in which a form can be configured, it is time to take a look at how to build the form out to meet your goals. We will do this by using the Form Builder which is what we will cover next.
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[Previous Topic → Form Logic] Navigation [Next Topic → Form Builder]
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