How to configure your instance

  • Updated

This article will show you how to configure your instance after you logged in the first time. It is divided into three sections: Getting Started, Download and Configure Notepad++, and Configure instance.


Getting started:

1. Sign into Skynamo Training Instance with your user login details that are provided by Skynamo.

This page will open up:



2. Navigate to the URL bar (where the web address is) and edit the URL by adding “/customfields” after the “” and press Enter.

The URL will then look something like this (the name in the beginning will be your company name):


The page that now opens up will look similar to this:



3. Skynamo will share a few .xml files with you: (Downloadable at the end of this article)

    • WIPE ALL FIELDS Template.xml
    • Customer Fields Template.xml
    • Additional Visit Feedback.xml
    • Complaint Form.xml
    • Technical Feedback.xml

Make sure to download these files to your computer. You will then find these in your Downloads folder on your computer:



Download Notepad++:

1. Check if you have Notepad++ downloaded to your computer, by searching for "notepad++". If not, download it by clicking on this link:

Navigate to the following page. When asking to “Pick the apps you want”, only select Notepad++:mceclip7.png

Once Notepad++ is selected, click on Get your Ninite underneath:



2. Change the default program the files open with to Notepad++. To do this, right-click on any of the 5 .xml files and select “Properties”.


Now, select “Change” and select Notepad++ as your default program in the list.



3. Please note, if Notepad++ does not display in that list, you can find it by clicking on “More apps” below the list. Scroll down and select “look for another app on this PC”.

  • This will open a new window.
  • You first want to go to Windows (C:). Do this by simply clicking on the back button once.
  • Then select the folder “Program Files (x86):mceclip14.png
  • Scroll down to “Notepad++” and select “notepad++” with the ‘application’ type on right, next to "Date modified":mceclip16.png

  • Select “Open” at the bottom of the window.
  • Then select “Apply” and “OK”.
  • These files will now always open with Notepad++.

Configure instances:

1. Open the WIPE ALL FIELDS Template.xml file from the saved files that were mentioned in the first section (Getting Started) of the article.

  • Between “<InstanceKey>” and </InstanceKey>” in line 3, change the name to your company name. You will find your company name in the URL where you entered “/customfields”.

Location of the company name is indicated by the red below:


WIPE ALL FIELDS Template.xml will now look like this (SAVE this file):


2. Go back to the "/customfields" website.

  • In the first row, next to “Customer”, click on the Upload button and browse to find the document:mceclip1.png
  • Select the newly saved WIPE ALL FIELDS Template.xml file you just changed and select OK.

3. Now, open the Customer Fields Template.xml file.

Similarly to Step 1, between “<InstanceKey>” and </InstanceKey>” in line 3, change the name to your company name. You will find your company name in the URL where you entered “/customfields”. This is the same name you used in Step 1.

  • SAVE this file.
  • Go back to the website:
  • In the first row, next to “Customer”, click on the Upload button and browse to find the document:


4.  Select the newly saved Customer Fields Template.xml file you just changed and select OK.

  • Click on the blue Update button on the right. It will look like nothing happened, but the file has been updated.

5.  Next, click on the blue “Add form” button in the top right corner.


  • This will insert a new line under "FormDefinition" with the name “New Form”
  • With your mouse, middle click on “New Form”.

A new window will open with this info:


  • Take note of the Form ID. 63 in this example.

6. Now open the Additional Visit Feedback.xml file:

  • Change the name to your company name, as was done in the previous two examples.
  • Change the “FormID” in line 4 to match the FormID that appeared in the new window you opened on the browser (the 63 in the example above).
  • Save the file.

7. Back on the website, in the same row as the “New Form” you added:

  • Click on “Browse”.
  • Select the newly saved Additional Visit Feedback.xml file.
  • Select “OK”.
  • Select Update on the right.
  • You should now see the name change to Additional Visit Feedback:mceclip23.png8

8. Repeat this process with the remaining 2 files:

  • Add new form.
  • Middle click on new form.
  • Identify FormID number.
  • Update .xml file with corresponding FormID number.
  • Browse and select correct .xml file.
  • Update line.

Please note: Do each form separately and not altogether.

If you now click on the “Forms” tab at the top of the screen of your instance, you will find the new forms you added:


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