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How to Use Custom Fields to Drive Automate Scripts

  • November 11, 2025
  • ProVal Technologies, Inc
  • Tech Tuesday

We break down how to use custom fields in ConnectWise Automate to drive more dynamic and targeted scripts. These extra data fields let you customize behavior per device, client, or scenario. Unlocking smarter automation without reinventing your entire script library.

Step by Step:
  1. Open ConnectWise Automate and navigate to Extra Data Fields (EDFs).
  2. Review how EDFs can be used to support scripting and automation workflows.
  3. Identify the three primary ways EDFs can be used: passing information into scripts, storing information from scripts, and controlling where scripts run.
  4. Use a real-world example such as a SentinelOne agent install script to demonstrate passing data into a script.
  5. Store client-specific values, such as a SentinelOne site or organization token, in a client-level or location-level EDF.
  6. Retrieve the EDF value within the script based on where the script is executed.
  7. Save the retrieved EDF value as a script variable and pass it as an argument during the application install process.
  8. Avoid hardcoding client-specific values directly into scripts by using EDFs instead.
  9. Configure scripts to store output data back into EDFs when needed.
  10. Use the Extra Data Field Set Value function to write script results into an EDF.
  11. Select the appropriate EDF and map it to a variable generated by the script.
  12. Store audit-related results such as BitLocker status, installed software, or Windows 11 compatibility.
  13. Use computer-level EDFs so results are visible directly on individual agents.
  14. Open an agent and review populated EDFs to confirm the script ran and stored data correctly.
  15. Create EDFs to control whether scripts should or should not run in specific environments.
  16. Use true/false or yes/no EDFs at the client, location, or computer level to enable or disable script execution.
  17. Configure a software deployment script to reference these EDFs before running.
  18. Avoid inefficient scheduling by preventing scripts from running repeatedly once their task is complete.
  19. Open a client record and navigate to the Info tab to manage application deployment EDFs.
  20. Define which agent types within a client or location should receive a deployment.
  21. Store deployment keys or location-specific tokens in EDFs when required by the installer.
  22. Enable deployment at the client level while creating exclusions at the location or computer level.
  23. Create EDFs that explicitly exclude specific locations from application deployment.
  24. Pull exclusion EDF values into the script and exit the script if the exclusion condition is met.
  25. Apply the same EDF-based logic within internal monitors if scripts are triggered that way.
  26. Add additional queries to internal monitors to prevent scripts from running where exclusion EDFs are set.
  27. Use EDF-driven logic to ensure scripts run only where intended and remain efficient.

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Michael LaFond
ConnectWise Program Manager
New Charter Technologies

How to Use Custom Fields to Drive Automate Scripts

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When our NOC Manager left last fall we wanted to replace the position with an outsourced NOC to reduce headcount, and bring in an expert to both Labtech and our backup solutions. Bringing in ProVal Technologies was one of the best decisions we made last year and has paid for itself.During our first few monthly recurring Labtech admin meetings the ProVal team discovered incorrect settings and policies that were not applying correctly in our Labtech server. Things that we thought were automated and working were not. For example, there were multiple scripts and policies running but set to do nothing such as disk cleanup scripts. Cisco Umbrella was not configured correctly. Server alerting was not set right and the list went on.The backup team sends daily and weekly reports and updates that reduce my technicians time that we used to spend on backup or antivirus tickets that took forever and were tedious.ProVal also brings in great insights to our business and really cares about our success. They will frequently mention to me in meetings what new scripts they can import to make us more efficient or will schedule upgrades to our backups, Labtech, etc so I don’t have to worry. I truly view ProVal as a partner and extension of my team not as one of my vendors.

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We met Vikram from ProVal Tech at Gary Pica’s Shnizzfest a year ago. Vikram explained the advantage of having trained, certified personnel take care of our recent Automate implementation. Even though we had taken an implementation package from ConnectWise to start up the program, we felt many custom configurations we needed for our business were lacking. We hired ProVal Tech after Automate was installed to help us with this task. From sales to technicians everyone was professional and knowledgeable. Onboarding was simple, and well documented. Tools on the web were supplied while we did the work, and they allowed us to track what was done, and see the improvements in the environment. It was easy to reach any of the team members, for any concern or question – all answered with courtesy and smile. Once the work was finished, we were given some training and explanations, add to that documentation, about the work and the scripts and features added to the program. We have been happily working with Automate since then. We can only recommend this efficient team of people for any work into Automate: they work well, fast and on budget.

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