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Customise Asset Types with Fields

Give each asset type its own details, such as a key cabinet number or equipment-specific information.

  • Funguje ve všech tarifech
  • Asi 10 minut

Asset types let you group similar items and capture details that are useful for that kind of asset. Each type can have its own custom fields, which appear when you add or edit an asset of that type.

Create or choose an asset type

  1. Open Asset Types

    In Asset Management, open the options menu and choose Asset Types. Create a type for the items you want to track, or find an existing type in the list.

  2. Choose a type kind

    When creating or editing a type, choose its kind, such as General, IT or Key, then add custom fields for the details specific to your business.

Add custom fields

  1. Open the field manager

    On the asset type row, select the list-fields button. It shows how many custom fields the type currently has.

  2. Add a field

    Select Add, enter a field name and choose its field type. Depending on the type you choose, you can configure options for a select or multi-select field.

  3. Set field behaviour

    Choose whether the field is required and active, and set its display order. Save the field; it will be available on the create and edit forms for assets of this type.

  4. Fill in the asset details

    Open an asset of this type, choose Edit or add a new one, and enter values in the type-specific fields.

Choose field names that will stay useful. Examples include Equipment ID for IT assets, Cabinet or Key Number for keys, and Inspection Interval for tools. Deleting a custom field also deletes the values recorded for that field.

For more, see Asset Tracking and Track Assets with Wizard Tags.

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