Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To manage these, click on the dropdown “Settings” on the sidebar menu > click on “Custom Fields”.

...

FieldSet

  • A FieldSet is a group of Custom Fields.

...

  • Click on FieldSets to see a dropdown list of existing sets, including:

    • Name of the set

    • Number of fields in that set

    • Name(s) of asset model(s) that is using that set.

    • Actions to take on a set: Edit/delete

  • You can create a new field set, search, export, re-order, or hide/show the columns of a set.

Create a New FieldSet

  1. Click on “New FieldSet” to start creating a new group of custom fields.

  2. Enter a name for your FieldSet. Choose a name that clearly identifies the purpose or the type of assets the FieldSet will be associated with.

  3. Select Custom Fields:

...

4. After selecting and organizing your custom fields and marking any as required, click the “Save” button to complete the creation of your new FieldSet.

image-20240513-084103.png

Custom fields

  • Custom fields allow you to track additional information about your assets that the default asset attributes don't cover.

...

  • In Custom Fields section, you can see a list of all existing Custom Fields, including:

    • Name: Displays the name of the custom field

    • Default: Shows ✅ (yes) or ❌ (no) indicating whether the custom field is set as a default field that appears automatically when new assets or resources are added.

    • Resource: Specifies the type of resource the field is associated with, such as Asset, Accessory, License, Component, or Consumable.

    • Format: Shows the format of the data that can be entered in the field, which could be ANY, ALPHA, ALPHA-DASH, etc.

    • Regex: Includes regular expressions like /^[a-z]{2,5}$/ which set specific rules for what the field can accept. This particular example limits input to lowercase alphabetic characters with a length between 2 and 5.

    • Element: Lists the type of UI element used for data entry, such as: Text Box, Check Box, List Box, Text Area, Date Picker, User Picker, Radio Buttons)

    • FieldSet(s): Indicates whether the custom field is part of one or more fieldsets.

    • Help Text: Provides a brief description or guidance on what should be entered in the field or how it should be used. This is particularly useful for ensuring data is entered correctly.

  • You can create a new field, search, export, re-order, or hide/show the custom field.

Create a New Custom Field

  • Click on “New Custom Field” to start the process of adding a new field.

  • Choose Field Type: A selection window will appear, allowing you to choose from several field types, each suited to different kinds of data:

    • TextBox: A simple text input for one-line information.

    • ListBox: A dropdown menu allowing selection from multiple predefined options.

    • TextArea: A larger text box for entering more extensive data.

    • Date Picker: A tool to select a specific date.

    • Checkbox: A small box that can be checked or unchecked to make a binary choice.

    • Radio Buttons: Allows the selection of one option from a set of choices.

    • User Picker: Enables selecting user(s) from a list.

...

  • Fill in the necessary information along with the instructions.

  • Click “Done” to finish.

Custom Field Validation

AssetIT has pre-defined all the possible formats for your custom fields. When creating/editing a custom field, just select a format that matches your field the most.

...