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Add or Edit Asset Custom Fields

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Level: Administrator

Asset Custom Fields are determined at the Category level. New Categories have no Custom Fields and these must be added manually.

  1. From the menu click Settings.
  2. Under the the Module Settings section, click the Assets icon.
  3. Click the Category Settings tab.

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Category Custom Fields

You can add or remove custom fields from the list.

Add a Custom Field

  1. Click on the Add + icon. 

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  1. Select all custom fields to be added.
  2. Click Add at the bottom  of the window.

Make a Custom Field mandatory or optional 

  1. To make the field mandatory when creating/editing an Asset, click the Not Required clipboard_eef228679cbb5db37957f7a20a419e3e4.png icon and change it to Required clipboard_e769b4544d7a775a5f9974b584a13e532.png .

Reorder the Custom Fields

  1. Hover over the custom field.
  2. Click the double ellipsis icon and drag the custom field up or down to change the order. 

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Remove a Custom Field

  • Click the X icon to remove the custom list from the list.

Asset Custom Fields

If you need a specific custom field that is not in the list, then you can create a new custom field. 

Create a new Custom Field

  1. Click on the Add + icon.

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  1. Click the New button in the top right corner. The New Custom Field dialog displays.

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  1. Complete the following:
Field Description
Name Enter the name of the custom field.
Group

Groups are only to help with organizing a lengthy list of Custom Fields.

Create/edit a Custom Field Group

  1. Click the Manage Groups button. 
  2. Begin typing the name in the Add a Field Group  field.
  3. Press enter.

Delete a Custom Field Group

  1. Click the Manage Groups  button. 
  2. Click the Deleteclipboard_eec455e00d2c849484f09cfe76787fe8f.png icon.
Type

This is the most important field when establishing a new custom field. 

It determines how the custom field will behave.  When a Type is selected and saved, you cannot change to a different type. 

The following options are:

  • Text:  Any character, letter, symbol, or number, can be typed in this field
  • Checkbox:  Creates a Yes/No style checkbox clipboard_e7bad6fdb739d83957c7f30c8d42d65ef.png
  • Integer:  Only numbers can be entered
  • Decimal:  Numbers with a decimal point can be entered
  • Date:  MM/DD/YY
  • Lookup:  Creates a drop-down field, containing the options that may be selected from
  • Contact:  Creates a drop-down field that brings up the list of Employees, Vendors, Customers, Users
  • Currency:  Numbers entered will be preceded by your country's currency symbol
  1. Click the Save button.

Now, you can add the custom field to the list.

Edit an Existing Custom Field

A custom field must be removed from the Category, before it can be edited.

  1. From the Custom Field list, click the X icon on the desired Custom Field, to remove it from the Category.
  2. Click the Add + icon. The Custom Fields dialog displays.
  3. In the Search field, enter the custom field's name.
  4. Hover on the custom field and click the Edit  clipboard_e5fdcba0b59ede1be1ef8e296faabc590.png icon.

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The Edit Custom Field dialog displays.

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  1. Edit the Name, Group, or (if applicable) the Lookup field. 

The Type cannot be edited. After a Type is selected and saved, you cannot change that custom field to a different type.

  1. Click the Save button.