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Using custom fields

Note

This document covers the preview release of the new asset management features and user interface. You can find documentation for the current UI here.

When configuring an asset type to customize your users’ view of assets, you can choose one or more custom fields (for use with that type). You can also change the display names for custom fields; this is done in two different ways.

The custom fields are available in Configuration > Manage Types, from the dropdowns in the Summary Fields, Detail Fields, Create Fields and List Fields tabs. You can also access and add custom fields for an entire category. You can choose from field types of Varchar, Integer, Decimal, Date, and Text.

About shared fields versus class-specific fields

A large number of fields — including custom fields — are available and shared across all asset classes. The shared fields are called common fields. These shared fields can be chosen from the + Common field dropdown. It is the dropdown to the right of this dropdown from which you choose class-specific fields.

Common custom fields

Common custom fields can be used in every single class, including the General class. Despite the name General, do not confuse fields in the General class with common fields; General fields are specific to the General class and you add them from the + General field dropdown.

In the + Common field dropdown, you can’t select a custom field that’s already in use — it will no longer be available in the dropdown list.

Important

Because some common custom fields used in your implementation are likely to be shared, keep in mind that different asset types might each have a different purpose or meaning for a certain field’s use. For this reason, if you are doing reporting that includes any common custom fields, be careful.

Class-specific custom fields

Non-shared custom fields can be chosen from the class-specific dropdown for the asset type you are working with (e.g. by clicking the + Computer system field button.)

Class-specific custom fields are extended attributes to an assets table, with default names like Ext.Custom Varchar 1.

Adding and renaming custom fields for assets

You can change the name of a class-specific custom field when adding it. You can also change its name in Configuration > Service Manager > Assets > Common Custom Fields. The Common Custom Fields view is also where you must go to change the name of a common custom field.

Note

If others in your organization also have the Asset Management Admin role, they can change the display name you have entered, or revert the custom field’s name to the default.

To add a custom field:

  1. In Configuration > Manage Types, click to select a category, or select a specific asset type and go to the Summary Fields, Detail Fields, Create Fields or List Fields tab.
  2. In the list of columns or list of fields to show, click either the custom field dropdown (+ Common field) or the class-specific custom field dropdown, and select a custom field to add.
  3. Configure the custom field. In the row of the newly added field, click the Field Properties button.
    1. If you’re adding a custom field, then choose whether the field is read-only and mandatory.
    2. If you’re adding a class-specific custom field, then give the field a custom label, and choose whether the field is read-only and mandatory.
  4. Click Apply.

To change the name of a shared custom field:

  1. Navigate to Configuration > Service Manager > Assets > Common Custom Fields.
  2. In the Translated column for the custom field you want to change, click the custom field’s name.
  3. Enter the new display name and click Save.
  4. (Optional) To revert the name back to its default, click the orange Revert button.
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