Define asset custom fields

Use Custom Fields to extend the types properties associated with assets.

Below is an example of the Asset Custom Fields screen.

Field / check box Description
Label The custom field name.
Type

Select one of the following types using semicolons to delimit multiple choices in the Options setting:

  • Text (up to 255 characters)
  • Number (number of integers with up to four decimal places)
  • Currency
  • Date
  • Dateline
  • Time Period
  • Multiple Choice (adds check boxes)
  • Single Choice (adds radio buttons)
  • Pop-up menu (adds a single-selection menu)
Width Specifies the number of columns in the custom field text area.
Info

Creates a tool tip that helps users complete the custom field.

When the tool tip is created, an Info icon is displayed next to the custom field. When the user mouses over the Info icon, the tool tip pops up.

Display Order Click the drop-down menu and select the custom field order.
Height Specifies the number of rows in the custom field text area
Clients

Configures the Client permissions, defining whether the client can see, edit, or interact with the custom field.

These fields are disabled when the custom field is not visible in the client interface.
Techs

Configures the Tech permissions, defining whether the tech can see, edit, or interact with the custom field.

Administrative users have at least Editable access to all custom fields. The Required fields are required for Administrators.
Limit Input to Text Box Width Ensures the maximum number of characters does not exceed the number of characters chosen in the Width option.
Encrypt in database

AES-encrypts the data entered in the custom field before it is stored in the database.

If you select this option after the data is entered, the existing values are not encrypted until they are updated.

Searchable Includes the custom field as a search option in the Advanced Search page.
Allow full-text search (slower)

Indexes only the first 255 characters in a custom field.

Select this option when the custom field values could exceed 255 characters. Applying this option greatly reduces search performance.
Exclude From E-Mail Ensures the custom field is not shown in emails to clients or techs.

Define an asset custom field

  1. Click Setup > Assets > Asset Custom Fields.
  2. Click New.
  3. In the Label field, enter a name for this custom field.
  4. Complete the remaining fields, and then click Save.
  5. Click Setup > Assets > Types.
  6. In the Asset Type Name column, click an asset type.
  7. In the Custom Fields row, select Specific.
  8. In the Selected Custom Fields row, select the checkbox next to your new asset custom field.
  9. Click Save.