How to Add an Asset Attribute to an Asset Type and How to Edit and Remove Them
How to Add an Asset Attribute to an Asset Type and How to Edit and Remove Them
The following steps will guide you through associating or adding an Asset Attribute to an Asset Type:
1. Navigate to Admin Console>Data Schema>Asset Type.
2. Adding an Asset Attribute to an Asset Type involves a little forethought and planning. First, you need to have already created the Asset Attribute (For more information, refer to: http://support.rfcode.com/customer/portal/articles/980044). Second, you need to have a good idea of where on the Asset Type input form you want the new Asset Attribute to appear. So it might be a good idea to “View the Sample Input Form” of the Asset Type you are about to work with and determine where you wish to place the attribute in the form.
3. Click the View Sample Input Form button and the input form will appear.
Figure 1: Asset Type Input Form
4. In the example above you are using the Asset Type “Tablet.”
NOTE: For more information on creating Asset Types, refer to:
http://support.rfcode.com/customer/portal/articles/977425
The Asset Attribute that we wish to add is the “Screen Size” and this Asset Attribute already exists and is also used by the Asset Types “Laptop” and “Monitors”. Looking at the Figure above, the desired position of the Asset Attribute “Screen Size” is in the section titled “Computer Details” at the bottom of the list. Notice the numbers that are in parentheses to the left of the attribute labels. These numbers are “Field Order” numbers and they are used to determine the order or positioning of the Asset Types that are added to an Asset Type. Asset Manager orders Asset Attributes in an ascending order (smallest to largest) from top to bottom. In this example, in order to make “Screen Size” appear at the bottom of the list it needs to have a field order number greater than “1300”.
TIP: The “Field Order” numbers are arbitrary numbers that you assign. Therefore, do not use consecutive numbers as that leaves no extra “space” to add additional Asset Attributes in the future should the need arise. A best practice is to skip about 10 digits with each number used leaving adequate “space” for future expansion without having to re-number all of the Asset Attributes.
5. In the Asset Type editor area of the task pane, the second section titled “Attributes” lists the attributes that have been added to the selected Asset Type.
Figure 2: Asset Attribute Selection Box
6. For new Asset Types, this will be blank by default. To add an attribute, click the Add button and the “Add Attribute” window will appear and the appropriate information provided:
Figure 3: Add Attribute Value Box
7. After all of the correct information is entered, click on the OK button to add the Asset Attribute to the Asset Type.
8. The final step is to click on the Save button at the bottom of the Asset Type editor.
9. To verify that the Asset Attribute works correctly, click on View Sample Input Form.
Figure 4: Sample Input Form
The Attribute Type “Screen Size” will appear correctly in the “Computer Details” Category at the bottom of the list.
Deleting an Asset Attribute from an Asset Type
The following steps will guide you through deleting an Asset Attribute from an Asset Type:
1. Navigate to Admin Console>>>Data Schema>>>Asset Type and the Asset Type task pane will appear on the right.
2. Select the Asset Type you wish to edit from the Asset Type hierarchy tree and the Asset Type editor will display the details of the selected Asset Type.
3. In the “Attributes” area of the Asset Type editor, select the Asset Attribute you wish to delete and click the Delete button.
NOTE: Removing an Asset Attribute from an Asset Type does NOT delete any values of that Attribute Type from any assets that have been added to the system. When viewing an asset via the User Console, the information will not be displayed but it remains in the database and can be accessed using the Asset Manager API or directly in the database (e.g., SQL database access).
Editing an Asset Attribute Associated with an Asset Type
The following steps will guide you through editing an Asset Attribute associated with an Asset Type:
1. Navigate to Admin Console>Data Schema>Asset Type.
2. Select the Asset Type you wish to edit from the Asset Type hierarchy tree and the Asset Type editor will display the details of the selected Asset Type.
3. Edit the desired information about the Asset Type and click the Save button when editing is complete.
1. Navigate to Admin Console>Data Schema>Asset Type.
2. Adding an Asset Attribute to an Asset Type involves a little forethought and planning. First, you need to have already created the Asset Attribute (For more information, refer to: http://support.rfcode.com/customer/portal/articles/980044). Second, you need to have a good idea of where on the Asset Type input form you want the new Asset Attribute to appear. So it might be a good idea to “View the Sample Input Form” of the Asset Type you are about to work with and determine where you wish to place the attribute in the form.
3. Click the View Sample Input Form button and the input form will appear.
Figure 1: Asset Type Input Form
4. In the example above you are using the Asset Type “Tablet.”
NOTE: For more information on creating Asset Types, refer to:
http://support.rfcode.com/customer/portal/articles/977425
The Asset Attribute that we wish to add is the “Screen Size” and this Asset Attribute already exists and is also used by the Asset Types “Laptop” and “Monitors”. Looking at the Figure above, the desired position of the Asset Attribute “Screen Size” is in the section titled “Computer Details” at the bottom of the list. Notice the numbers that are in parentheses to the left of the attribute labels. These numbers are “Field Order” numbers and they are used to determine the order or positioning of the Asset Types that are added to an Asset Type. Asset Manager orders Asset Attributes in an ascending order (smallest to largest) from top to bottom. In this example, in order to make “Screen Size” appear at the bottom of the list it needs to have a field order number greater than “1300”.
TIP: The “Field Order” numbers are arbitrary numbers that you assign. Therefore, do not use consecutive numbers as that leaves no extra “space” to add additional Asset Attributes in the future should the need arise. A best practice is to skip about 10 digits with each number used leaving adequate “space” for future expansion without having to re-number all of the Asset Attributes.
5. In the Asset Type editor area of the task pane, the second section titled “Attributes” lists the attributes that have been added to the selected Asset Type.
Figure 2: Asset Attribute Selection Box
6. For new Asset Types, this will be blank by default. To add an attribute, click the Add button and the “Add Attribute” window will appear and the appropriate information provided:
- From the “Add Attribute Window” select the desired Asset Attribute, which is “Screen Size”.
- Next we need to select or add the “Category” that the attribute will be placed in on the input form. This “Category” is purely a group of like attributes on the user interface. Referring back to our “Sample Input Form” screen in step number 3, there are currently two “Categories” which are “Basic Information” and “Computer Details”. We want the attribute “Screen Size” to appear in the “Computer Details” “Category” so we will select “Computer Details” from the drop down box. You can create new “Categories” by simply typing in the entry field provided.
- Now provide a field order number to determine the placement of the attribute on the input form. In this example we want the new attribute to be at the bottom of the list so we input “1400”.
- We do not want the attribute to be a required field so we un-check the “Value Required” check box. If the box were checked, then each time a “Tablet” asset is added to the system, this information would have to be provided to save the asset information to the database.
- If the “Static” check box is checked, then the value in the “Screen Size” attribute is not changeable and is provided automatically. We do not wish this to be with our “Screen Size” attribute so we leave it unchecked. If the box is checked then the default value we wish to provide must be selected from the “Default Value” entry box.
Figure 3: Add Attribute Value Box
7. After all of the correct information is entered, click on the OK button to add the Asset Attribute to the Asset Type.
8. The final step is to click on the Save button at the bottom of the Asset Type editor.
9. To verify that the Asset Attribute works correctly, click on View Sample Input Form.
Figure 4: Sample Input Form
The Attribute Type “Screen Size” will appear correctly in the “Computer Details” Category at the bottom of the list.
Deleting an Asset Attribute from an Asset Type
The following steps will guide you through deleting an Asset Attribute from an Asset Type:
1. Navigate to Admin Console>>>Data Schema>>>Asset Type and the Asset Type task pane will appear on the right.
2. Select the Asset Type you wish to edit from the Asset Type hierarchy tree and the Asset Type editor will display the details of the selected Asset Type.
3. In the “Attributes” area of the Asset Type editor, select the Asset Attribute you wish to delete and click the Delete button.
NOTE: Removing an Asset Attribute from an Asset Type does NOT delete any values of that Attribute Type from any assets that have been added to the system. When viewing an asset via the User Console, the information will not be displayed but it remains in the database and can be accessed using the Asset Manager API or directly in the database (e.g., SQL database access).
Editing an Asset Attribute Associated with an Asset Type
The following steps will guide you through editing an Asset Attribute associated with an Asset Type:
1. Navigate to Admin Console>Data Schema>Asset Type.
2. Select the Asset Type you wish to edit from the Asset Type hierarchy tree and the Asset Type editor will display the details of the selected Asset Type.
3. Edit the desired information about the Asset Type and click the Save button when editing is complete.