Review the information that is collected about accessories.
You can complete actions such as running workflows to update information and you can optimize the view to view the information that is key to your role.
Actions available on all pages
Click the Actions menu
and select an option.
Table: List of the actions that are available on all pages
Icon | Action | Description |
|
The workflows that were created and that can be run. | |
Download PDF. | Generate a report about the asset. | |
Click Screen builder. | To make the information more consumable, you can group information into sections and pick the fields that you want to add to each section. | |
Click Archive. | Archive the record. |
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Record navigation
Use the down arrow to go to the next record and use the up arrow
to go to the previous record.
Information page
Table: List of the actions that you can complete on the Information page
Icon | Action | Description |
Click Workflow activity status. |
If no workflows are associated with the record, or if the workflows associated with the record have been completed, No active workflows is displayed when you hover the mouse over the status If one or more workflows were triggered for the record, but haven't completed yet, a message is displayed when you hover the mouse over the status |
|
Click Refresh. | Refresh the information that is shown on the page. |
Stockrooms
A list of the stockrooms that the accessory was assigned to is displayed.
Permissions: To view stockrooms on the accessories page, you will need, at a minimum, read-only permissions for the following objects: Accessories, Stockrooms and Stockroom Accessory.
To add the accessory to another stockroom, click Select stockrooms .
Note
When you add an accessory to a stockroom, you must navigate to the Stockroom, select the accessory on the Accessories page, and then specify the total number for the accessory.
Alternatives
You can add alternative accessories that users can check out if the selected accessory is out of stock. For example, if a user submits a request for an accessory and it's out of stock, you can offer the alternative accessory.
Table: List of the actions that you can complete on the Alternatives page
Icon | Action | Description |
Click Add. | Adds an alternative accessory. | |
Click Delete. | Deletes an alternative accessory. |
Media
Table: List of the actions that you can complete on the Media page
Icon | Action | Description |
Click Add. | Add media such as an image of the endpoint, networking, or infrastructure asset. | |
Click Clear. | Clear the display photo that you set to display on the Information page. | |
Click List view. | Switch to list view. Click on the thumbnail to preview it. | |
Click Block view. | Switch to block view. In block view, each media file is shown as a tile. You can click the actions menu on the tile to set the image as the display photo, download the media file, or delete the file. Click on the thumbnail to preview it. |
History
Table: List of the actions that you can complete on the History page
Icon | Action | Description |
Click Export. | Export the activity history to a spreadsheet. | |
Click Filter. | Filter the records by the time the events occurred, by the users who triggered the events, or by the fields that were affected by the event. |
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