You want to use the information that is collected about an object to generate the options in a dropdown list.
Before you begin
The objective of this article is to show you how to configure the options of an assets' object so that users can easily select an asset.
To learn more about creating surveys and creating surveys for request offerings, see:
Specifying the values for the object field
Review the current options for an object carefully. For example, if you decide that you want to display the Device Name and Model for an asset dropdown list be aware that when you make the changes in the Object menu it is reflected across all roles in the system and in any pages, fields, and surveys that call the Asset object. See Configuring objects for enhanced data views before you make your changes.
- Click Data Model > Objects.
- Open the Assets object.
- In the Object records labels row, select Device Name as the subtitle.
- Save your changes.
Adding a search
You can add a search to restrict the number of options that are displayed in the dropdown list.
- In the sidebar on the Assets page, click Add.
- Enter your search criteria such as asset type equals laptops.
- Save your search as a public search.
Creating the survey
- Click Configuration > Workflows.
- Click Add and select Assets from the list of objects.
- Enter the name of the workflow and a description.
- Click Surveys and then click Add Survey.
- Enter the title, description, and type Submit as the label for the button.
- Save your changes.
Adding the object field as a variable
- Click Variables .
- Click Add Variable.
- Enter the name of the variable and select Assets as the data type.
- Select the search that you added to refine the number of options that are displayed.
- To display an image of the record in the survey, select a thumbnail.
- Click Submit.
Adding the variable as a field in the survey
- Click Surveys .
- Click Add survey field.
- Select the variable that you created.
- Fill in the details.
- Click Save.
- Click More actions next to the survey title and select Preview Survey.
Result
When you preview the survey, the survey field will display a list of the asset tags and device names.
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