You can customize the views, control access, and add and edit fields for the following modules:
- Assets
- Accessories
- Software
- Contracts
- People
- Locations
Note
The Assets view is used to demonstrate the customization features.
Configuring access and organizing information
You can use the screen builder to complete the following actions:
- Configure access by user role
- Change the read permissions for the fields
- Add groups to organize the information into sections
- Change the display order of the fields
Important
Available only to administrators with the appropriate permissions for the module.
- From the menu, click Assets.
- Click an asset record, and then click Configure the view
.
Available actions
Action | Procedure |
Control access by role |
From the Role list, select a role. Next Configure field permissions. |
Change field permissions |
From the Default list for each field, you can choose one of these options:
|
Add groups |
Create a group header for organizing related fields.
Information about groups Next Add the fields to the group that you created. |
Add fields |
Click Add Fields to add existing fields to the Assets view. You select the fields that you want to add. |
Add links to groups |
Add a link to the group to provide a link to the asset or other object in the external system.
Tip |
Organize fields |
Drag and drop the fields to reposition them. Alternatively, click the Action Menu (...), and choose one of these options:
|
Remove fields |
Click the Action Menu (...), and click Remove field. |
Adding fields
You can add fields to capture the information that you need.
- From the menu, click Assets.
- Click Customization.
- Click Add.
- Make your changes.
- Click CREATE.
Assets view
Reference information for the Information tab
Field | Actions |
Name | Enter the unique name for the field. |
Data Type |
Choose one of the following options:
|
Editable | Determines whether the user can edit the field value. Some field values, such as values pulled in by integrations can only be modified by the API or by the integration. |
Unique | Field values must be unique. |
Dropdown | You must choose short text as the data type to select the Dropdown option. |
Default Value | Set a default value for the field. |
Reference information for the Dropdown tab
If you've selected short text as the data type and selected the Dropdown checkbox, you can edit the information in the Dropdown tab.
The behavior of the field changes depending on whether you add or don't add values to the dropdown list.
If you want to allow users to add dropdown values dynamically to the dropdown field, you don't add a list of values for the dropdown field. Values are added dynamically when users set new options when they create or edit objects.
If you want to restrict the choice of values to those listed, you add a list of values to the dropdown field. Users can only select a value from the list.
Adding values to the dropdown list
- In the Dropdown tabbed page, click Add.
- Enter the values. Click the return key after you enter each value.
- Click CREATE.
Reference information for the DISPLAY tab
You can choose one of the following options:
- Regular
- Relational fields
- Paired fields
Relational Fields
Relational fields allows you to specify that a field is displayed when a specific criterion is met. Let's say, you have fields that are displayed for laptop endpoints, or mobile device endpoints, or for a specific location.
When you select Relational field, you are prompted to select the field that determines whether the field is displayed.
See Creating the dynamic dropdown in Creating filtered dropdown menus.
Paired fields
To create a paired field, you must first create a lookup custom object that defines the field that you wish to create, and add a list of values.
See Creating a paired field in Creating filtered dropdown menus.
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