Customizing Oomnitza Views

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.

1. From the menu, click Assets.
2. 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: Read only Read only and hide when empty Mandatory
Add groups	Create a group header for organizing related fields.  Click Add Group. Enter the name of the group. Click SAVE.  Information about groups For groups to display, they must have a visible field. If the group has a hide when empty or relational field that is not displayed for a specific asset, then the group and the fields in that group aren't displayed. Use the group fields feature to control access by role and to organize and display only the relevant information for each asset.      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. Click Add Link or Edit Link. Enter the name of the link and the URL. Click SAVE.  Tip You can use the Jinja templating language to form the URL. For example, you can use the identifier for your existing asset to create the link, such as https://external.system.com/devices/{{device_id}}. See Importing and using libraries with Jinja2.
Organize fields	Drag and drop the fields to reposition them. Alternatively, click the Action Menu (...), and choose one of these options: Move to the top Move to the bottom Move one line up Move one line down Move field to. Use this option to move the field to another group.
Remove fields	Click the Action Menu (...), and click Remove field.

Adding fields

You can add fields to capture the information that you need.

1. From the menu, click Assets.
2. Click Customization.
3. Click Add.
4. Make your changes.
5. 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: Short Text. Max length of the text is 256 256 characters. Long Text. Max length of the text is 1024 characters. Numeric. Max length of the integer is 20 digits. Decimal. Decimal values can be entered.  Date   Checkbox. For boolean values such as Yes or No. Users List Location Department Cost Center
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

1. In the Dropdown tabbed page, click Add.
2. Enter the values. Click the return key after you enter each value.
3. 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.

Next Step

Integrations