Creating custom flexible assets

For most users, flexible assets are an integral part of their account. That's why we give you the option of using pre-built templates when you're just getting started with IT Glue.

For many, it's common to start off with the IT Glue pre-built templates and then customize them simply by changing a few things. For more information, see the Quick guide for flexible assets.

However, sometimes you have specific or complex data demands that can't be handled using the pre-built templates. If so, we recommend you try using a flexible asset that you build from scratch.

Flexible assets let you track additional information that the default templates don't cover. You can have a flexible asset with just one or two fields in it, or multiple fields. Think of flexible assets as collections of custom fields.

Prerequisites

  • You need a Manager or Administrator user role.
  • If you plan to import data, make sure your data is formatted for our field types.

Instructions

  1. Click Account from the top navigation bar.
  2. Click Flexible Asset Types from the sidebar.
  3. Click the + New button in the top right corner.
  4. From the Create Asset screen, give your new flexible asset a name. This name will be displayed in several places throughout your account.
  5. (Optional) Choose an icon to represent the new flexible asset.
  6. (Optional) Enter a description.
  7. Add the fields you want in the new flexible asset. When you're adding a field, you can select whether that field should be required and whether to show any data inputted to that field in a column in list view. You can also enter a hint to specify what kind of data you want entered.
    From the moment you create a new field, it's possible to change any of the options. However, once that field is in use, editing the "kind" attribute will be disabled.
  8. Make sure the fields are in the order you want them to appear in. You can change the order of fields at any time by dragging and dropping them.
  9. Click Save to add the new flexible asset to your account.
  10. After that's done, you can position your new flexible asset on the Organizations sidebar. Navigate to Account > Settings, click the Customize Sidebar button, and then simply drag and drop your new flexible asset to the left column. When you're done, click Save.

Once your asset has all of its fields and is saved, the new fields will appear on the asset's create and edit screens. Any fields you selected to "Show in list" will show in the asset's list view once there is data entered. We recommend entering some data into the new flexible asset to see the results before adding real data.

New custom flexible asset - example

As an example of how you might use flexible assets, you might need to track the date when a hardware device will reach the end of its life cycle, in which case you could create an end-of-life date field in a custom flexible asset. This is separate from a configuration's warranty expiration date. Often these are one and the same, but on occasion they differ.

Creating a new custom field

end-of-life-date.png

Make sure you also specify which fieldset type this new date field is related to. Because we are talking about hardware, you will want to choose the Configurations fieldset.

Choosing the Configurations fieldset

configuration-item.png

Then for any end-life-dates your team creates, they will be asked to "tag" the configuration as well as enter the end-of-life date. The entered date will then appear as a related item on the specified configuration:

end-of-life-date-related-item.png

 

Notes

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