Custom Fields
Custom fields let you extend asset data with properties specific to your business. Add fields like "License Key", "IP Address", "Contract End Date", or any other data you need to track.
1. Access Custom Fieldsโ
Navigation: Assets โ Settings โ Custom Fields tab.
2. Add a Custom Fieldโ
- Click New Custom Field
- Enter Field Name (e.g., "Software License")
- Select Field Type (see below)
- For Select type: add options separated by
|(e.g.,Active|Expired|Pending) - Applies to Groups - Leave empty for all groups, or select specific groups
- Required - Check if the field must be filled when creating/editing assets
- Show on Table - Check to display in the asset list
- Field Order - Control display order
- Click Save
3. Field Typesโ
| Type | Description | Example |
|---|---|---|
| Text | Single-line text | License key, serial number |
| Textarea | Multi-line text | Notes, specifications |
| Number | Numeric value | Capacity, version |
| Date | Date picker | Contract end, renewal date |
| Select | Dropdown | Status, priority |
| Checkbox | Yes/No | Is insured, requires calibration |
| URL | Web link | Manual, support page |
4. Applies to Groupsโ
- Empty - Field appears for all assets
- Specific groups - Field appears only for assets in selected groups
Example: Add "RAM (GB)" only to the "Laptops" group.
5. Using Custom Fieldsโ
When Creating/Editing an Assetโ
- Custom fields appear in the form based on the asset's group
- Required fields must be filled before saving
- Values are stored per asset
In Reportsโ
- Fields with Show on Table appear in the asset list
- Export reports may include custom field values (depending on implementation)
Best Practicesโ
- Use clear names - "Software License Key" not "slk"
- Limit options for Select - Keep dropdowns manageable
- Use groups - Apply fields only where relevant
- Show on table for fields you filter or sort by often