🏷️Custom Fields

How to add and use custom fields for assets

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. πŸ“ Access Custom Fields

Navigation: Assets β†’ Settings β†’ Custom Fields tab.


2. βž• Add a Custom Field

  1. Click New Custom Field

  2. Enter Field Name (e.g., "Software License")

  3. Select Field Type (see below)

  4. For Select type: add options separated by | (e.g., Active|Expired|Pending)

  5. Applies to Groups β€” Leave empty for all groups, or select specific groups

  6. Required β€” Check if the field must be filled when creating/editing assets

  7. Show on Table β€” Check to display in the asset list

  8. Field Order β€” Control display order

  9. Click Save


3. πŸ“‹ Field Types

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 Groups

  • Empty β€” Field appears for all assets

  • Specific groups β€” Field appears only for assets in selected groups

Example: Add "RAM (GB)" only to the "Laptops" group.


5. πŸ“Š Using Custom Fields

When Creating/Editing an Asset

  • 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 Reports

  • Fields with Show on Table appear in the asset list

  • Export reports may include custom field values (depending on implementation)


πŸ’‘ Best Practices

  • βœ… Use clear names β€” "Software License Key" not "slk"

  • βœ… Limit options for Select β€” Keep dropdowns manageable

  • βœ… Use groups β€” Apply fields only where relevant

  • βœ… Show on table for fields you filter or sort by often

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