No asset management system has enough fields out of the box. There will always be situations when you want to store additional information for a device, product, user, or location that we didn't think about. The solution is to define custom fields for this information.
Required access rights
In order to define or change custom fields you must be a member of a group that has the Master Data permission.
Defining custom fields
To define a custom field, go to INVENTORY/EXTENDED and select the Custom Fields tab.
You can define custom fields for various areas:
- Device: Information related to individual devices as stored in the device inventory for example the mean time to recover for a device.
- Location: Information related to locations for example a link to a floor plan.
- Hardware: Information related to a specific hardware product for example the mean time between failures for a product.
- Software: Information related to a specific software product for example a link to a license agreement.
- System: Information related to a specific system for example the critical scale of a system.
- User: Information related to an individual user for example a staff ID as stored in an HR management system.
The text that you enter in the description field will show up in a tooltip when the user hovers over the field name in dialogs and profiles.
Type
Custom fields can either be free text or selection based. When you choose Selection, you can enter the legal values for the field in the field definition. For manual edits, the legal values will be presented to the user as a drop-down menu.
Usage
With type-specific custom fields, you can assign a custom field to one or more specific device types. As a result, the field will only appear in the profiles of devices that match those types, and it will be hidden from all other device profiles. This ensures that only relevant information is displayed based on the device type.
Editing custom field content
Users can edit custom field content in different ways.
For locations, custom fields are always listed at the bottom of the edit pane.
For any other area, custom fields can be accessed in the Extended tab of the edit dialog.
Note: The content of custom fields can also be changed using the REST API.
Custom fields in profiles
Your custom fields will show up in profiles in the Extended section.
Versioning
Custom field data is subject to versioning and will show up in a device's timeline.
Editing and deleting custom field definitions
You can change custom field names later without losing any content.
Note that if you delete a custom field definition, any content will be lost forever.
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