Field Order Configuration

Field Order Configuration is a configuration page where you can define the order of the fields available on the Asset Inventory and My Asset List page. In order to set the fields, you need to have the category configured on the FORM BUILDER page. For more information to create a new category, see Configuring Asset Category using Form Builder.

To configure the field order on the FIXED ASSET page, perform the following steps:

1. Select Asset > Configuration > Asset Masters > Field Order Configuration. Select the desired Tenant from the left pane, which is a mandatory field. The FIELD ORDER CONFIGURATION LIST page is displayed.
   The LIST page consists of details of all the configured and saved templates.
   
   Figure: FIELD ORDER CONFIGURATION LIST page

2. On the ACTIONS panel, click ADD NEW to add a new Field Order Configuration template.
The FIELD ORDER CONFIGURATION DETAILS page is displayed.

Info

In the past, the Add New functionality would overwrite any configuration that already existed, meaning only one template could exist. A new update to this functionality now allows to create new forms.

Figure: FIELD ORDER CONFIGURATION DETAILS page

3. On the FIELD ORDER CONFIGURATION DETAILS page, specify all the required details. For more information about the fields on the FIELD ORDER CONFIGURATION page, see Field Description.

Case 1: Asset Inventory

Figure: FIELD ORDER CONFIGURATION DETAILS page- Asset Inventory

a. Select Asset Inventory from the Page Name drop-down. Enter the Template Name. The Default, Applicable to Role Templates, and Active fields can be selected as per the requirement. For more information on the fields, see Field Description.

b. Click the desired category hyperlink from the Category Name column to configure the field order. The FIELD ORDER CONFIGURATION pop-up page is displayed.


Figure: FIELD ORDER CONFIGURATION pop-up page

c. Select the Asset Status from the drop-down list. The list of Attributes are displayed under the Attribute Name column.
d. Set the order of the attributes by using a drag-and-drop operation.
e. Click SUBMIT.

Note

After submitting, you can select the other Asset Statuses to configure.

f. After the configuration is done on the FIELD ORDER CONFIGURATION pop-up page, the Asset Status is checked green on the FIELD ORDER CONFIGURATION page.

Figure: FIELD ORDER CONFIGURATION page- Configured Asset Status

g. On the FIELD ORDER CONFIGURATION page, click SUBMIT.

Case 2: My Asset List

a. Select My Asset List from the Page Name drop-down. Enter the Template Name. The Default, Applicable to Role Templates, and Active fields can be selected as per the requirement. For more information on the fields, see Field Description.

b. Click the desired Asset Type hyperlink from Fixed Asset, Accessories & Consumable, and Software checkboxes. The FIELD ORDER CONFIGURATION pop-up page is displayed.

c. The list of Attributes are displayed under the Attribute Name column. Set the order of the attributes by using a drag-and-drop operation.
d. Click +Add More Attributes to add more attributes to the selected Asset Type.

e. Select the desired Category and Attribute Name from the drop-down.
f. Click ADD.
g. After the configuration is done on the FIELD ORDER CONFIGURATION pop-up page, the Asset Type is checked green on the FIELD ORDER CONFIGURATION page.

h. On the FIELD ORDER CONFIGURATION page, click SUBMIT.
The configured attributes are captured and displayed under MY Asset List Page.
Head to My Assets page to know more information.

4. After the configuration is saved, the configuration is reflected on the Field Order Configuration List page.

Field Description

The following table describes the fields on the FIELD ORDER CONFIGURATION page:

ACTIONS

SHOW LIST

Click SHOW LIST to view the list of configured templates.