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Create Custom Fields for Assets

Overview

This procedure demonstrates how to create a custom field.  Custom fields are assigned to asset categories. They are displayed in the assets custom field tab for any asset within the predefined asset category. 

Steps:

1. Click Settings, CMMS Settings, Custom Fields, and New

 

2. Add a Name, Label, select a Type, and asset category. The Name must start with a letter, and continue with letters, digits, or underscores. Select Also apply this field to all child categories if the field should also apply to any sub-asset categories of the asset category selected. Click OK to complete.

     

 

3. The new custom field is now visible under the Custom Fields tab

 

4. The custom field can now be populated for any assets assigned to the same asset category, and in this case, any selected sub-categories as the custom field

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