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</style><p id="isPasted"><strong><span style="font-size: 11pt;">In this guide we will cover:</span></strong></p><p><span style="font-size: 11pt;"><strong>- Creating Asset Fields</strong></span></p><p><span style="font-size: 11pt;"><strong>- Creating Custom Fields for the Asset Entity </strong></span></p><p><span style="font-size: 11pt;"><strong>- Difference between Asset Fields and Custom Fields for Assets</strong></span></p><p><strong><span style="font-size: 11pt;">- Control Who has Configuration Access to Asset Fields</span></strong></p><p><strong><span style="font-size: 11pt;">- SQL Lookups</span></strong></p><p><br></p><p><span style="font-size: 11pt;"> </span></p><p><span style="font-size: 11pt;"><strong>Admin Guides:</strong></span></p><ul><li style="font-size: 11pt; font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1369/" rel="noopener noreferrer" target="_blank"><strong>Asset Fields</strong></a></li></ul><p><strong><span style="font-size: 11pt;">Related Guides:</span></strong></p><ul><li style="font-weight: bold; font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/2439/" target="_blank" rel="noopener noreferrer"><strong>Batch Updating Asset Fields</strong></a></li></ul><p><br></p><p><span style="font-size: 11pt;" id="isPasted">Asset fields correspond to the different pieces of data you care to track against an Asset of a certain type. Similar to Ticket type fields, you can use system Asset fields or create your own Custom Asset fields to track whatever information is required. </span></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Asset Fields</span></strong></p><p><span style="font-size: 11pt;">Lets take a closer look at how asset fields are configured. First, it is important to understand Asset Fields versus Custom Fields against the Asset entity. Asset fields are created/amended via Configuration > Asset Management > Asset Fields.</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJhNWQ1M2Q5LTliMWMtNDIyNS1hN2FmLWIwMzdiZDQ2MjllNyJ9.mY96y6kuW4AQbenooLwCbbu8ljfpCvSmWtkpUiOZhEc" class="fr-fic fr-fil fr-dib" width="338" height="179"></span></p><p><span style="font-size: 10pt;"><strong>Fig 1. Asset Field configuration.</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">The configuration around the field(s) is composed of specifying the field name/label, field type (text, single select, password etc.), system use (for specific functionality around opening an RDP address). You are also presented with the option to mark the field as mandatory.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Asset fields can be added to specific Assets types (via the field list tab against an Asset type), or added to all Asset types, using the button shown in <strong>Fig 2</strong>, this button is against the asset field.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI4OGViYzlkLWMyMzgtNDc3MC04NGRkLTJhY2M4NjYxZTI4NCJ9.vFoPcjvAQMkBGoae5KVA-5T8UC4lu4RtZG4OBsUWc5U" class="fr-fic fr-fil fr-dib" width="523" style="width: 525px; height: 567.161px;" height="567"></p><p><span style="font-size: 10pt;"><strong>Fig 2. Option to add asset field to all asset types.</strong></span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Set visibility of Asset Fields</strong></span></p><p><span style="font-size: 11pt;">Once fields have been added to an asset type, you can set who these fields are visible for. Head to Configuration > Asset Management > Asset Types > select an asset > Field List tab > edit a field using the pencil icon.</span></p><p><span style="font-size: 10pt;"><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc3MjIyNjA0LTI2ZGEtNDNiYi05YTYzLTIxZDM4Yzk5MjljNSJ9.PFkafD5FkoJcJkBYp2d8G45xzycF4RGXTiFgMUKx-MI" class="fr-fic fr-fil fr-dib" width="1260" style="width: 1262px; height: 539.614px;" height="540"></strong></span></p><p><strong>Fig 3. Edit field.</strong></p><p><strong><br></strong></p><span style="font-size: 11pt;">When editing you can set the 'Agent Asset details screen visibility' and 'User Asset details screen visibility' to determine if agents and/or users can see/edit this field when viewing an asset (respectively). <br><strong><em><br></em></strong>You can enforce uniqueness for a visible field against an asset type by selecting the "This Field must be unique for each Asset of this Asset Type" checkbox.<br><strong><em><br></em></strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEzZThjNmU1LThiNTQtNDVkNy1hMzk4LWVjZTc0ODdjNTRlYyJ9.5aS60NK0bF7EZzYgstJAWnIIAVr9gP6QXqHxZ9zTMb4" class="fr-fic fr-fil fr-dib" width="679" height="826"></span><span style="font-size: 10pt;"><p><strong>Fig 4. Field settings.</strong></p></span><span style="font-size: 11pt;"><p><br></p></span><p><span style="font-size: 11pt;">You can also use the Dynamic Field Visibility' table to have the field only show when set criteria is met. this criteria can be based on other asset fields. Dynamic Field Visibility can be set to 'Equals', 'Is Not Equal to', 'Empty' and 'Not Empty'. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Creating Custom Fields for the Asset Entity</strong></span></p><p><span style="font-size: 11pt;">Custom Fields for the Asset Entity are configured in a similar way to Custom Fields for all other entities - via Configuration > Custom Objects > Custom Fields.</span></p><p><br></p><p><span style="font-size: 11pt;">Ensure you select 'Asset' as your entity:</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhiMzFhYzY2LTM0ODctNGFhZS1hYzcxLWM3ZTVlYjVjOWYxYiJ9.3TL7exyXkT_CeJVfVqvuFbxxqDg7gaEniqiQ0QXcyFU" class="fr-fic fr-fil fr-dib" width="278" style="width: 280px; height: 237.341px;" height="237"></span></p><p><span style="font-size: 10pt;"><strong>Fig 5. Selecting asset entity for custom fields.</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">You will find more options here against the type of field to be created (Rich Text, Single/Multiple Select, Custom Table etc.). Custom Fields for Assets will be added to all Asset types & will be displayed on either the 'Custom Fields' tab, or the manually created Custom Tab that you have selected against the Custom Field.</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ2YmNjMjhlLTI2OTEtNGJhMy04Mzc3LTljOTcxZGVlOWU4OCJ9.l5CKoydLAQ9UFKIsQfBcDU07oqge5oK6Zaysph2F420" class="fr-fic fr-fil fr-dib" width="979" style="width: 981px; height: 234.486px;" height="234"></span></p><p><span style="font-size: 10pt;"><strong>Fig 6. Custom tab selection within a custom field.</strong></span></p><p><br></p><p><span style="font-size: 14pt;"><strong>Difference between Asset Fields and Custom Fields for Assets</strong><br></span></p><p><span style="font-size: 11pt;">So the key differences between Asset Fields and Custom Fields for Assets are as follows:</span></p><p><span style="font-size: 11pt;"><br></span></p><ul><li style="font-size: 11pt;">Custom Fields for Assets provide more options within the configuration of the field itself, but cannot be added/removed per Asset Type. </li><li style="font-size: 11pt;">Asset Fields provide fewer configuration options within the Field, but can be added to specific Asset Types.</li></ul><p><br></p><p id="isPasted"><span style="font-size: 12pt;"><strong>Added Asset $-variables</strong></span></p><p><span style="font-size: 11pt;">These variables can be used to pull through information about an asset, these may be used, for example, on an email template that is used for suppliers. </span></p><p><br></p><p><span style="font-size: 11pt;">$-ASSET_PARTSWARRANTYSTART - The asset's parts warranty start date.</span></p><p><span style="font-size: 11pt;">$-ASSET_PARTSWARRANTYEND - The asset's parts warranty end date.</span></p><p><span style="font-size: 11pt;">$-ASSET_LABOURWARRANTYSTART - The asset's labour warranty start date.</span></p><p><span style="font-size: 11pt;">$-ASSET_LABOURWARRANTYEND - The asset's labour warranty end date.</span></p><p><br></p><p><span style="font-size: 14pt;"><strong>Control Who has Configuration Access to Asset Fields</strong></span></p><p><span style="font-size: 11pt;">Access control can be granted for asset fields, allowing selected non-administrator agents to edit asset fields. On versions prior to this only agents with the administrator permission will be able to create and edit asset fields.</span></p><p><br></p><p><span style="font-size: 11pt;">To give access control to an asset field, use the 'Access Control' button against the field. </span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg4ODBkMjdmLTg1YTMtNGJjNC1hN2E0LThhOTBkZTUzZDUzNiJ9.wrKBlCYvufzVHnOGDXphunRiucsas9S1oyxfC5Bb78k" class="fr-fic fr-fil fr-dib" width="585" style="width: 587px; height: 325.402px;" height="325"></p><p><strong>Fig 7. Access Control button</strong></p><p><br></p><p><span style="font-size: 11pt;">When used you will be able to choose the role/agent/team/department you would like to give the access control to, and then what level of access you would like them to have. In the figure 8 example all agents in the team 'Operations' will have read and modify access to the configuration of this asset field. </span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVmYzA2NDU5LWJkMjYtNDE3NC05ZTdhLWYxYzczYmYzNzZlYyJ9.Y9R28Wg7YsEia5isS7nBFe8U4sw17nbykEfLfluZYoU" class="fr-fic fr-fil fr-dib" width="579" height="318"></p><p><strong>Fig 8. Access control example</strong></p><p><br></p><p><span style="font-size: 11pt;">This means these agents will be able to view and edit the configuration of this asset field. They will not be able to create any new asset fields. </span></p><p><br></p><p id="isPasted"><span style="font-size: 14pt;"><strong>SQL Lookups</strong></span></p><p><span style="font-size: 11pt;">SQL Lookups can be created with Asset Fields in a similar method to Custom Fields, using either Single Selection or Multiple Selection Fields.</span></p><p><br></p><ul><li><span style="font-size: 11pt;"><strong>Type of Field:</strong> Single Selection or Multiple Selection.</span></li><li><span style="font-size: 11pt;"><strong>Lookup Type:</strong> Dynamic List</span></li><li><span style="font-size: 11pt;"><strong>Lookup Method: </strong>SQL</span></li></ul><p><br></p><p><span style="font-size: 11pt;">You can reference Asset Fields in the SQL by using $AF followed by the Asset Field name. </span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMwYTkzMzJmLTcwNGMtNGEwYi05YTkwLWY0MjQyYTZmMGRiZiJ9.NK1kQeQpqqvaEMWdapeYIa3aw68M50tSNIT0micBNN4" class="fr-fic fr-fil fr-dib" width="1200" height="596"></p><p><strong><span style="font-size: 10pt;">Fig 9. Asset Field Lookup.</span></strong></p><p><br></p><p><span style="font-size: 11pt;"><strong><em>Note: From v2.232.1+, the character limit for the lookup SQL has been extended 4000 characters.</em></strong></span></p><p><br></p></div>
