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Asset Entry

xAssets Configuration Guide
What can be Configured?

Asset Entry

Screenshot

  • Set the menu items which form the Left Side Menu

These left side links are menu items of type "Asset Entry Screen Left Links" and can only be configured from the menu entry screens.

By setting a category context on these menu links, different left link menus can be displayed for different types of assets. For example, the "IT Asset Management" link in the above menu is not displayed for non-IT assets.

  • Add queries, reports, scripts, or forms to these left side menu links

These menu items can run specific "leftmenu" functions, or can run queries, forms, or transformations.

  • Edit the Form used for editing the Asset

Decide which fields are displayed, create new fields, change presentation, dropdown content, color, font, dropdown source query, field name, validation, and mask

Fields on the currently displayed form can be configured by clicking the "Configure (admin only)" link.

  • Decide which forms are used for specific types of assets (asset categories)

The overall form displayed is determined firstly by the "Asset Edit Key" of the current main menu group/profile, and secondly by the category of the asset being edited. Each form can have a number of versions for different categories or for category groups.

  • Fire a Trigger on save which can validate, edit data, launch a report into a PDF window or send email

The save action can run specific validation, updates, Sql triggers, Sql updates, or any transformation both on precommit and postcommit. This allows for reports or emails to be generated based on specific database conditions.

  • Set the menu Options in the Action Menu

The Action menu contains menu options that can act on the asset currently being edited. Simply use %key% as the parameter value to pass to any transformations or queries run from this menu to specify the ID of the asset currently being edited.