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Drag and Drop

xAssets IT Asset Management User Guide
Asset Management

Drag and Drop

Drag and drop provides a quick way to reclassify assets by dragging them from the results list to a node in the tree panel. This is commonly used to change an asset's location, category, department, or other tree-based classification without opening each asset individually.

Prerequisites

  • The results screen must have a tree panel visible on the left side.
  • You must have permission to modify the classification field associated with the tree (e.g., Location, Category).

How to Use Drag and Drop

  1. Select the assets to reclassify in the results screen. See Selecting Assets for selection techniques.
  2. Click and hold on one of the selected records, then drag across to the target tree node on the left.

Screenshot

  1. Release the mouse button on the target node. A dialog appears showing the available actions:

Screenshot

  1. Select the appropriate action from the dialog:
Action What It Does
Move Changes the classification field to match the target node (e.g., moves the asset to the new location)
Financial Transfer Moves the asset and creates financial transfer transactions (used when the move has accounting implications)
Create Relationship Creates a parent-child relationship between the dropped assets and the target node's asset
  1. Click OK to confirm. The selected assets are reclassified and the results screen refreshes.

When to Use Each Action

  • Move is the most common choice for IT asset management. Use it when you simply need to change where an asset is classified -- for example, moving a laptop from "London Office" to "Manchester Office" in the location tree.
  • Financial Transfer is needed only when the move has financial implications (e.g., inter-departmental charge-back). This option creates the accounting transactions required for your financial records. In most IT-only installations, you will not need this.
  • Create Relationship is used to build parent-child links. For example, dragging a monitor onto a desktop PC to record that the monitor belongs to that PC. See Parent Child Relationships.

Tip: Drag and drop works with multiple selected assets. Select a group of assets first, then drag any one of them to the tree node -- all selected assets will be reclassified.

Warning: Be careful when dragging to the correct tree node. If you drop assets on the wrong node, you will need to drag them again to the correct one, or edit each asset individually to fix the classification.