Configuring Data Templates

You can configure Category-wise templates and populate the data in the templates so that the predefined data can be used while adding, updating, or importing Assets to the Asset Inventory. For more information about adding, updating, and importing Assets, see Adding Fixed Assets, Updating Asset Details, and Importing Assets, respectively.

To configure standard Data Templates:

1. Select Asset > Configuration > Asset Masters > Data Template Configuration.
2. On the DATA TEMPLATE page, on the ACTIONS panel, click ADD NEW. The DATA TEMPLATE page is displayed.
3. Select the Tenant, Category, specify the Template Name, and then select Active if you want to make the configuration active. For more information about the fields on the DATA TEMPLATE page, see Field Description.
4. Configure the required data in the template displayed in the <CATEGORY> DETAILS table, and then click SUBMIT.
   
   
   Figure: DATA TEMPLATE page

Field Description

The following table describes the fields on the DATA TEMPLATE page:

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the DATA TEMPLATE page.

SHOW LIST

Click SHOW LIST to view the list of Data Templates configured for a specific Tenant and Category.

Figure: DATA TEMPLATE page

To update a Data Template, click the required Template Name. Make appropriate changes and click SUBMIT.