Configuring Data Templates

Owned by Enterprise IT
May 10, 2024

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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.

    DATA TEMPLATE page
    Figure: DATA TEMPLATE page

Field Description

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

Field

Description

DETAILS

Category

Select the Asset Category for which you want to configure a Data Template.

Template Name

Specify the Template Name.

Active

If selected, the Data Template configuration becomes Active.

<CATEGORY> DETAILS table

Specify the data in the template that you want to configure. The specified data is displayed while adding, updating, or importing Assets, when the user selects the Category-specific Data Templates.

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.

Note:

When the Data Templates are displayed under the LIST table, the following actions are displayed on the ACTIONS panel:

  • Filters: Click Filters to specify a filter criteria to view a particular set of Data Templates.

    FILTERS pop-up page
    Figure: FILTERS pop-up page
  • ADD NEW: Click ADD NEW to configure a new Data Template.