How to Manage Non-IT Assets with Custom Types and Fields скачать в хорошем качестве

How to Manage Non-IT Assets with Custom Types and Fields

How to Manage Non-IT Assets with Custom Types and Fields Custom asset types in Freshservice are useful when an organization needs to track and manage specific types of equipment or items that are not covered by default asset types. While Freshservice provides default asset types for common items, custom asset types provide greater flexibility in capturing unique information about each asset. To read the companion blog for this video: https://blog.flycastpartners.com/fres... Freshservice Tips and Tricks to Always Remember Tip: Have a clear understanding of which fields are considered default. Avoid creating duplicates of default fields to prevent redundancy and streamline data management processes. Tip: Only have Admins do this. So they control the infrastructure within the tool. Critical infrastructure that should be tightly controlled. Tip: Assign the responsibility of making infrastructure changes within the tool to administrators, as they possess the necessary expertise to handle critical infrastructure that demands tight control. How to Add Custom Asset Types: To add Custom Asset Types in Freshservice, follow these steps: Go to the "Admin" tab located at the bottom left of the page. Under the "Assets" section, click on "Asset Types." Click on the "New Asset Type" button located on the right-hand side of the page. Enter a name for the custom asset type you want to create. Click on the "Save" button to create the custom asset type. After creating the custom asset type, you can add custom fields to it by following the steps outlined below. How to Add Custom Fields to Asset Types: To add Custom Fields to default or custom asset types in Freshservice, follow these steps: Go to the "Admin" tab located at the bottom left of the page. Under the "Assets" section, click on "Asset Types". Choose the asset type you want to add a custom field to by clicking on its name. On the right-hand side of the screen, you can see the variety of Custom Field options that are available. Drag and drop the custom field you want to add. Fill in the appropriate labels as required for your needs. Choose any other required or optional field settings that apply to the type of field you're adding. For example, you can choose whether the field is required or optional, whether it should be displayed on the asset details page or the list view, and whether it should be read-only or editable. After setting up the field, click on the "Update" button to create the custom field. Repeat these steps to add additional custom fields as needed. Once you have added custom fields to an asset type, you can populate them with data when you create or edit assets of that type. For more Freshservice Tips and Tricks videos:    • Freshworks Freshservice Tips and Tricks   Freshservice Tips and Tricks blogs: https://blog.flycastpartners.com/fres... For more information about our Freshservice Professional Services: https://resources.flycastpartners.com... ----------------------- ----------------------- You can trust that Flycast Partners will provide useful @Freshservice tips & tricks since not only are we a Premier @FreshworksInc Partner, but also 🏆 North American Most Valuable Partner of the Year 😎 Global ITSM Strategic Partner of the Year ----------------------- ----------------------- Flycast Partners Simplifies Information Technology - for you, with you. www.FlycastPartners.com Click here to contact us: https://share.hsforms.com/1BzLq1xRvR7... Or contact us via 🌐 WEBSITE: www.FlycastPartners.com 📧 EMAIL: info@flycastpartners.com 📲 PHONE: (844) 359-2278 Social Media LINKEDIN:   / flycast-partners   For more Freshservice Tips and Tricks videos:    • Freshworks Freshservice Tips and Tricks   Freshservice Tips and Tricks blogs: https://blog.flycastpartners.com/fres... For more information about our Freshservice Professional Services: https://resources.flycastpartners.com... ----------------------- ----------------------- You can trust that Flycast Partners will provide useful @Freshservice tips & tricks since not only are we a Premier @FreshworksInc Partner, but also 🏆 North American Most Valuable Partner of the Year 😎 Global ITSM Strategic Partner of the Year ----------------------- ----------------------- Flycast Partners Simplifies Information Technology - for you, with you. www.FlycastPartners.com Click here to contact us: https://share.hsforms.com/1BzLq1xRvR7... Or contact us via 🌐 WEBSITE: www.FlycastPartners.com 📧 EMAIL: info@flycastpartners.com 📲 PHONE: (844) 359-2278 Social Media LINKEDIN:   / flycast-partners