Introduction

The asset category summary tab can have custom layouts applied to suit the various requirements of an organisation and it's departments, categories and users.

Custom layouts are applied at the category level.

 

Hence a custom layout needs to be created for each category that requires one.

 

There are two configuration points:

 

1. Inventory Configuration is accessed by clicking the cog symbol.

By selecting the cog symbol (pictured above), a window will appear named 'Configuration Form'.

 

2. Layout Customization is accessed by right-clicking anywhere along an inner border in the Summary Tab and selecting 'Customize Layout'.

 

By right-clicking on the border (as above) a button will appear named 'Customize Layout', selecting the button will open a window named 'Customization'.

Inventory Configuration

Clicking the Inventory Configuration cog symbol opens the Configuration Form

 

Button 1 '>' Moves the selected Attribute from 'Available Fields' to 'Selected Fields'

 

Button 2 '<' Removes the selected field

 

Button 3 '<<' Removes all attributes from 'Selected Fields'

 

Button 4 Resets 'Selected Fields' to the default attribute list

Layout Customization

Open 'Customize Layout' and select the Layout Tree View

Layout Tree View - Page Areas

There are four distinct page areas:

Photo

Display's images

Asset Information

Displays inventory

Tree

Displays associations (i.e. parent / child, split)

Root

The container of all the Summary tab's elements

Summary

The custom view can be configured to meet the requirements of an organisation. 

 

Different asset types have a variety of associated information so a preferred custom layout configuration depends on the key pieces of information that are utilized by a user.