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How To: Create A Custom Asset Field

  1. Navigate to the Dashboard

  2. Click the gear icon and select SettingsScreenshot 2025-05-19 at 10.39.20 AM.png

  3. Click on the Assets tab on the settings pageScreenshot 2025-05-19 at 11.14.49 AM.png

  4. Navigate to the Asset Fields section on the Inventory Settings page and then click Add FieldScreenshot 2025-05-19 at 11.15.31 AM.png

  5. Click the dropdown, choose one of the following: Date, Date and Time, Text, Number, or Choice
    Screenshot 2025-05-19 at 11.16.55 AM.png

    The Show on Sub Clients toggle gives you the ability to have the custom field show up within assets for a sub client.

  6. Click the name field - in this example we are creating a multiple choice custom field related to the color of the asset. The Name field is what you want to call the custom field - in this example we used "Color of Asset" and chose a Choice type.

  7. Click Add Choice in the Choices field. Click in the choices text field to input the names of the multiple choice fields. In this example we are using colors. Click Add Choice again to add another choice.choiceeees.gif

  8. Click Save when you have completed inputting in all the applicable options for the custom fieldScreenshot 2025-05-19 at 11.20.54 AM.png

  9. Go to the left side navigation and click on AssetsScreenshot 2025-05-19 at 11.00.07 AM.png

  10. On this page click Add Asset to view the newly created custom field. In the modal you will see the newly created "Color of Asset" example custom multiple choice field.choice.gif

 

Have more questions? Submit a request below or reach out to the customer success team directly, we'd be happy to help!

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