Add or Edit Asset Attributes - User Defined

Add or Edit Asset Attributes - User Defined

If you want to add an asset attribute to assets in a given class, you can do so in the User Defined module. You can also edit asset attributes in the same module. These fields will be present in the record of any asset within a given class, allowing for you to be able to add more asset information as needed.

Navigate to the User Defined Module

To navigate to the User Defined module:
  1. From the NEXGEN dashboard, click the Settings icon in the blue navigation bar to the left.
  2. Click "Setup."
  3. Click "User Defined."

Add an Asset Attribute

To add asset attributes in the User Defined module:
  1. Click the drop-down arrow next to "Class" in the hierarchy tree to the left.

  2. Drill down and click on the class you would like to add an attribute to in the list.
  3. Click "+Add" on the right side of the screen.
  4. A pop up will appear. Fill out the fields. 
    1. Enter a Name for your new attribute.
    2. Enter a caption.
    3. Select a field type. The data type will autofill according to the field type.
    4. Select the length for the data.
    5. Check the checkboxes.
      1. Mark the field as mandatory if you want to obligate users to fill it in.
      2. Mark it as editable to ensure users can edit the field.
      3. Mark it as hidden if you would like to hide the attribute from the asset record page.
      4. Check off "Show in Search" if you would like this asset attribute available as an option in the drop-down menu of the Search section (i.e. to be able to filter for this asset attribute when searching asset records).
      5. Check off "Internal" if you would like internal NEXGEN users to see this attribute.
      6. Check off "External" if you would like external users (e.g. Contractor Portal users) to see this attribute.
  5. When finished, click "Save." This asset attribute will now be visible in the records of assets part of the class you selected.



Edit an Asset Attribute

To edit an existing asset attribute in the User Defined module:
  1. Click the drop-down arrow next to "Class" in the hierarchy tree to the left.
  2. Drill down and click on the class for which you would like to edit asset attributes.
  3. Click the drop-down arrow next to an existing asset attribute in the list.
  4. Click "Edit."
  5. A pop-up will appear where you can change asset attribute information. Make any edits as needed.
  6. Click "Save" to save your changes.

    • Related Articles

    • Adding a UDF to a Work Order Asset - User Defined

      Users can create User Defined Fields (UDFs) that will be specific to each asset on a work order. These UDFs can be configured for all work orders or work orders for a particular department, division, or main task. Configuring a Work Order Asset UDF ...

    • Mandatory UDFs at Status Change - User Defined

      User-defined fields (UDFs) can now be made mandatory at any status change on service requests and work orders. For example, certain UDFs might be required in order to Complete the work order vs Close the work order.   Navigate to Settings > Setup > ...

    • Edit and Add Asset Classes - Asset Inventory

      Assets are organized by class in the class hierarchy tree. The top 6 classes (Area, Equipment, Linear, Misc, Structure, and Vehicle) are common across all client sites. Sub-classes are customizable per client. Learn how to add, edit, or delete ...

    • User Group Permission Definitions

      We're going through some changes! As we continue to make improvements to our software, we are changing how our permission options affect end users. Because of this, you may notice that some permissions are listed as not in use. Thank you for your ...

    • User Defined Module Overview

      NEXGEN software has many fields that can be customized to personalize your software. These fields are called UDFs or User Defined Fields. Within the "Settings" module, you can edit these UDFs to align with your current workflows. To learn more about ...