Asset Workspaces

Agents use asset workspaces to create, edit, and view assets. Incident, contact, and organization workspaces can also be modified to include asset information.

Standard asset and asset multi-edit workspaces are available for adding and editing assets. These standard workspaces are automatically added to profiles when assets are enabled. You can use these standard workspaces or create custom workspaces. Creating custom workspaces for assets is no different than creating workspaces for other standard objects. See Overview of Workspaces.

Note: If you want to use custom asset workspaces, you must select them on the Profiles editor’s Interfaces page. See Custom Workspaces.

You should also review your incident, contact, and organization workspaces to ensure they include the asset fields and relationship item that agents need to work with assets that are associated with these record types.

• Asset fields—You can add fields from the assets table to incident workspaces. This gives your agents the ability to view or modify asset information when they work with an incident that's associated with an asset record. These fields include information such as the asset’s name, price, and serial number.
• Assets relationship item—You can add the Assets relationship item to contact and organization workspaces. This is needed for agents to view the assets associated with contact and organization records. Using the relationship item, agents can delete existing asset relationships, or open the Assets editor to add asset records to a contact or organization.