Assets

What are Assets?

Assets represent anything that can be serviced, such as equipment, property, infrastructure, livestock, vegetation, people, and are the focal point of all Field Service jobs.

The Asset feature lets users manage and report on Assets to provide relevant information for and collect real time data from Technicians in the field. It adds an Asset record type and Asset fields for Transactions, Projects, Cases, and Tasks to associate work with specific Assets.

Update Child Assets

This feature synchronizes field values from parent Asset records to its child Asset records. This lets users easily cascade changes on an Asset record down to all of its descendants.

This feature is configured by specifying the fields that are to be inherited. By default child Assets records will inherit field values for Customer, Address, Address Test, and Region.

When a parent Asset record is submitted with changes to an inherited field, it will schedule the NextService Scheduled : Asset scheduled script with script deployment id customdeploy_nx_asset. Whenever a child Asset record is submitted, it will re-source the inherited field values from its parent.

General Notices