How to Create Product Types
Overview
Product Types allow you to classify your assets into logical categories, such as "Hardware," "Software," or "Virtual Machines." Beyond simple categorization, this feature lets you create a hierarchical structure (e.g., Software > Adobe) and define custom fields specific to each type. For example, a "Software" asset might need a "Version Number" field, while a "Laptop" asset needs a "Screen Size" field.
Step-by-Step Guide
1. Navigate to Product Type Settings
Access the product type configuration from the asset settings menu.
From the main menu, go to Settings (1).
Under the
Assetsection (2), click on Product Type (3).
2. Create a Main Product Type
To create a new top-level category (like "Software" or "Hardware"):
Type the name of the category into the input field at the top of the main window (4).
Click the large plus (+) button (5) to add it to the list.
3. Create a Sub-Type (Optional)
You can build a hierarchy to organize your assets more precisely.
Select the parent category from the list (e.g., Software) (1).
Click the small plus (+) icon (2) located directly on that row. This will prompt you to name a new sub-type (e.g., "Siemens") that is nested under the parent.
4. Define Custom Fields
Once your type is created, you can define exactly what data needs to be tracked for it.
Select the specific product type you want to configure (e.g., Siemens) (1).
On the right side, use the field buttons (2) to add custom properties:
Text: for alphanumeric data like "Version."
Number: for counts or values.
Date: for expiration or release dates.
Checkbox: for yes/no options.
Dropdown: for selecting from a list.
In the example shown, "Version" and "Release Date" fields have been added. Any asset created under this type will now prompt the user to fill in these specific details.
Last updated