Configure Custom Fields and Status Sets

Note: Only project administrators can configure Assets through the Settings icon .

Custom fields and status sets are applied to assets through the categories that you create. With custom fields, you can specify which asset information you want your teams to see and capture, out in the field.

Status sets allow you to accurately track assets in a category. They contain statuses that cover every stage that an asset will pass through on a project. Status sets can only be assigned to top-level categories. Subcategories inherit status sets from parent categories.

You can create as many custom fields and status sets as you need to effectively manage assets on your project.

Create Custom Fields

  1. From the Custom Fields tab in Settings, click Create custom field.

  2. You'll be prompted to complete the following fields:

    • Title: The name of your custom field. Custom text fields can include special characters including "-, +, = and @".
    • Type: The type of data a user will enter for the custom field. You can choose from the following types of custom fields: Text, Numeric, Pass/Fail, Dropdown, Multi Select, Date.
    • Description: A description to help your team understand what the custom field is

  3. Click Create another custom field to repeat this process for another custom field or click Create to see your custom field in the list.

Create Status Sets

  1. To create a status set, navigate to the Status Sets tab in Settings and click Create status set.

  2. Name your status set, provide a description, and then click Next.

  3. Add as many statuses as needed. Select a desired color for your status and customize other aspects of your status set.

  4. To reorder the statuses, hover over the Reorder icon next to a status and drag the status to the correct position.

  5. Click Create and your status set will now appear in the list of status sets. Once created, the status will be available to assign to categories.

Edit Status Sets

  1. To edit a status set, click the row containing the set in the Status sets tab in Settings.

  2. In the right panel the appears, change the name or description by clicking the field.

  3. Delete individual statuses by clicking the trash icon on the right of the status row. Delete a whole status set by clicking at the top of the status panel.

  4. To reorder the statuses, hover over the Reorder icon next to the status and drag the status to the correct position.

  5. Click Add status at the bottom to add more statuses to the set.