There are several different ways you can access the Assets Settings page:
You can directly access Assets Settings by hovering over the Assets feature tab and clicking on the "Settings" option:
From the Assets feature page there are two different ways you can access the Assets Settings page. For more information on how to access the Assets feature page, please see the Assets List page:
- By clicking on the Asset ID and accessing the View Asset pop-up window. From the Individual Actions drop-down select the "Settings" option:
By clicking on the More Actions button located at the top-right of your Assets feature page, and from the drop-down select the "Settings" option
Once you are on the Assets Settings page there will be a number of different sections:
The General section will display both the singular and plural versions of how you refer to your MobiWork asset (e.g., equipment / equipments, device / devices, etc.):
You can update the term by clicking on the Edit Settings button and then entering the desired asset(s) terms:
Once you are satisfied with the new term, click the Save button.
The "Custom Fields" section will allow you to add additional fields for your assets. These fields will appear when you add, edit, view, or import/export your assets.
The custom fields that you add can be searchable, appear once, be open ended, be required or optional, or can be visible or hidden to the asset:
The list of terms found in the "Custom Fields" section are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the custom field. |
| "Type" | is the type of custom field which include string, number, decimal, date, yes/no, multiple choice, QR code, signature, header, image capture, notes, phone number, phone number plus extension, SSN, time field, text area, vertical separator, vertical spacing, multiple QR code, customer field, product field, user field, project field, asset field, store field, dynamic header, and multiple option dropdown. |
| "Required" | Indicates if the custom field is required to fill or not. |
| "Searchable" | If checked, the custom field will become searchable within the New Search pop-up window. (It will not be searchable in the Free Text Search bar) |
| "API Name" | The API name of the custom field. It is used in the Reporting section and configuring PDFs. It does not change after it is created. |
| "Allowed Values" | Shows the configuration information; only provides value during troubleshooting. |
| "Actions" | include view, edit, and delete. |
| "Add Field" | adds a custom field. |
To add additional custom fields, click on the Add Field button; you will then be redirected to the Add Field page where you can input the desired type of field:
The terms found when you add a new Custom Field are defined below:
| Name: | Description: |
|---|---|
| "Property Name" | The name of the custom field. |
| "Property Type" | is the type of custom field, including the following: |
| ------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- |
| "String" | a field where the user can enter text; The field supporting limiting the number of characters that can be entered. |
| "Number" | a number field that does not accept decimals; The maximum and minimum number for the field can be defined. |
| "Decimal" | a number field that does accept decimals; The maximum and minimum number for the field can be defined. |
| "Date" | a field that allows the selection of the date from a pop-up calendar of a 3-field layout; It can be specified whether the current date will automatically appear and cannot be edited. |
| "Yes/No" | a yes/no field indicated by a checkbox. |
| "Multiple Choice" | a multiple option field where the values within it can be specified within "Select Values" by placing a comma between each value; You have the ability to indicate if the first value is invalid (i.e: you can give instructions as the first value, such as Select One:). |
| "QR Code" | a field that captures barcode/QR code data (for the device only). |
| "Signature" | a field to capture signatures (for the device only). |
| "Header" | a bold label that does not allow input. |
| "Image Capture" | an image capturing field that allows photos to be taken or existing images uploaded from the mobile device gallery into the field; It can be specified to not allow images from the device gallery. |
| "Notes" | adds notes to the notes list for the entity; For example, if a form is filled for a work order, then the Note Field content will be added to the work order notes list. |
| "Phone Number" | a phone number field that can be indicated if the phone number will appear in one or three fields. |
| "Phone Number + Extension" | a phone number field that allows an extension to be added; It can be indicated if the phone number plus extension will appear in one or four fields. |
| "SSN" | allows the user to input the Social Security Number within 3 fields (###-##-#### format). |
| "Time Field" | Allows you to specify a 12- or 24-hour time format |
| "Text Area" | a larger text field for multiple sentences, notes, etc. |
| "Vertical Separator" | a vertical line separator between fields. |
| "Vertical Spacing" | places spacing between rows between fields. |
| "Multiple QR Code" | allows the scanning and input of multiple QR codes continuously in this field. |
| "Customer Field" | allows the selection of the customers (available in the permissions) to appear in the field. |
| "Product Field" | allows the selection of the Products (available in the permissions) to appear in the field. |
|
|
|
| "User Field" | allows the selection of the users available in the permissions to appear in this field; Default to Device User will display the user who is logged in on the device within the field. |
| "Project Field" | allows the selection of the projects available in the permissions to appear in the field. |
| "Asset Field" | allows the selection of the assets available in the permissions to appear in the field. |
| "Store Field" | allows the selection of the stores available in the permissions to appear in the field. |
| "Dynamic Header" | allows you to show the data from the associated work order or customer (such as work order description, customer's name, etc.). |
| "Multiple Option Dropdown" | is a dropdown where you can select multiple options. |
| "Document Field" | allows you to upload a document in the field, such as PDF, image, video, etc. |
| "External URL" | a string field that hyperlinks to the URL added in the field. |
| ------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- |
| "Required" | Indicates if the custom field is required to fill or not. |
| "Searchable" | If checked, the custom field will become searchable within the New Search pop-up window. (It will not be searchable in the Free Text Search bar). |
| "Customer Visible" | will allow customers to view the form field on the Customer Portal. |
| "Number of Times" | include once, which will show the form field one time, or multiple open-ended, which will add the form field multiple times. |
| "Device Read Only" | means the field cannot be edited on the device. |
| "Web Read Only" | means the field cannot be edited on the web. |
| "Long Question Type" | is for the label of the field; It is a user interface setting which gives more space for the label on the device. |
| "Field Description" | are any comments that describe the field. |
| "Show Advanced Options" | includes the following fields outlined below: |
| "QuickBooks Field Name" | only applies to customer forms/custom fields; This refers to the name of the corresponding field in QuickBooks, which is used during the import/sync. |
| "Label CSS" | is a web only feature that allows the entered HTML CSS attributes to be applied to the field label. |
| "Initial Value for this Field" | sets the initial value of this field when the form is added/opened on the device (This needs to be configured by the MobiWork Professional Services Team). |
Tags serve as a visual indicator of custom statuses or categories, greatly enhancing organizational clarity by enabling you to identify designated assets at a glance. These labels are highly adaptable, making it possible to tailor them to your business's unique requirements; this flexibility means that tags can represent a wide spectrum of information.
When you attach tags to assets, you establish an efficient method for sorting and locating assets based on specific criteria. This streamlined approach proves invaluable when handling a substantial volume of assets.
To add a new tag in your MobiWork Asset settings, click on the Plus Sign icon:
Once you click on the Plus Sign icon, the Add Tag pop-up window will then appear:
In this pop-up window, you can enter the following information:
- Enter the name of the tag.
- Instead of using a white font, you can choose to use a dark font. This is helpful when using a light-colored background for the tag to help the text stand out.
- Select the background color of the tag.
To add a new tag to your asset, open the View Asset pop-up window and in the "Summary" panel click on the Plus Sign for the "Tags" column; if you have already added tags to your asset, this icon will turn into a Pencil icon:
From the Add Tag pop-up window, you have the capability to assign multiple tags to a single asset, allowing you to capture various facets of an asset's status or category. This comprehensive tagging system simplifies the task of finding the right asset precisely when you need it.
If you would like to remove any tags from an asset, click on the Pencil icon again. The Add Tag pop-up window will appear again; from this window you will then be given the option to remove the tags by unchecking the specified tags:
Once you are satisfied that the selected tags have been removed, press the Add button to save your changes.
After adding tags to your Assets settings page, a new column header will appear in your "List" tab. When you tag an asset, you will immediately see its associated tags in a convenient, at-a-glance display within the "List" tab:
The "Asset Categories" section will allow you to add additional categories for your assets. These categories will help organize the assets that you have (e.g., trucks, computers, printers, etc.).
To add a new category, click the Plus Sign button:
The Add Category pop-up window will then appear. In this pop-up window, enter the category name:
Once you are satisfied, click the Add button.
The terms found in the Asset Categories are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the asset category |
| "Actions" | Allows you to edit or delete the asset category |
The Asset Subcategories section will allow you to add additional subcategories for your assets. These categories will help further organize the assets that you have (e.g., Ford trucks, Mac computers, etc.) into subcategories that fit under an umbrella category.
To add a new subcategory, click the Plus Sign button:
The Add Subcategory pop-up window will then appear. In this pop-up window, use the drop-down to indicate which asset is the umbrella asset and input the subcategory name:
Once you are satisfied, click the Add button.
The terms found in the Asset Subcategories are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the umbrella category in which the subcategory falls under. |
| "Sub-Category Name" | The name of the sub-category. |
| "Actions" | Allows you to edit or delete the asset sub-category |