Asset Configuration Note - Revision history

Dina at 07:48, 8 July 2020

2020-07-08T07:48:22Z

← Older revision		Revision as of 07:48, 8 July 2020
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	'''Values List'''		'''Values List'''
	The Values Selection List allows you to use any existing values list from ~~CommitCRM~~, or add a new list of values for your convenience. The list values can be edited at any time by selecting [Edit List...] from the list pull-down menu.		The Values Selection List allows you to use any existing values list from RangerMSP, or add a new list of values for your convenience. The list values can be edited at any time by selecting [Edit List...] from the list pull-down menu.
	<br><br>		<br><br>
	''Note: Entries can contain characters or numbers; however, numbers entered into Structured Notes entries are saved as text, and cannot be used for calculations in the application or in reports. To use numeric fields for future calculations, see [[Field_Customization\|Custom Fields]]''.		''Note: Entries can contain characters or numbers; however, numbers entered into Structured Notes entries are saved as text, and cannot be used for calculations in the application or in reports. To use numeric fields for future calculations, see [[Field_Customization\|Custom Fields]]''.

Sheli: /* Delete Template */

2011-08-17T18:50:06Z

Delete Template

← Older revision		Revision as of 18:50, 17 August 2011
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	# From the entity’s Preview Tab or Configuration Note Tab, click the arrow next to the “Add Configuration Note Section” option and choose ''Edit Configuration Note Template'' and choose the template you want to edit.		# From the entity’s Preview Tab or Configuration Note Tab, click the arrow next to the “Add Configuration Note Section” option and choose ''Edit Configuration Note Template'' and choose the template you want to edit.

	In the Template Setup window, click Delete at the bottom-right corner of the window to delete this Template.		In the Template Setup window, click ''Delete'' at the bottom-right corner of the window to delete this Template.

	==Using Templates==		==Using Templates==

Sheli: /* Create Template */

2011-08-17T18:49:34Z

Create Template

@@ Line 103: / Line 103: @@
 ==Create Template==
-Creating templates can be done from several places:
+Creating templates can be done from the following places:
 # From the Settings menu > Assets > Configuration Note Templates > New.
-# From the entity’s Preview Tab or Configuration Note Tab, click the arrow next to the “Add Configration Note Section” option and choose Edit Template.
+# While adding a new section to an Asset, click ''Save As Template''.
-Editing the template is the same as adding a new Configuration Note Section, and the entries and values are saved and loaded later on when loading the template. The template can be edited at any time from the main Settings menu or from preview tab.
+In the New Template window:
 ==Using Templates==

Sheli: /* Searching Within Configuration Note */

2011-08-17T18:15:56Z

Searching Within Configuration Note

← Older revision		Revision as of 18:15, 17 August 2011
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	=Searching Within Configuration Note=		=Searching Within Configuration Note=
	The values entered in the entries can be searched using a powerful text search.		The values entered in the entries can be searched using a [[Knowledge_Base#Searching_for_Articles\|powerful text search]].

	You can search both for the entry labels and the values. For example, you can search for the label “CPU” and value “i3".		You can search both for the entry labels and the values. For example, you can search for the label “CPU” and value “i3".

			[[File:Asset_config_note_search.gif]]

	Learn more about the powerful free-text search capabilities [[Knowledge_Base#Searching_for_Articles\|here]].		Learn more about the powerful free-text search capabilities [[Knowledge_Base#Searching_for_Articles\|here]].

Sheli: /* Web interface */

2011-08-03T11:50:31Z

Web interface

← Older revision		Revision as of 11:50, 3 August 2011
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	See more details in [[Customer_Privileges\|Customer Web User Privileges]].		See more details in [[Customer_Privileges\|Customer Web User Privileges]].

			=See Also=
			* [[Assets]]

Sheli at 11:06, 3 August 2011

2011-08-03T11:06:38Z

← Older revision		Revision as of 11:06, 3 August 2011
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	~~<under construction for CommitCRM version 5.6 BETA>~~

	=Introduction=		=Introduction=
	The Asset Configuration Note provides an easy way to define a customized data entry for an Asset. The Configuration Note is a structured field, which provides an easy way to enter data which is displayed as separate fields and gives a convenient view of the details.		The Asset Configuration Note provides an easy way to define a customized data entry for an Asset. The Configuration Note is a structured field, which provides an easy way to enter data which is displayed as separate fields and gives a convenient view of the details.

Sheli: /* When to use the Asset Configuration Note? */

2011-06-09T13:27:03Z

When to use the Asset Configuration Note?

← Older revision		Revision as of 13:27, 9 June 2011
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	# '''Simple Note''': you can simply write all these details in the Asset's simple Note field; however, this requires you to remember what to write each time.		# '''Simple Note''': you can simply write all these details in the Asset's simple Note field; however, this requires you to remember what to write each time.
	# '''Custom Fields''': your other option is defining custom tabs and fields; however, this information varies between different asset types (PC, Server, Printer, etc.) which may result in multiple Tabs and Custom fields per type. This can work great, however it requires advanced implementation and a lot of work. See more details in [[Field_Customization]].		# '''Custom Fields''': your other option is defining custom tabs and fields; however, this information varies between different asset types (PC, Server, Printer, etc.) which may result in multiple Tabs and Custom fields per type. This can work great, however it requires advanced implementation and a lot of work. See more details in [[Field_Customization]].
	# '''~~Structured Notes~~''': you can use this easy-to-use structured data to keep your information arranged in separate fields. Using the Configuration Note field, you can easily insert predefined structured data, whether you load it from templates or define it on-the-fly, and update the data values as needed.		# '''Asset Configuration Note''': you can use this easy-to-use structured data to keep your information arranged in separate fields. Using the Configuration Note field, you can easily insert predefined structured data, whether you load it from templates or define it on-the-fly, and update the data values as needed.
	<br>		<br>
	Using the ~~Structured~~ Note is the recommended way to keep various configuration details for an Asset.		Using the Configuration Note is the recommended way to keep various configuration details for an Asset.

	<br>		<br>

Sheli: /* Web interface */

2011-06-09T12:29:30Z

Web interface

← Older revision		Revision as of 12:29, 9 June 2011
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	~~<SCREENSHOT>~~		[[File:Asset_config_note_customer_priv.gif]]

	See more details in [[Customer_Privileges\|Customer Web User Privileges]].		See more details in [[Customer_Privileges\|Customer Web User Privileges]].

Sheli: /* Using Templates */

2011-06-09T12:27:58Z

Using Templates

← Older revision		Revision as of 12:27, 9 June 2011
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	==Using Templates==		==Using Templates==
	Entries and their values can be loaded from a template and added to a section either from the main Preview tab, or while editing the Configuration Note Section.		Entries and their values can be loaded from a template and added to a section either from the main Asset's Preview tab, or while editing the Configuration Note Section.

	~~<SCREENSHOT> - from Preview~~.		[[File:Asset_config_note_choose_template.gif]]

	Entries which are added from a Template are always appended to the section at its end. The entries order can be changed by editing the section and going to Setup mode using arrows “move up/down”.		Entries which are added from a Template are always appended to the section at its end. The entries order can be changed by editing the section and going to Setup mode using arrows “move up/down”.

	~~<SCREENSHOT> - from edit window.~~

	=Searching Within Configuration Note=		=Searching Within Configuration Note=

Sheli: /* Remove Section */

2011-06-09T11:52:28Z

Remove Section

← Older revision		Revision as of 11:52, 9 June 2011
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	To remove a section from the Configuration Note, click Edit to enter the Configuration Note Section Window, and click Delete.		To remove a section from the Configuration Note, click Edit to enter the Configuration Note Section Window, and click Delete.

	Save the Asset to ~~keep~~ changes done to the Configuration Note.		Save the Asset to apply changes done to the Configuration Note.

	=Configuration Note Templates=		=Configuration Note Templates=