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Create properties and property templates

  • Grein

Properties record important information about customer assets. After you define properties, you can create property templates to quickly and easily apply a set of properties to an asset or an entire category of assets. Using a laptop as an example, the properties can include the type of processor, amount of RAM, the hard drive size, and model type.

Watch this short video about how to create and configure asset properties.

Define properties

Before you can assign values to properties, you need to define them.

  1. In Field Service, select the Settings area. Under Asset Properties, select Property Definitions, and then select New.

    Screenshot of a list of active properties, with the New icon highlighted.

  2. Enter the Property Name and select the Property Type: Number, String (alphanumeric), Boolean (true or false), or Date/time.

  3. Select Save & Close.

Create property templates

Use property templates to quickly select a group of properties and apply them to an asset or a functional location.

  1. In Field Service, select the Settings area. Under Asset Properties, select Templates for Properties, and then select New.

  2. Enter the Template Name, and then select Save.

  3. In the Properties section, select New Property Template Association.

  4. To associate an existing property with the template, search for and select it.

    If the property doesn't exist yet, select New Property Definition to create it. Go to Property Definitions. Then, add the property to the template.

  5. To add another property to the template, select the caret to the right of Save and Close, and then select Save & Create New.

    Screenshot of the Property Template Association lookup pane, with the Save & Create New button highlighted.

  6. When you're finished adding properties, select Save and Close.

Associate asset categories with property templates

Associate a property template with an asset category to quickly add a set of properties to all records in the category.

  1. In Field Service, select the Settings area. Under Properties, select Templates for Properties, and then select a template.

  2. In the Asset Categories section, select New Asset Category Template Association.

    Screenshot of the template for properties with the new asset category highlighted.

  3. To associate an existing asset category with the template, search for and select it.

    If the category doesn't exist yet, select New Customer Asset Category to create it. Go to Asset Category. Then, add the category to the template.

  4. To add another category to the template, select the caret to the right of Save and Close, and then select Save & Create New.

  5. When you're finished adding categories, select Save and Close.

Associate assets with property templates

In addition to associating a property template with an asset category, you can associate a template with individual assets.

  1. In Field Service, select the Service area. Under Assets, select Assets.

  2. Open the customer asset record and select Related > Asset Template Associations.

  3. Select New Asset Template Association.

    Screenshot of the asset template association.

  4. To associate an existing property template with the asset, search for and select it.

    If the template doesn't exist yet, select New Template for Properties to create it. Go to Template For Properties. Then, add the template to the asset.

  5. To add another property template to the asset, select the caret to the right of Save and Close, and then select Save & Create New.

  6. When you're finished adding templates, select Save and Close.

Associate assets with properties

It's easy to assign a set of properties to a customer asset using a property template. Sometimes, however, you might want to add a property that's not part of a template, or add more properties on top of a property template.

  1. In Field Service, select the Service area. Under Assets, select Assets.

  2. Open the customer asset record and select Related > Property Asset Associations.

  3. Select New Property Asset Association.

  4. To associate an existing property with the asset, search for and select it.

    If the property doesn't exist yet, select New Property Definition to create it. Go to Property Definition. Then, add the property to the asset.

  5. To add another property to the asset, select the caret to the right of Save and Close, and then select Save & Create New.

  6. When you're finished adding properties, select Save and Close.

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