How to update Asset Custom Fields

This article will show you how to update Asset Custom Fields

Before we get started

Take note

Asset Custom Fields can be updated manually and through a workflow.
You can only manually update an asset custom field if you are an "owner" or "admin" of the organization.
Update an asset custom field via the web portal.

Updating Asset Custom Fields

Through a workflow:

Manually:

Through a workflow:

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner and select the organization you would like to update custom asset fields in.

Step 3: Click on Templates

You will immediately land on the form template listing page.
Here you should have a form containing fields to update your custom asset field with.
If you do not yet have a form containing these fields, you can follow our article on how to create forms!

Step 4: Click on the Workflow tab

Click on the Workflow tab to create and edit Workflows in your organization.

Step 5: Click on the Edit menu (3 Dots) on the right side of the workflow

If you do not have a workflow yet, see our article on making your first workflow.
If you already have a workflow:

5.1 Navigate to your workflow.
5.2 Click on the edit menu (3 Dots) on the right side of the workflow to edit your workflow.

Step 6: Add a Asset field update node

If your workflow is empty or does not contain the preferred nodes. Please follow our Article on how to build a workflow.
If your workflow already contains preferred nodes, like fill a form or generate a report, you can add a Asset field update node by:

6.1 Right-clicking somewhere on the grey work space
6.2 Then scrolling down to Asset-related and choosing Asset field update.

Step 7: Connect the Asset field update to the correct nodes

Now connect the Asset field update node to the correct form(s) for input variables by:7.1 Clicking on the colored circles.
7.2 And dragging them to the corresponding colour on the fill a form node.

Step 8: Setup Asset field update node

Click on Edit Set Up on the Asset field update node to reveal the field update screen.
Now add an automated field update by:

8.1 Filling in the field slug of your asset. These can be found or made whilst manually editing your asset.
8.2 Filling in the KPI you want to update the asset field with, found in your form or workflow, in between 2 sets of brackets.
8.3 If you do not yet have a formula set up in your form or workflow, please follow our article (still needs to be published) on adding formulas to your workflow.

Step 9: Click close to save your changes

Click close at the bottom right of the update asset custom field tab to save the changes you have made and exit the tab.

Manually:

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner and select the organization you would like to add a Target Line to your graph to.

Step 3: Click on Assets

You will immediately land on the Assets listing page.

Step 4: Click on Edit in the Edit menu (3 Dots) on the right side of the Asset

If you do not have an Asset yet, see our article on making your first Asset.
If you already have a Asset:

4.1 Navigate to your Asset.
4.2 Click on the edit menu (3 Dots) on the right side of the Asset to edit your Asset.

Step 5: Click the custom asset field to change the data manually

Click on the custom asset field you want to update and change the data manually.

Step 6: Click exit to save your changes

Click Submit at the bottom right of the Asset tab to save the changes you have made and exit the tab.

And that's how easy it is!

We hope this article is helpful in updating your custom asset fields. if you have any questions or concerns, please do not hesitate to contact our customers support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software, We look forward to helping you make your workplace safer and more efficient!\