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Creating and Deleting Assets

Find out here how you can add and delete Assets manually.

Written by Katharina Kos

Creating Assets

  1. Click on "Assets" in the left navigation bar

  2. Click on "+ Add" in the top right corner

  3. Select the Asset Type from the dropdown menu or create a new one by clicking "+ Add"

  4. Enter the Asset-ID

  5. Fill in the custom properties (mandatory fields must be filled in, optional fields can be displayed)
    ​​​Note: If the Asset hierarchy is enabled and optional fields are displayed, the "Parent Asset-ID" field will appear. Select a Parent Asset-ID to create a hierarchy.
    ​Tip: If you assign an organization first and then select the Parent Asset-ID, the selection will be filtered by the organization.

  6. Optional: Assign an organization

  7. Optional: Assign one or more external contacts

  8. Optional: Add an asset location
    ​​Note: By checking the "Open Asset details after creation" checkbox, you will be taken directly to the asset's record after its creation.

  9. Click on "Create"

Tip: When working with the Asset hierarchy, you can directly add another Asset in the layout "Hierarchy" via the three-dot menu of an existing Asset. The Parent Asset-ID will be automatically pre-filled with the ID of the Asset to which you are adding the new Asset:

Deleting Assets

  1. Click on "Assets" in the left navigation bar

  2. Select the desired Asset

  3. Click on the three-dot menu next to the Asset-ID

  4. Select "Delete" and confirm by clicking "Delete Asset" in the pop-up window

Tip: Assets can also be deleted in the layout "Hierarchy" using the three-dot menu:
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