Table of Contents
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Go to “General Settings / Assets search” to configure connection with Assets:
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Click the “Configure now” button and fill in the Email and API Token fields:
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When fill both fields in, the “Save Configuration“ button will be enabled and if the credentials are correct, you will see the success message:
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You can refresh the connection status by clicking the “Refresh status“ button.
If the credentials are incorrect, you will see the corresponding notification:
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You can also delete the connection by clicking the “Delete configuration” button after clicking the “Edit Configuration” and by confirming the deletion in the confirmation popup:
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After the connection is successful, you can start configuring the Asset search field by clicking “+Add Asset search field“ button and defining the parameters.
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After all the mandatory fields are filled, you can add another Assets field by clicking the “+Add another field“ button or click the enabled “Save Configuration“ button to save the field:
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After the successful creation of the request, the Asset custom field will be filled with the selected Assets object(s). You can view the selected Assets objects in the registered request and also view the details of the selected object by clicking the downward arrow along the object:
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If the “Copy to Summary” option is was selected, upon creating the request, the selected object names will be copied into the Summary, separated with commas:
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