Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

...

Go to “General Settings / Assets search” to configure connection with Assets:

...

Click the “Configure now” button and fill in the Email and API Token fields:

...

When fill both fields in, the “Save Configuration“ button will be enabled and if the credentials are correct, you will see the success message:

...

You can refresh the connection status by clicking the “Refresh status“ button.

If the credentials are incorrect, you will see the corresponding notification:

...

When the connection is successful, you can go to the “Assets Search” in the left sidebar to configure the Asset search field.

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:

...

Asset search configuration

...

After the connection is successful, you can start configuring the Asset search field by clicking “+Add Asset search field“ button and defining the parameters.

...

After all the mandatory fields are filled, click the enabled “Save Configuration“ button.

Assets search on the Customer Portal

...