Configure Default Fields

To ensure data consistency, you can define the list of options for standard dropdown fields.

1. In the Default Fields tab.
   You can manage options for the following fields:

   • Attachment Type: Categorize the type of document associated with the asset, such as manuals or certificates.

   • Naming Standard: Define and configure a naming standard to automatically generate standardized Asset IDs.

2. Click the Arrow icon next to Attachment Type to view and modify options for that field.

3. Click Edit.

4. Modify the options for the Attachment Type as necessary:

   • To rename an option, click into the Name field and make your changes.

   • Select or deselect the Active checkbox to activate or deactivate the attachment type.

   • To add an option, click Add Option.

   • To delete an option, click the Delete icon.

5. When you're ready to save the changes, click Save.

6. Click the Arrow icon next to Naming Standard to create a naming standard.

7. Click Create.

8. Modify or create options for the Naming Standard as necessary:

   • Click the X icon to delete the Asset Field.

   • Click the Add icon to add or remove default fields to define your naming standard in the Select Fields screen. Click Save Changes.

   • Click Configure Field Values to manage fallback values and formatting rules to ensure your Asset IDs generate consistently. Click Save Changes.

   • Select the Separator value from the dropdown list.

9. A Preview displays an example of how your asset will be named based on your choices.

10. When you're ready to save the changes, click Save.