Available On: Business Plus
Asset Custom Fields in UpKeep offer a flexible way to tailor the information you track for your assets, aligning it with your organization's specific needs. These custom fields are essential for filtering, exporting, and generating detailed reports on your assets, helping you manage and analyze asset data more efficiently. 🛠️📊📋
Creating an Asset Custom Field
Navigate to Settings in the lower left-hand corner of your account
Click the “fields” tab at the top of this page
Select “assets” note this is the only option at this time
You will see a list of fields. Click the “create” button
From here you will be able to choose what field type you want and give it a title!
When done hit save
You should now see this field in the list.
It will also now show on the Assets pages list as a column for viewing, and you will be able to view the field on the assets themselves.
How to edit an asset custom field
Click Settings in the bottom left corner of your account
Click the “Fields” tab at top of the page
Click “Assets”
Select the existing field from the list
Make edits and when done click save
⚠️Editing custom fields will apply the changes across all assets
Changes can now be seen on the filters, columns and assets themselves under the asset page.
How To Delete An Asset Custom Field
🚫⚠️Warning: Deleting is permanent! Be cautious when removing items as this action cannot be undone. 🚫⚠️
🚫⚠️Deleted Fields would remove that data point from all assets. 🚫⚠️
Click Settings in the bottom left corner of your account
Click the “Fields” tab at top of the page
Click "Assets”
Find the field you want to remove, move your cursor to the end and click the delete option.
