Asset Management Template
Service Apps : Autumn 2020 - Build 2020.2.122.2+
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Update Latest major version: Autumn 2020 Find out more
- New name (previously known as Asset Manager Template)
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- Multiple languages supported.
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- Integrated Page Display pack containing the Embedded Page and Sidebar widgets, as well as the Header Page, Footer Page and Background Page functionalities.
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Fix Autumn 2020 - Build 2020.2.124.2
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- Embedded version of the main page used to implement the template on the Service Manager Home page (0_Home_Embedded page).
- It is possible to create new assets.
This template belongs to the Micro Apps category in Service Apps templates. This enables you to view information on equipment in the IT infrastructure quickly and to perform simple management tasks, such as creating incidents, moving equipment, etc.
It is shipped in a unique version that is:
- Responsive: Automatic scaling of the app based on the device used, e.g. workstation, smartphone, tablet, etc.
- Multilingual: The six main languages managed by Service Manager are supported in the standard version.
List of functionalities
Functionalities | Notes | |
---|---|---|
Home page
|
||
Equipment details
|
|
Procedure: How to create an app using this template
ProcedureStep1_CreatingApp
Step 1: Creating the app in Service Apps
1. Click Create App in the App Gallery toolbar.
The template library will appear.
2. Select the template you want.
- A new app will automatically be created using the template.
- It will appear in the Design pane.
Step 2.a: Importing the template theme to Service Apps.
1. Download the file below to your workstation.
ProcedureStep2_ImportingAppTheme
2. Import the file to Service Apps by clicking Import in the App Gallery toolbar.
3. Check that the theme is a public theme in the Service Apps theme editor:
- Click
Theme Design in the App Gallery toolbar.
- Click
to select the theme.
- Click
to display the general properties.
- In the Published property, select Published
.
- Click OK.
4. (Optional) Modify the theme in line with the style guide of your company.
5. Click to save the theme.
Step 2.b: Importing reports to Service Manager
1. Download the files below to your computer.
NoteParentQueriesNotIncludedInReports
- APPS – Supplier List
- APPS – Asset List
- APPS – User List
- APPS – Asset Document
- APPS – Asset Supplier
2. Import the downloaded files to Service Manager by selecting Administration > Import/Export > Import in the menu.
Step 2.c: Set up the functionality for creating an asset
1. Download the files below to your workstation.
: APPS_ASSET_Creation
: [APPS] Asset_Management: Creation
2. Go to Service Manager.
- Import the downloaded files by selecting Administration > Import/Export > Import in the menu.
The questionnaire called APPS_ASSET_Creation will automatically be associated with the workflow [APPS] Asset_Management: Creation.
- Associate the workflow with an entry in the Service Request Catalog.
- Select References > Catalogs > Service Request Catalog in the menu.
Create a new entry in the catalog. - Select the workflow called [APPS] Asset_Management: Creation you just imported.
- Click Save to save the changes made.
- Select References > Catalogs > Service Request Catalog in the menu.
3. Go to the Service Apps App Gallery.
- Click
in the app toolbar to open the Asset Management template in edit mode.
- Configure the asset creation button.
- Select the Apps - Pages 1.0_Home_Embedded page from the drop-down list
.
- Select the Creation_Button -S widget.
- Click
in the HTML Code property to open the text editor.
The text editor will appear.
- Click the #[TRANSLATION.create_material]# instruction and then click
.
The Properties window for defining the asset creation button will appear.
- Select the Service Request Catalog entry you created earlier in the Service field.
- Click OK to save the changes made.
- Click OK to close the text editor.
- Select the Apps - Pages 1.0_Home_Embedded page from the drop-down list
The asset creation button will be available in the Asset Management app.
2. Import the downloaded files to Service Manager by selecting Administration > Import/Export > Import in the menu.
ProcedureStep3_FinalizingApp
Step 3: Finalizing the creation of the new app
1. Click to display the general properties of the app.
- You can rename the app.
- You can select the image associated with the app from the App Gallery in the Apps Icon tab.
- You can select the icon to be displayed in the tab bar of the Web browser or as a shortcut on the Desktop in the Favicon tab.
- You can modify the default theme.
2. Click to make the required translations in the Objects pane.
See the multilingual management of the apps.
3. Distribute the new app to users.
- Assign access rights to the relevant users or teams.
- Create the shortcut pointing to your app.
- Click
to send the shortcut to users.
List of files to download
- (Oxygen)
- Set up the functionality for creating an asset: