Linked Assets

The Linked Assets tab provides the ability to manage linked assets.

Available operations:

• View assets linked to the asset
  • Separate tabs will be available for each asset type linked to the asset
  • Columns available depend on what is defined for each asset type
• View the properties of linked assets by clicking the hyperlink of the Name field
• Edit linked assets by selecting an asset (row) and clicking the Edit Asset button on the toolbar
• Edit linked assets in bulk by clicking the Bulk Edit button on the toolbar
• Apply advanced search criteria to the view by clicking the Advanced Search button on the toolbar
• Link assets to the asset
• Unlink assets from the asset by selecting one or more assets (rows) and clicking the Unlink Assets button on the toolbar
  • Select all assets (rows) on the page by clicking the Select All button on the toolbar
• Unlink all assets of a specific asset type from the asset
• Assign linked assets to a wave
  • Select all assets (rows) on the page by clicking the Select All button on the toolbar
• You can also change the number of visible rows in the table, set column visibility, export to CSV or Excel, refresh the table and search for text

Edit Assets

From the Linked Assets tab, you can edit the properties of the asset. To edit:

1. Select an asset (row) to edit
   
2. Click the Edit Asset button on the toolbar to bring up the Edit Asset dialog
   
   1. The edit button is grayed out unless an asset (row) is selected
      
      
   2. The edit function is only available to users in the Administrator and Regular User security groups
3. Edit the properties of the asset
   
   1. Name – Name of the asset (required)
   2. Asset Specific Columns – Columns specific to the asset type
      NOTE: Lookups with a large number of items will be converted from a normal drop down menu to a dialog.
4. Click the Update button when finished to update the asset. Click the Close button to cancel the operation.

Bulk Edit

Link Assets

From the Linked Assets tab, you can link assets to the asset. To link:

1. Click the Link Assets button to bring up the Link Assets to Asset dialog
   
   1. The link function is only available to users in the Administrator and Regular User security groups
2. Select the asset type that you want to add from the Asset Type Filter drop down, select assets from the Link Assets drop down and then click the Link button. Click the Close button to cancel the operation.
   

Unlink Assets

From the Linked Assets tab, you can unlink assets from the asset. To unlink:

1. Select one or more assets (rows) to unlink
   
2. Click the Unlink Assets button on the toolbar
   
   1. The unlink button is grayed out unless an asset (row) is selected
      
      
   2. The unlink function is only available to users in the Administrator and Regular User security groups
3. Click the Unlink button to confirm the unlink operation. Click the Cancel button to cancel the operation.
   

Unlink Assets by Asset Type

From the Linked Assets tab, you can unlink assets by asset type from the asset. To unlink:

1. Click the Unlink by Asset Type button to bring up the Unlink all Assets from Asset by Asset Type dialog
   
   1. The unlink function is only available to users in the Administrator and Regular User security groups
2. Select the asset type that you want to unlink from the Asset Type Filter drop down and then click the Unlink button. Click the Close button to cancel the operation.
   

Assign Linked Assets to Wave

From the Linked Assets tab, you can assign assets to a wave. To assign:

1. Select one or more assets (rows) to assign to a wave
   
2. Click the Assign Assets to Wave button on the toolbar to bring up the Assign Assets to Wave dialog
   
   1. The assign button is grayed out unless an asset (row) is selected
      
      
   2. The assign function is only available to users in the Administrator and Regular User security groups
3. Select the waves that you want to assign to from the Waves drop down and then click the Assign button. Click the Close button to cancel the operation.