Asset Configuration

Version:
2020.2
Last modified: September 15, 2020

In the Asset Configuration section, you can create custom fields, assign custom fields to an asset type, and set a custom field value to an asset.

Asset Types

This section contains information about how to assign different types of custom fields to an asset in the Connect data catalog.

  1. Navigate to Administration.
  2. Go to Asset Configuration > Asset types.
  3. Select the required asset type you want to assign to the customer field by selecting Add custom field.
  4. Assign your custom field to the asset. You can assign multiple custom fields.
  5. Select Save.

Custom Fields

A custom field is an attribute assigned to an asset, such as a data source, workflow, or report. This attribute helps to specify what the asset is.

Some attributes can be applied to any asset and some are related only to a specific types of an asset. You can create a completely new attribute, assign it to a specific asset type, and set its value. Custom fields are stored in the Connect data catalog.

Types of Custom Fields

    There are several types of custom fields:

    • Picker: Similar to the Dropdown custom field, except that values are populated from the content based on a search query.
    • Dropdown: A pre-defined list of hard-coded values. You can define the values while you create the custom field.
    • Text field: Information that can be entered only as plain text.

       

      Create Custom Field

      To create a custom field:

      1. Navigate to Administration.
      2. Go to Asset Configuration > Custom Fields > Add Custom Field.
      3. The Custom field window displays. Specify the Name and Type of the custom field.
      4. Select either the Picker, Dropdown, or Text custom field type.

      Create Dropdown Custom Field

      1. Enter a Name for the custom field.
      2. Select Dropdown as the Type in the dropdown list.
      3. Optionally, specify if the custom field will be visible when empty, simply by checking the Visible when empty box.

      Create Picker Custom Field

      1. Enter a Name in the custom field.
      2. Choose Picker as the Type.
      3. Specify the Picker Query.
      4. Optionally, you can specify if the custom field will be visible when empty, simply by checking the Visible when empty box.
      5. You can also specify if the Picker custom field should have multiple selection (multiple items assigned to the asset) or if the field should be inline editable (assign a value to the custom field without editing the asset).
      6. Select Save.

      Create Text Custom Field

      1. Enter a Name for the custom field.
      2. Choose Text as the Type in the dropdown list.
      3. Optionally, you can specify if the custom field will be visible when empty, simply by checking the Visible when empty box.
      4. Select Save.
      Assign Custom Field to Asset Type

      This section contains information about how to assign different types of custom fields to an asset in the Connect data catalog. 

      1. Navigate to Administration.
      2. Go to Asset Configuration > Asset Types
      3. Pick the required Asset type (e.g. Report as in the sample below) you want to assign the custom field to by selecting the Add custom field... section.  
      4. Assign your custom field to the asset type. You can assign multiple custom fields.
      5. Select Save
      Set Custom Field Value to Asset

      This section contains information about how to set a custom field value to an asset. 

      Prerequisite

      The given asset type already has a custom field assigned.

      1. Go to the page of the asset type you want to assign the custom field to. 
      2. Select the asset you want to update with the custom field value.
      3. Select Edit.
      4. Go to the Additional Fields section and set the values to the given asset.
        • To set a value for the Text and Dropdown custom fields without selecting Edit, check the Visible when empty box while creating the custom field. See Create Text Custom Field and Create Dropdown Custom Field.
        • To set a value for the Picker custom field without selecting Edit, check the Inline is editable? box and Visible when empty box while creating the custom field. See Create Picker Custom Field.
        • You can choose multiple items for the Picker type if the Multiple selection box is checked while creating the custom field. See Create Picker Custom Field.
        • You can choose only one option for the Dropdown type.                      
      5. Select Save.
      Searching by Custom Field

      This section contains information about how to search by the custom field. 

      1. Select the Search bar. Choose Advanced Search
      2. Use the Field selector to search by the custom field and specify your request. 
      3. You will see the search result(s) instantly.

      For more information how to use and configure custom fields, please see the Community article How To: Use Custom Fields in Connect

      Was This Helpful?

      Running into problems or issues with your Alteryx product? Visit the Alteryx Community or contact support.