Asset Layouts

Create and manage global asset layout templates for infrastructure tracking.

Asset layouts are the templates that define the fields on your asset records. This guide walks through creating, configuring, and managing layouts.

Creating a Layout

  1. Navigate to Admin → Layouts (requires SUPER_ADMIN role)
  2. Click New Layout
  3. Enter a name (e.g. "Server", "Workstation", "Software License")
  4. Click Create

The layout is now available to all tenants in the asset creation picker.

Adding Fields

With the layout open in the builder:

  1. Click Add Field
  2. Choose a field type from the dropdown (see Field Types)
  3. Enter a label (the name shown on the asset form)
  4. Configure field-specific options (see below)
  5. Click Save

Repeat for each field you want on the layout.

Configuring Field Options

For all fields

Option Description
Label The display name for the field
Primary Highlight this field in list and table views
Show in table Whether this field appears as a column in the asset list
Visible to clients Whether this field appears in the client portal

For DATE and DATETIME fields

Option Description
Expiry tracking Enable to include this field in the expiration dashboard

For DROPDOWN fields

Option Description
Options The list of selectable values
Allow "Other…" Enable a free-text escape hatch for one-off values

For MULTISELECT fields

Option Description
Options The list of selectable values (drag-and-drop to reorder)

Reordering Fields

Drag any field by its handle to change its position in the layout. The order in the builder matches the order shown on asset forms and detail pages.

Fields can be grouped into named sidebar sections with custom positioning. This is useful for long layouts where related fields should be visually grouped.

Renaming a Layout

From the layout list:

  1. Click the menu next to the layout
  2. Select Rename
  3. Enter the new name and confirm

Existing assets are not affected — they continue to reference the layout by ID, and the new name appears on their detail pages immediately.

Archiving a Layout

Archiving hides the layout from the asset creation picker while preserving all existing asset records.

  1. Click the menu next to the layout
  2. Select Archive
  3. If assets exist using this layout, a warning is shown. Confirm to proceed.

Archived layouts are viewable from the Archived tab. Existing assets that reference an archived layout remain fully accessible.

Example Layouts

Server

Field Type Options
Hostname TEXT Primary
IP Address IP_ADDRESS Show in table
Operating System DROPDOWN Windows Server, Ubuntu, Debian, Rocky, …
CPU TEXT
RAM (GB) NUMBER
Warranty Expires DATE Expiry tracking enabled
Notes RICH_TEXT

Software License

Field Type Options
Product Name TEXT Primary
Vendor TEXT Show in table
Seat Count NUMBER
License Key TEXT
Renewal Date DATE Expiry tracking enabled
Purchase Order TEXT
Notes TEXTAREA