Create group

1. Go to Assets and select Groups from the left pane.
   
2. Click beside Manage Groups. Alternatively, you can select Manage Groups and click Add New Group on the page displayed.
   
3. Enter a unique group name. This is mandatory.
   
4. Describe the group objective or details.
   
5. Select the group type - static or dynamic.
   
6. Click Save.
   

1. Depending on the group type, configure the relevant fields:
   

Static group

Dynamic group

Select the assets to add into the static group. Use the filter to view and select assets/asset components. You can also filter the assets displayed based on asset state. Click Add.

Define the criteria and condition to be checked using the relevant drop-down menus. Click Choose. Select the condition values based on the selected criteria. Click OK. You can define multiple criteria using the drop-down menus. Select one of the logical operators to be applied if multiple criteria is configured: Match ALL of the following (AND) - Asset will be added to the group only if all the criteria is satisfied. Match ANY of the following (OR) - Asset will be added to the group if any one of the criteria is satisfied. Click Save & View Group.

 

Screenshot for Static Groups:

Screenshot for Dynamic Groups:

You can also create groups from the asset summary page or Quick Actions  on the application header.

• Related Articles

• Create Business Views

  Create a Business View from CMDB landing page: In list view or cards view, click New Business View. Select a base CI from the combo box. The business view window opens up where you can configure relationships with other CIs. Existing relationships ...

• Create a New Contract

  Go to Contracts tab and click New Contract. Alternatively, you can create a contract by using Quick Actions menu on the application header. Step 1: Specify the contract details Provide a unique name to your contract. (Character limit: 100) If your ...

• Create Loan

  In the Assets tab, go to Asset Loan section on the left pane. Select Loan Registry and click New Loan. Select the assets to be loaned by using one of the options below. Details of selected assets will be displayed on the right pane. Scan asset's ...

• Create a New Role

  Role Required: SDAdmin Go to Admin > Organizational Details > Roles. Click Add New Role to go to the relevant form. Now, provide necessary details and configure access permissions as required. Field Explanation Role Name* Provide a name. Description ...

• Add CI to Asset Groups

  Organize CIs in groups based on various properties. You can add CIs to static groups from the list view. On the CI list view, select the preferred CIs. Go to Actions > Add To Group on the toolbar. Select an existing static group to which the CIs must ...