Create Asset Group

Create Asset Group

  1. Go to Assets and click Groups on the left pane.
  2. Click + Add New Group.
  3. In the Create Group form,
  1. Give the group a name. This is mandatory.
  2. Describe the group.
  3. Select the group type: static or dynamic.
  4. Click Save.

Add Assets to Groups  

 Static Group 

In the Pick Assets to Add section,
  1. Select the assets to be added to the group using check boxes. You can use the filters to list assets only or assets and components. You can also filter the assets based on asset state.
  2. Click Add.
 
In the Assets in group section, you can remove the assets selected for the group.
  1. Select the required assets using check boxes.
  2. Click Remove.
Alternatively, you can add assets to a static group from the assets list view.  
  1. Select the required assets in the assets list view using check boxes.
  2. Click Actions > Add to Group.
  3. Select the required static group and click Save.

Dynamic Group   

In the Dynamic Group's Criteria section, define criteria to add assets matching that criteria to the group. You can define more than one criteria.
  1. Select a criteria and condition from the drop-downs and click Choose.
  2. Choose the required items from the list and click OK.
  3. If you have defined more than one criteria, use the radio buttons to define if assets should match all or any of the criteria.
  4. Click Save & View Group.
 
You can view the assets under the Assets in group section.
You cannot remove assets from a dynamic group. However, you can edit the asset criteria.
For dynamic groups, if you set Department as a criteria, the departments will be listed along with the associated sites. For example, if there are two departments with the same name Administration in two different sites, such as London and Paris, the department names will be displayed as follows: London, Administration; Paris, Administration. 

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