1.19 Creating asset templates

Modified on Tue, 17 Dec, 2024 at 11:34 AM

With the help of asset templates we can store important information on the detail page of a building. Before we can use the templates, we first have to go to the teamsettings to create some.


To do this, navigate to the teamsettings and click on the tab 'Assets'. Click on the '+' button to create a new template.



In the creation model of the template we have a few things to fill in and choose from.


  1. Choose a name for your template. This will be used to distinguish your template on the building level and will also be shown as name in the overview.
  2. Choose a code/key name for your asset. This word/sentence cannot contain any spaces, in this case you can use underscores to link the words.
  3. Choose a type for your assetline. This can be:
    1. Checkbox
    2. Company
    3. Contact
    4. Value
    5. Date
    6. Document
    7. Email
    8. Number
    9. Phonenumber
    10. Text
  4. Choose whether this line is mandatory or not.


To delete a line from your template, simply press the trashcan icon on the right hand side.

Once your template is finished, press 'Save'. You will now be able to use this template on any of your buildings.


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