Category Template

The Category Template allows IT admins to predefine metadata fields, default behaviours, and automation logic for various asset categories. It acts as a blueprint that ensures asset records are consistent, enriched with required fields, and easily mapped during asset onboarding or discovery.

It is used to:

• Apply default settings like location, ownership, and asset ID.

• Choose which field groups (like Procurement or OS details) should appear when creating assets.

• Simplify asset management through structured, pre-configured templates.

The template configuration is split into two tabs:

1. Basic Details

2. Fields

Basic Details

This section allows administrators to configure behavior-based options for the asset category.

Label	Action	Description / Example
Notify End Users on Asset Allocation	Click the toggle to enable	Sends a notification to the end user when an asset is allocated. User can Accept/Deny the asset.
Notify End Users on Asset De-allocation	Click the toggle to enable	Sends a notification to the end user when the asset is de-allocated.
Customize Asset ID	Click the toggle to enable	Allows customization of asset IDs as per customer-defined formats. Helps ensure traceability and compliance with internal tagging rules. Example: #ESOL-D-0038. Note: Common categories must include the "Customized Asset Id" field for this to work.
Select default asset location	Select from the dropdown list	Automatically assigns a default location when an asset of this category is created or discovered. Example: Head Office – Bengaluru.
Select default asset Owner/Technician	Select user(s) from dropdown	Assigns a default owner or technician to assets created under this category.

Once added, click on Next.

Fields

This tab allows you to define which metadata sections should appear when assets of this category are created or imported.

These fields correspond to the ones described under Asset Categories & Sub-Categories and are grouped as follows:

• Common Properties (e.g., Hostname, IP, Serial Number)

• Cost Properties (e.g., Book Value, Estimated Cost)

• Procurement Properties (e.g., Warranty, AMC details)

• Assignment (e.g., Owner, Requester, Allocation details)

• OS Properties (e.g., OS Name, Product Key, Version)

Admins can:

• Select or deselect which sections to include in the template.

• View or modify the fields inside each group by clicking Show Fields.

• Create Custom Fields to accommodate organization-specific needs.

• Once a template is configured, it automatically applies when creating assets under that category.

• Multiple templates can be created to match the structure of workstations, servers, SaaS tools, or custom asset types.

• Custom fields are fully supported for CSV imports and asset discovery.