# 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.

{% hint style="success" %} Once added, click on Next. {% endhint %} ## **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](https://docs.infraon.io/infraon-help/infinity-user-guide/asset/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. {% hint style="info" %} * 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. {% endhint %}