Managing Asset Category in Asset Infinity

Managing Asset Category in Asset Infinity

Managing The Category Grid

Users can view, edit, or delete the categories created in the application. The list can be exported to excel as well. 

View a Category-

A user can view a Category by clicking the View icon of a Category. As the User clicks the View icon, Add Category form/window opens populating the details of the created Category in all the fields.




















Edit a Category

A user can edit a single Category or multiple categories in the Category Grid. To edit a single category, click on the edit icon of that Category. As the user clicks the edit icon of the Category, Add Category form opens populating the details of the Category. A user can edit the details and click Update button.



We can also edit multiple categories by selecting multiple categories and clicking the Edit button at the top of the grid. A user can update the details in the excel editor that opens and click the Save button to save the changes.






Delete a Category

A user can select a single Category or multiple categories at one go. To delete a single Category, user can click the delete icon of the Category and click the Yes button on the pop up that opens. Users cannot delete a Category if it is already in use i.e. there are existing assets added under that Category.



To delete multiple categories, user can select multiple categories and click the Delete button on the top of the grid. Click the Yes button on the pop up that opens.





Manage Grid Settings

A user can also manage the grid and decide what all columns to be displayed in the grid by using the Grid Settings option present next to the Refresh button. Over here he can drag and drop the field to change the sequence of the columns in the grid and can hide the column as well by checking/ unchecking the check box available before the column’s name. Besides, we can create a pivot table.


As the user clicks the Grid Settings button as shown in the image below (in red rectangle), the default section opens displaying the list of all columns/ fields that will be displayed in the Grid showing the List of Categories. A user can check or uncheck the boxes to display or hide fields respectively.

 

 




As the user sets the Pivot Mode toggle On, all the columns or fields in the grid disappears and will get added one by one as the user checks the checkboxes.



















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