![]() ![]() ![]() |
You can define additional fields for particular product type that needs to appear in the new resource form apart from the pre-set fields in the form. You can add text fields, numeric fields, date type fields and Meter Reading fields in the form.
In FacilitiesDesk a product is classified as, Product Category -> Product Type -> Product -> Resource.
Product Category: High level categorization of the product such as Appliances, Telecom, Electrical and so on,
Product Type: This is a second level categorization of the product such as, Coffee Vending Machines, Water Dispenser and so on. They can be categorized under the product category Appliances.
Product: This is a third level categorization of the product such as, Nescafe vending machines, Aquaguard water dispenser and so on. Nescafe vending machines can be categorized under Coffee vending machines and Aquaguard water dispenser can be categorized under Water dispensers.
Resource: Each product purchased in an organization will be specified in FacilitiesDesk as a resource. Once you classify product category, type and product you have to save the product as resource using New Resource form.
In the new resource form once you specify the Product Name the additional fields created for the particular product type is displayed in the form.
Click the Admin tab in the header pane.
In the Resource Management
block, select Product Type-Additional
Fields icon . The Product
Type-Additional Fields page opens.
Adding Resource Additional fields
Select the Product Type for which you wish to add the additional field from the combo box. This is mandatory field. If the selected product type is an asset then a Meter Reading tab appears along with text, numeric and date/time.
To add the text fields, enter the field name in the Label text field. Specify any relevant information about the field in the Description text box.
You can choose the type of text field to add by selecting the radio buttons.
Single-line text field: Allows you to add just a text field in the new resource form.
Multi-line text field: Allows you to add a text box where a lengthy description can be added in the new resource form.
Pick List: Allows you to add a combo box in the new resource form. Contents of the combo box can be added by specifying it in the text field and adding it to the list. This gives you an option to select from the list.
In all the three cases, you can add default values for the text field in the space provided for the same. To add items for the pick list, enter the value in the text field and click Add Item. To delete a value, select the value and click Delete button.
To add numeric fields, click the Numeric tab and then enter the label name in the form fields provided for the same.
To add date/time fields, click the Date/Time tab and enter the required details.
If the product type selected is an asset then, the Meter Reading tab appears. Click the Meter Reading tab,
Enter the Label name, say Reading of Power in the given field.
Give a brief description on the reading in the Description text field. For ex, a meter reading for the amount of power consumed.
Select the Meter Type say, running or total from the combo box. If you want the reading as a summation of values then select the meter type as Total. For ex, if a coffee vending machine utilises 20 liters of milk per day then, the amount of milk consumed at the end of the month is a total of the amount utilised every day. Running gives the total value of a reading say, value of the power consumed every month.
Give the Unit of the reading, say for power its Watt.
Select the Task Schedule by enabling the radio button. For ex, You want to determine the amount of power consumed every month in an organization. Then enable the radio button beside Monthly and select the date from the comb box.
Click Save. A message for successful creation of the fields is displayed.
Deleting Additional Fields
To delete the additional field, instead of adding the label name, delete the label name you wish to remove from the fields of the new resource form and click Save. The respective field is removed from the new resource form.
![]() ![]() ![]() |