Field Configuration
Fields organize and store data within each module, capturing information like an asset's name, serial number, or key details. Each field represents a specific piece of data that Asset Panda collects. Compared to Categories, fields directly in a collection should reflect data collected universally for assets.
Various field types exist and fields can differ between modules. A new field should be created to gather new or different data. Fields are also visible on the listing screen for quick reference of your assets.
Field Types
Asset Panda provides several options for setting up Fields within your collections. The table below shows the Field type that best fits your workflow.
Address
Stores physical addresses.
Attachment
Supports uploading files to a record for reference. You can add the following files as attachments to records:
Images: (jpg, jpeg, gif, png, heic, heif, webp, avif)
Documents: (doc, docx, pdf, xls, xlsx, txt, zip, csv)
Videos: (mp4, qt, asx, mov, swf, asf, wmv, swt, 3gp, mn, viv, 3g2, mpg, vivo, dvx, vob, mpeg, fly)
Audio: (mp3, wav, wma, ogg, aac, 3gp ,m4a)
Barcode
Captures barcode data and can be used for scanning items or assets via barcode readers or mobile devices.
It is recommended that your unique identification for the asset is set to a Barcode field for using the Audit feature and improved performance of the scanner.
Currency
Converts numbers into your default currency symbol with two decimal places. Currency fields can be summed in reports and included in numeric calculations.
Date & Time
Prompts users to select both date and time, capturing them in a single field. Useful for tracking specific timestamps.
Displays text as an email link.
Formula
Performs calculations using data from other fields, enabling dynamic content creation. You can choose from various formula types:
Text Combination: This option combines text from multiple fields into a single output, facilitating easy data aggregation and reporting. This formula type now allows users to manually enter field names, offering greater control over how text is structured.
Math: This option performs arithmetic operations, such as addition, subtraction, multiplication, and division, using values from selected numeric and currency fields. This is particularly useful for calculations like totals, averages, or any derived metrics. This type also supports manual field entry, enabling users to define custom calculations like totals, averages, and other derived metrics.
Duration: This option calculates time intervals based on selected time-related fields. It is beneficial for tracking durations, such as project timelines or service periods.
GPS Coordinates
Captures latitude and longitude values allowing you to track asset locations or user activities.
Default Latitude: This field represents the north-south position of a location, measured in degrees. It typically features a numeric value that can range from -90° (South Pole) to +90° (North Pole). Latitude values can be derived from GPS-enabled devices or mapping services, providing precise location data for the asset.
Default Longitude: This field indicates the east-west position of a location, also measured in degrees. Longitude values range from -180° to +180°, helping to pinpoint a location's position relative to the Prime Meridian. Like latitude, longitude values are sourced from GPS technology or mapping platforms, ensuring accurate geographic representation.
IP Address
Stores IP addresses for tracking devices or troubleshooting network-related issues.
Long Text
Provides a space for more extended text entries when more details are required. There is no character limit.
Multiple Select List
Allows users to select multiple options from a predefined list of values, useful for assigning multiple attributes to a record. Users can also apply color coding to each field to make selections easier to identify on the listing page and record details.
Numeric
Accepts numbers only. This field can be used in numeric calculations and to provide sums in reports.
Numeric Auto Increment
Automatically generates a sequential number when a new record is created, useful for assigning unique IDs or tracking record counts.
Percent
Captures percentage values and formats them as a percentage. Can be included in calculations and reports.
Phone Number
Configures value into a phone number format and hyperlinks from mobile app.
Signature
Displays a signature panel for capturing digital signatures, often used for approvals or confirmations.
Single Select List
Provides a drop-down list where users can select a single value from predefined options, ideal for categorization. Users can also apply color coding to each field to make selections easier to identify on the listing page and record details.
URL
Displays a URL (web address) as a clickable link for quick access to external sites.
Adding New Fields
From the left navigation pane, select the account and the module.
You can add a field to a collection in two ways:
Scroll to the extreme right of the fields and click Add icon
Hover the cursor on any field and click the Add icon, and then either click Add Field to the Right or Add Field to the Left.
Showing & Hiding Fields
The Show and Hide Fields feature enables you to decide fields you see in your collections, enhancing data management and allowing teams to focus on the most relevant or important fields of data. With Show All/Hide All options, you can quickly toggle all fields or adjust individual fields based on their specific needs. This flexibility streamlines the data view, ensuring access to critical fields like ID, Date Added, Last Updated, Added By, and Address.
To show or hide fields:
On the left navigation pane, click the Settings icon, and click Account Management.
Click on an account and select a module.
Click on any of the collections (e.g., Assets, Location, people, categories). All records available to the selected collection appear.
Click the Manage fields icon, and a list of fields is displayed.
"Pull From" Fields
The Pull from Another Collection field type enables you to reuse data across collections to provide additional supporting context from other collections, ensuring uniformity and reducing redundancy. For example, if an asset is assigned to a person, the “Assigned To” field can be populated with a list of names built from the People collection data. To pull data from other collections
On the left navigation pane, click the Settings icon, and click Account Management.
Click on an account and select a module.
Click on any collection (e.g., Assets, Location, People, Categories). All records from the selected collection appear.
You can add a field to a category in two ways:
Scroll to the extreme right of the fields and click the add icon.
Hover the cursor on any field and click the ellipse icon, and then either click Add Field to right or Add Field to Left.
Enter the following information:
Field Name: The field's name
Turn on the Pull from Another Collection toggle.
Open the Collection dropdown and select the source collection.
Select the Filter list options checkbox if filters are required.
Choose a field from Fields in above collection, select an operator (e.g., "is on or after"), and provide a value.
Specify the field name for the data in the collection fields pulled.
Select the Primary Field to display in the collection fields pulled to. Choose a field that serves as a key identifier for the collection.
Add additional fields using the Add Field option:
Click Add Field to include additional fields from the collection fields pulled from.
Use the dropdown menu to select the desired field (e.g., "address," "ID," or "Date added").
Assign a New Field Name for each field to define how it will appear in the listing page.
Use the trash icon to remove fields that are not needed.
Configure field properties such as:
Select Set as required to ensure the field must be filled before saving the record.
Select Set as unique field to prevent duplicate values across records.
Select Set as read-only field to lock the field after the initial value is set.
Select Add helper text to provide additional instructions or context for the field.
Click Save to finalize the settings and include the data in the current collection.
Warning: You cannot modify saved fields after pulling fields from another collection. To make changes, the Pulled From field must be deleted and configured again. An added field cannot be deleted individually.
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