Configuring the User Interface › Page Configuration by Asset Families and Legal Templates

Page Configuration by Asset Families and Legal Templates

For most objects, you configure the user interface, save the configuration, and all users in the role that is assigned to the selected configuration see the page that way. No additional configuration options are available. For certain objects (assets, models, and legal documents) you can provide a more specific configuration by selecting a particular asset family or legal template, or all asset families or legal templates.

You can manage pages in the following ways:

• Configure the model or asset page by asset family.
• Configure the legal document page by legal template.

Example: Configure for a Hardware and Software Asset

• (Hardware Asset) Configure the page for assets by moving important fields (asset name, model name, quantity, serial number, operating system, purchase order number, and service status) to the top of the page and making the fields required. In addition, remove the Host Name field. When you save the configuration, select the asset family Hardware. As a result, when users assigned to the configuration enter a hardware asset, they see the page as you have configured it.
• (Software Asset) Configure the page for assets by moving important fields (asset name, model name, quantity, serial number, department, cost center, and purchase order number) to the top of the page and making the fields required. In addition, remove the Service Status and Service Status Date fields. When you save the configuration, select the asset family Software. As a result, when users assigned to the configuration enter a software asset, they see the page as you have configured it.

Example: Configure Across All Asset Families

Configure the page for assets in all asset families by making the Requisition ID and Purchase Order ID fields read only for all users except the asset fulfiller. The asset fulfiller can edit these two fields. To achieve this result, you create two configurations:

1. A global configuration that makes the Requisition ID and Purchase Order ID fields read only. Select Across all families for this configuration so that the fields are read only on the Asset page for all asset families. This global configuration applies to all users.
2. A local configuration that allows users to edit the Requisition ID and Purchase Order ID fields. Select Across all families for this configuration, also, so that the fields can be edited on the Asset page for all asset families. This local configuration is assigned to users in the asset fulfiller role.

As a result, users who are not asset fulfillers cannot edit the Requisition ID and Purchase Order ID fields on the Asset page for any asset family. However, users in the asset fulfiller role can edit the two fields on the Asset page for all asset families.

Example: Configure for a Confidentiality Agreement

Configure the page for legal documents by moving important fields (Document Identifier, Effective Date, Termination Date, and Negotiator) to the top of the page and making the fields required. In addition, remove the Status and Status Date fields. When you save the configuration, select the legal template Confidentiality Agreement. As a result, when users assigned to the configuration enter a confidentiality agreement, they see the page as you have configured it.