Offboarding / Termination Template include Employee Assets

 
Author
Message
SysAider
1
 
I'm creating an Offboarding template for HR to fill out. One of the items that was brought up is they would like to see all of the assigned assets to the user.

I created a Relational field for Employees that HR can use to select the person who will be offboarding.

Is it possible to also have all of the Assets of the user in the 'Employee' field shown in the SR?
SysAid Product Manager Community Manager
311
 
Hi jordanmclark!
This is from a while ago but is a great question (!) so will dive right in
Option #1 - Add main Asset field to SR template
In SR template make sure "Main Asset" field is added and then when user reviews ticket they can click on 3 dots of Main Asset > Show details, it will open another window with the main Asset associated information.


Option #2 - Add tab to user details with all assets
In SR click on 3 dots next to "Request user" > Show Details > open new window


> top right click triangle icon "Design form"


Define new tab and choose relevant field to be displayed in tab (in this case "Assets") don't forget to save


And now when opening "Show Details" of user the additional tab will be there and any assests associated to user will be displayed there


Let us know what you did in the end!
Cheers,
Maayan

jordanmclark wrote:I'm creating an Offboarding template for HR to fill out. One of the items that was brought up is they would like to see all of the assigned assets to the user.

I created a Relational field for Employees that HR can use to select the person who will be offboarding.

Is it possible to also have all of the Assets of the user in the 'Employee' field shown in the SR?