Automation
Custom Actions
Custom actions refer to user-defined actions that can be performed on different entities across modules. For a custom action to be performed on an entity, it should be used with automation rules. Custom Actions Availability across modules Assets CMDB ...
Schedules
You can automate periodic execution of custom functions using Schedules. Custom functions are programs that allow users to manipulate data within AssetExplorer Cloud and other external applications. You can associate one or more schedules with each ...
Triggers
Triggers execute automated actions when specific events occur in the asset desk. Using triggers, you can execute customized email notifications or condition-based actions across modules and in third-party applications. Triggers enable you to ...
Life Cycles
A life cycle is a sequence of stages an asset goes through from acquisition to disposal. Under Setup > Automation > Life Cycle, you can automate the asset life cycle by defining the asset states and the conditions for each. The life cycle configured ...
Workflows
Workflow is an automation that admins can configure to ensure a smooth and systematic closure of assets. Admins can configure workflows from Setup > Automation > Workflows. Benefits of Using Workflows Define the workflow process for assets. Pause the ...
Asset Auto Assign
AssetExplorer Cloud allows you to automatically assign users to assets based on the last login information from one of the following scanning methods: Domain scan Network scan SCCM scan Manual scan Agent scan via Endpoint Central Asset Auto Assign is ...
Closure Rules
Admins can configure closure rules for purchase orders. Purchase order closing rules can be used to select the mandatory fields to be filled in by technicians while closing the purchase order (PO). Go to Setup > Automation > Closure Rules. Enable the ...
Notification Rules
Notification Rules allow you to specify conditions when an event must be alerted to users. You can configure and send notifications to users on key events that occur across modules such as Asset, CMDB, Purchase, and Contract. You can also configure ...