Grouping Asset Objects for Selection in the Multi-Select Asset Custom Field

Summary

In a multi-select Assets custom field, there may be a use case where we need to update multiple Assets objects based on specific criteria. For example, during an upgrade or downtime, we may need to select all the hosts in the production environment. In such scenarios, instead of searching for each object, we can use the approach mentioned in this article to select all the associated objects at once.

Scenario

In this use case, we have an Assets Schema named "Insight" with the "Laptops" Object Type. This Object Type encompasses laptops from different environments, such as Production, Staging, and Development.

When submitting a request through the customer portal, users are required to manually search for and select each object since there is no functionality available to choose objects based on specific criteria. In the following illustration, the objects "Prod-1" and "Prod-2" are chosen one by one.

Solution

To select multiple objects simultaneously, we will utilize Automation as outlined below:

1. Create objects based on the specified criteria. For this particular scenario, three objects were created: All Production Laptops, All Staging Laptops, All Development Laptops.

   

2. Subsequently, Create an Automation rule to verify the values and include multiple Assets Objects in the Multi-Select Assets Custom field based on the criteria.                                                                           

   

3. In this scenario, we verify if the custom field contains the value "All Production Laptops". Upon successful validation, we update the Custom field with all objects having the "Production" value for the Environment attribute. 

4. Likewise, additional components can be created for Staging and Development.

5. Upon rule creation, selecting "All Production Laptops" when submitting requests will prompt the Automation Rule to automatically update the request with all associated Assets objects.