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Adding Additional Fields to Assets

Customize your workflow by adding custom fields to your assets in Shelf.

Configuring Custom Fields for Assets

  • Go to Settings
  • Navigate to the Custom fields tab
  • Click Add custom field
  • Fill a name for the field
  • Choose a field type
  • Specify if the field is required or optional
  • Specify if the field is active (Deactivating a field will no longer show it on the asset form and page)
  • Fill a Help text (This text will function as a help text that is visible when filling the field)

Custom Fields settings page

What Active and Inactive Do to Your Asset Index Column

A custom field is not only a box on the asset form. An active field also gets its own column on the advanced asset index, and Shelf keeps the two in step for you:

  • Creating an active field adds its column for everyone in the workspace, switched on, so nobody has to go and find it.
  • Deactivating a field takes the column away again, from every member's index rather than only from yours.
  • Reactivating it brings the column back. If your own copy of the column was still there, your visibility and position choices are kept: reactivating is not a reason to reset where you put it.
  • Renaming a field renames the column and leaves it exactly where you had it.

Creating a field as inactive gives it no column at all until you activate it.

Using Custom Fields

Using Custom Fields for a New Asset

Custom fields on an asset detail page

  1. Go to Assets, click New asset
  2. Fill the required default and custom fields
  3. Click Save

Updating a Custom Field of an Existing Asset

For a quick change to a single field, edit it inline:

  1. Go to Assets
  2. Select the asset of which you want to update the field
  3. Hover the custom field on the asset detail page and click the pencil icon
  4. Update the value and click Save

To edit several fields at once, use the full Edit form: click Edit at the top of the asset page, change the fields, and click Save.

See Editing Asset Fields Inline for the full list of fields that support inline editing and how it interacts with permissions and validation.

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