Navigation in location and asset hierarchies

Locations and assets are often defined in hierarchies. When you need to specify a value from one of these hierarchies, you can view a graphical representation of the items to select from.

The location hierarchies shown in the Drilldown window are created in the Locations application, and the asset assembly structures are built in the Assets application.

You use the Drilldown window to view the assets at a particular location or to view the location of an asset. You can select a location, then switch tabs to view the assets at that location. Alternatively, you can drill down to an asset, then switch tabs to see its location, and the systems that location belongs to. You can also use the drilldown to complete some fields when creating records. For example, when creating an asset record, you can complete the Parent and Location fields by selecting Detail menu>Open Drilldown.

The Drilldown window is available from the Detail Menu on the Asset, Location, and some Belongs To fields.



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