Cireson Portal

User Guide: Add-In - Asset Management Status Pills

Add-Ins Overview

The Cireson Service Manager Portal Add-In feature is a location for pre-packaged solutions. Simply toggle a solution on, and it is active. Toggle any solution off if you no longer wish to use it. This approach allows for a streamlined, no-code approach to extensibility in the Cireson Service Manager Portal.

Note: For information about the Service Manager Portal Add-In feature and installation process, view the overview article here.

 

Asset Management Status Pills Download Link

The latest version 1.0.0 of this Add-In can be downloaded here.

Note: This version of the Add-In is built and tested against version 12.0.0 of the Cireson Portal. It is recommended you are using that version or higher with this Add-In

 

Asset Management Status Pills Summary

By default, the Asset Management forms display a status pill that reflects the Object Status. The Asset Management Status Pills Add-In allows for the status pill to reflect the status of the record itself. For example, the status pill for a hardware asset will reflect the HardwareAssetStatus.

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Each setting for the Add-In is as follows:

Key

Description

Default Value

ClassesToRender

A comma separated list of classes to reflect statuses for in the corresponding form's status pill

HardwareAsset,SoftwareAsset,Consumables,Invoice,ContractLease,License,PurchaseOrder,SupportAndMaintenance,WarrantyContract

 

Testing and Validation

  1. If experiencing issues, refer to KB Article 2568 here for overall Add-Ins troubleshooting steps

  2. Run through the Add-In’s functionality with default settings.

    1. Verify the following:

      1. In the developer console (open up a browser > dev tools > console), you see that the Asset Management Status Pills Add-In is loaded

      2. Verify that the Status Pill renders the correct status for each enabled class in the ClassesToRender setting.

  3. As you change settings, go through the above again with browser console open

    1. Verify no error messages

    2. Verify your changed settings behave as expected

 

Examples

The status pill on the Software Asset form reflects the Software Asset Status of "Approved"

 

Versions

This is the first release of the Add-In. Older versions will appear here as they become available.