NetAsset - Sub-Types Setup

Overview: 

This article will walk through how to create custom sub-types in NetAsset. This setup will allow the user to select the asset type in the asset record, and then based off the asset type selected, the corresponding sub-types will also be available to select.  

Step by Step Process

Create a custom Sub-Type record

  • Navigate to Customization>Lists, Records, and Fields > Record Types > New
  • Give the new sub-type record a name and select Save. 

  • Then go back into the newly created record and under the "Fields" subtab select New Field. 

  • Create a new field titled "Type". Under the "Type" field select List/Record and under the "List/Record" field select NetAsset Type. Also be sure to check the boxes "Show in List" and "Record is Parent". Once everything is filled out, select Save.

  • Once saved, search for the new sub-type record in the global search bar. For example, "Page: Sub-Types". 

  • Now that the new sub-type record has been created and the "Type" field has been added, it is time to add the data. This can be done manually or through a CSV. For a CSV, navigate to Setup>Import/Export>Import CSV Records. 
  • On the Import Assistant page, the "Import Type" will be Custom Records and the "Record Type" will be the name of the custom sub-type record. 

  • To manually add the data, select New Sub-Types. 

  • Then add the name of the new sub-type and select the corresponding asset type. This will need to be done for each asset sub-type. 

Create custom field on Asset Record

  • Navigate to Customization>Lists, Records, and Fields>Record Types
  • Open the "NetAsset Asset" record, go to the "Forms" subtab, and select Edit next to the "Preferred" form. 


  • If this is the out of the box "Netgain Asset Form", then rename the form and the select Save. Once saved, navigate back to the new form by going to the "Forms" subtab. If it's already a customized form, then there is no need to create a new form. 
  • Once back in the form, go to the "Fields" subtab and select New Field

  • Name the new field Sub-Type, under the "Type" field select List/Record, under the "List/Record" field select the name of the new sub-type record, and lastly select the box Show in List. 
  • Under the "Sourcing and Filtering" subtab, under "Filter Using" select Type. This field is asking for which field to filter by on the asset record. For the "Compare Type" use Equal. Under the "Compare to Field" use Type. This field is asking for the field on the sub-type record that it should compare to. 
    • For example, if the type selected is "Furniture and Fixtures" on the asset record, then the system is going to look at the sub-type record and pull all sub-types that have the "Type" field set to "Furniture and Fixtures". 

  • To verify that it's working properly, navigate to NetAsset>Create New Asset>Create Asset. 
  • On the asset record, if a type is selected, then only the corresponding sub-types should appear. 


Was this article helpful?