Editing and managing IT asset types, fields, locations, and statuses

<body>
<p id="docs-hc-snippet" style="display: none;">Assets are things, such as hardware and software, that teams need to procure, allocate, refresh, and retire over time. In Zendesk, adminscreate and configureasset types that become objects to which asset fields are inherited and added. Additionally, asset locations are created by admins and referenced as asset lookup relationship fields.</p>
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<p id="docs-ai-summary-content">You can manage IT asset types, fields, locations, and statuses by editing, deleting, or reordering them to fit your workflows. Custom asset types and fields offer full editing options, while standard ones have limited changes. You can hide unused fields and track asset availability with statuses. Managing locations and statuses helps keep asset records accurate and relevant for your team.</p>
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<div class="body">

<p class="p">Assets are things, such as hardware and software, that teams need to procure, allocate,
refresh, and retire over time. In Zendesk, admins <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9817310808090" target="_blank">create and configure</a> asset types that become objects to
which asset fields are inherited and added. Additionally, asset locations are created by
admins and referenced as asset lookup relationship fields. </p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_mft_55m_cjc__ul_uld_bxm_cjc">
<li class="li"><a class="xref" href="#topic_rq3_bxm_cjc">Editing and managing asset types</a></li>
<li class="li"><a class="xref" href="#topic_cf5_bxm_cjc">Managing asset fields</a></li>
<li class="li"><a class="xref" href="#topic_t5d_cxm_cjc">Managing asset locations</a></li>
<li class="li"><a class="xref" href="#topic_ikg_43l_3jc">Managing asset statuses</a></li>
</ul>
</div>
<div class="p">Related articles:<ul class="ul" id="topic_mft_55m_cjc__ul_jhs_vgg_djc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9817310808090" target="_blank">Creating and configuring IT asset types in
Admin Center</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10631445339930" target="_blank">Bulk importing IT asset records</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_rq3_bxm_cjc">
<h2 class="title topictitle2" id="ariaid-title2">Editing and managing asset types</h2>
<div class="body">
<div class="p">When you turn on IT asset management, four predefined asset types are automatically
created in your account. Limited editing and management is available for these asset
types. However, for custom asset types, admins can perform the following actions:<ul class="ul" id="topic_rq3_bxm_cjc__ul_v5w_pzm_cjc">
<li class="li"><a class="xref" href="#topic_x32_qzm_cjc">Editing asset
types</a></li>
<li class="li"><a class="xref" href="#topic_ibw_zzm_cjc">Deleting asset
types</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_x32_qzm_cjc">
<h3 class="title topictitle3" id="ariaid-title3">Editing asset types</h3>
<div class="body">
<p class="p">Only some asset type details can be edited for standard asset types. However,
custom asset types are completely editable.</p>
<div class="p">
<strong class="ph b">To edit an asset type</strong><ol class="ol" id="topic_x32_qzm_cjc__ol_lsc_d1n_cjc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_x32_qzm_cjc__image_y4g_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Types</strong>.</span></li>
<li class="li">Next to the asset type you want to update, click the options menu
(<img class="image" id="topic_x32_qzm_cjc__image_fkt_3bn_cjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png">) and select <strong class="ph b">Edit</strong>.</li>
<li class="li">On the <strong class="ph b">Details</strong> tab, modify the name, description, parent type,
and icon as needed.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_ibw_zzm_cjc">
<h3 class="title topictitle3" id="ariaid-title4">Deleting asset types</h3>
<div class="body">
<p class="p">If you no longer need an asset type and won't need it in the future, you can
permanently delete the asset type. </p>
<div class="p">
<strong class="ph b">To delete an asset type</strong><ol class="ol" id="topic_ibw_zzm_cjc__ol_wz2_ccn_cjc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_ibw_zzm_cjc__image_y4g_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Types</strong>.</span></li>
<li class="li">Click the name of the asset type you want to delete.</li>
<li class="li">On the asset types details page, click <strong class="ph b">Actions</strong> and select
<strong class="ph b">Delete</strong>.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_cf5_bxm_cjc">
<h2 class="title topictitle2" id="ariaid-title5">Managing asset fields</h2>
<div class="body">
<div class="p">From the Asset fields page, you can view and manage all asset fields. Standard asset
fields can't be edited or deleted, but can be re-ordered. For custom asset fields,
admins can perform the following actions:<ul class="ul" id="topic_cf5_bxm_cjc__ul_ins_jdn_cjc">
<li class="li"><a class="xref" href="#topic_psy_jdn_cjc">Editing asset fields</a></li>
<li class="li"><a class="xref" href="#topic_zlp_kdn_cjc">Reordering asset fields</a></li>
<li class="li"><a class="xref" href="#topic_gvt_j3g_5jc">Hiding unused standard asset fields</a></li>
<li class="li"><a class="xref" href="#topic_ez2_ndn_cjc">Deleting asset fields</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_psy_jdn_cjc">
<h3 class="title topictitle3" id="ariaid-title6">Editing asset fields</h3>
<div class="body">
<p class="p">The name and most details about a custom asset field can be edited. However, the
field type and field key can't be changed after the field is created. Not all
options for standard asset fields are editable.</p>
<div class="p">
<strong class="ph b">To edit an asset field</strong><ol class="ol" id="topic_psy_jdn_cjc__ol_rjv_sdn_cjc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_psy_jdn_cjc__image_em3_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Fields</strong>.</span></li>
<li class="li">Click the name of the asset field you want to edit.</li>
<li class="li">Modify the field's options as needed.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_zlp_kdn_cjc">
<h3 class="title topictitle3" id="ariaid-title7">Reordering asset fields</h3>
<div class="body">
<p class="p">From the Asset fields page in Admin Center, you can reorder all asset fields by
group. The order reflected on this page controls the order on the IT asset
records page in the Agent Workspace.</p>
<p class="p">Alternatively, you can reorder the fields on the IT asset card that agents see in
tickets. It's important to optimize the fields agents see when viewing asset
records because there is limited space for asset fields in the context panel in
the Agent Workspace. To configure the IT asset card that agents see in the
context panel, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5768595554714#topic_uxw_nvg_53c" target="_blank">Configuring cards to view additional
information in the Agent Workspace</a>.</p>
<div class="p">
<strong class="ph b">To reorder asset fields on the Asset fields page</strong><ol class="ol" id="topic_zlp_kdn_cjc__ol_qtp_ndg_5jc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_zlp_kdn_cjc__image_em3_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Fields</strong>.</span></li>
<li class="li">Click <strong class="ph b">Reorder fields</strong>.</li>
<li class="li">Click the <strong class="ph b">Field group</strong> you want to reorder.</li>
<li class="li">Use the grabber icon (<img class="image" id="topic_zlp_kdn_cjc__image_d51_5dg_5jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/exp-dash-tab-112.png" width="16">) to drag and drop the fields
into order.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_gvt_j3g_5jc">
<h3 class="title topictitle3" id="ariaid-title8">Hiding unused standard asset fields</h3>
<div class="body">
<p class="p">For convenience, Zendesk provides many common asset fields pre-defined and ready
to use. If some of these don't apply to your use case, you can hide them so they
don't distract agents from the information that matters to your workflows.</p>
<p class="p">Required fields can't be hidden.</p>
<div class="p">
<strong class="ph b">To hide unused standard asset fields</strong><ol class="ol" id="topic_gvt_j3g_5jc__ol_lcq_q3g_5jc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_gvt_j3g_5jc__image_em3_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Fields</strong>.</span></li>
<li class="li">Click the options menu (<img class="image" id="topic_gvt_j3g_5jc__image_dhd_s3g_5jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png">) and select <strong class="ph b">Hide field</strong>.<p class="p">After a
field is hidden, it appears under the Hidden fields list. Use the
options menu to unhide the field if you need it in the
future.</p>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_ez2_ndn_cjc">
<h3 class="title topictitle3" id="ariaid-title9">Deleting asset fields</h3>
<div class="body">
<p class="p">Deleting an asset field permanently removes the field and all of its data.</p>
<div class="p">
<strong class="ph b">To delete an asset field</strong><ol class="ol" id="topic_ez2_ndn_cjc__ol_u3v_kkq_cjc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_ez2_ndn_cjc__image_em3_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Fields</strong>.</span></li>
<li class="li">Click the name of the asset field you want to delete.</li>
<li class="li">Click <strong class="ph b">Delete</strong>.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested1" id="topic_t5d_cxm_cjc">
<h2 class="title topictitle2" id="ariaid-title10">Managing asset locations</h2>
<div class="body">
<div class="p">Asset locations each have a name and a unique external ID that is used to identify
them. You can do the following:<ul class="ul" id="topic_t5d_cxm_cjc__ul_dmw_5jr_cjc">
<li class="li"><a class="xref" href="#topic_ahp_t3r_cjc">Editing asset locations</a></li>
<li class="li"><a class="xref" href="#topic_ec3_53r_cjc">Deleting asset locations</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_ahp_t3r_cjc">
<h3 class="title topictitle3" id="ariaid-title11">Editing asset locations</h3>
<div class="body">
<p class="p">Asset locations each have a name and a unique external ID that is used to
identify them. Both attributes of a location are editable.</p>
<div class="p">
<strong class="ph b">To edit an asset location</strong><ol class="ol" id="topic_ahp_t3r_cjc__ol_t2g_x3r_cjc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_ahp_t3r_cjc__image_y3k_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Locations</strong>.</span></li>
<li class="li">Click the name of the asset field you want to edit.</li>
<li class="li">Make the necessary changes.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested2" id="topic_ec3_53r_cjc">
<h3 class="title topictitle3" id="ariaid-title12">Deleting asset locations</h3>
<div class="body">
<p class="p">If you no longer need an asset location, you can delete it. Deleting a location
is permanent. Any assets assigned to a deleted location will no longer have a
location.</p>
<div class="p">
<strong class="ph b">To delete an asset location</strong><ol class="ol" id="topic_ec3_53r_cjc__ol_lwy_4jr_cjc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_ec3_53r_cjc__image_y3k_v1g_bhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Locations</strong>.</span></li>
<li class="li">Next to the location you want to delete, click the options menu (<img class="image" id="topic_ec3_53r_cjc__image_dcz_tjr_cjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png">) and select <strong class="ph b">Delete</strong>.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested1" id="topic_ikg_43l_3jc">
<h2 class="title topictitle2" id="ariaid-title13">Managing asset statuses</h2>
<div class="body">
<div class="p">Asset statuses are used to track the availability and life cycle of assets. The
standard asset statuses can't be edited or deleted, but you can do the following to
custom asset statuses:<ul class="ul" id="topic_ikg_43l_3jc__ul_azd_53l_3jc">
<li class="li"><a class="xref" href="#topic_qfj_53l_3jc">Edit custom asset
statuses</a></li>
<li class="li"><a class="xref" href="#topic_frj_v3l_3jc">Delete custom asset
statuses</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title14" class="topic nested2" id="topic_qfj_53l_3jc">
<h3 class="title topictitle3" id="ariaid-title14">Editing custom asset statuses</h3>
<div class="body">
<p class="p">After you create a custom status, only the name and description can be changed.
The status type can't be changed.</p>
<div class="p">
<strong class="ph b">To edit a custom asset status</strong><ol class="ol" id="topic_qfj_53l_3jc__ol_ar4_dpm_3jc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_qfj_53l_3jc__image_grr_mhl_3jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Statuses</strong>.</span></li>
<li class="li">Click the name of the status you want to edit.</li>
<li class="li">Update the status's <strong class="ph b">Name</strong> and <strong class="ph b">Description</strong> as needed.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title15" class="topic nested2" id="topic_frj_v3l_3jc">
<h3 class="title topictitle3" id="ariaid-title15">Deleting custom asset statuses</h3>
<div class="body">
<p class="p">Only custom asset statuses can be deleted. Before you can delete a custom asset
status, you must make sure the status isn't being used by any assets. Deleting a
custom asset status is permanent.</p>
<div class="p">
<strong class="ph b">To delete a custom asset status</strong><ol class="ol" id="topic_frj_v3l_3jc__ol_ost_ttm_3jc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_frj_v3l_3jc__image_grr_mhl_3jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/itam_icon.png">
<strong class="ph b">IT assets</strong> in the sidebar, then select <strong class="ph b">Assets &gt; Statuses</strong>.</span></li>
<li class="li">Next to the custom status you want to delete, click the options menu
(<img class="image" id="topic_frj_v3l_3jc__image_oww_d5m_3jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png">) and select <strong class="ph b">Delete</strong>.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete status</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
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