Asset and Configuration Management Settings and Options

Introduction

This reference article provides a complete overview of settings and configuration options available in the Asset & Configuration Management plugin in Easy8. These settings help you manage Custom tables, custom fields, alerts, imports, and API/webhook integration.

Target Audience

Administrator

Definitions and Settings Overview

Custom Table

Attribute	Description
Name	The name of the Custom table.
Description	Optional explanation of what the table represents.
Type	Categorization for organizing tables (defined under Administration >> Categories >> Others >> Assets & Configurations types).
Icon	Visual identifier shown next to the table in the interface.
Relations	Allows linking records to other entities such as Project, User, Account, CRM records, etc.
Visibility	Defines which roles can view the table.
Editable	Defines which roles can edit the table.

Custom Fields for Custom Tables

Field	Description
Format	Select Lookup to connect to a Custom table.
Entity	Set to Custom table to define the source of lookup values.
Custom table	Select the target table you want to display values from.
Multiple values	Enable to allow selecting multiple records.
Visibility, filter, export	Additional options like visibility, filterability, and export inclusion.

Display Options

On entity detail pages via Relation fields.
Inside custom field areas via Lookup fields.
On dashboards using:
- Assets & Configurations – List widget.
- Assets & Configurations – Trends widget (for saved filters with charts).

Import Options

Method	Details
Data import	Via Administration >> XML data import >> Advanced import. Upload CSV, map columns, and confirm import.
Configuration import	From the Custom table list view using the three dots menu. Only structure, no records.

Alerts Integration

Create a saved filter from the Custom table.
Use Alerts & Notifications to create an alert using that filter.
The alert will trigger notifications when new records match the filter.

API Integration

Area	Details
Custom Table API	Create, read, update, delete Custom tables.
Custom Entity API	Manage individual records inside Custom tables.
Access	Use `/easy_swagger` for full API documentation.

Webhooks

Go to Easy WebHooks.
Create a new webhook.
Set Entity = CustomEntity.
Trigger on create, update, or delete actions.
Send data to external system via URL.

Usage Notes

Examples

Create a “Personal Computers” table to track company hardware.
Show expiring guarantees using a saved filter + alert.
Display the same records on a dashboard chart using a saved filter with a chart view.