How to Add Records to Custom Tables
Introduction
This guide will show you how to add records to a custom table in Asset and Configuration Management. Records represent individual assets, configurations, or any data you store in your table.
By following these steps, you will be able to add records manually or via import.
Target Audience
User
Prerequisites
Before starting, ensure you have:
- Access rights to view and edit the custom table.
- The table already created in Asset and Configuration Management.
How to Add Records to Custom Tables
Step 1: Open the custom table
- Go to the Global menu >> Asset and Configuration Management.
- Select the table where you want to add records.
Step 2: Add a new record
- Click on the New [record name] button. The button label will reflect the name of the custom table (e.g. New server, New computer).
- Fill in the fields displayed in the form. These fields are defined by the table's custom fields.
- Click Save to add the record.
Notice
You can also add records directly from the related entity, such as a task or project, if the table is linked via relations.
Step 3: Import records (optional)
- Go to the Actions menu.
- Select Import.
- Upload the file with the data to be imported.
- Map the columns to the corresponding custom fields.
- Confirm the import.
Warning
Always double-check your import file. Incorrect mapping may result in wrong data in the table. This action cannot be undone.
Troubleshooting
- Ensure you have editing rights for the table.
- Check that the table has required custom fields set up.
Conclusion
You have successfully added records to your custom table in Asset and Configuration Management. You can now manage and report on these records.



