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Create Asset Attributes

Create an asset attribute by associating it with an attribute definition on the asset record.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create asset attributes: Create on Asset
To view asset attributes: View on Asset
To edit asset attributes: Edit on Asset
To delete asset attributes: Delete on Asset

Create asset attributes only for active attribute definitions. If an attribute definition is deactivated, all asset attributes associated with it become unavailable.

  1. From the App Launcher, find and select Assets.
  2. Click the relevant asset record and open the Related tab.
  3. Click New.
  4. Select an attribute definition. Only active attribute definitions are shown.
  5. Enter a value for the asset attribute. The asset attribute value is required if designated as Required in the attribute definition you selected. Otherwise, if you don’t enter a value, the attribute definition’s default value is used. If the attribute definition is of type picklist, the Display Value field of Attribute Picklist Value is used when displaying picklist values.
  6. Save the asset attribute.