Creating a dynamic asset group

You create a dynamic asset group, if you want the assets in a folder to be organized dynamically based on certain properties. The dynamic asset group gets updated with every asset import job if more assets from the relevant asset folder meet the dynamic group filters.

Note:

You can add assets to the asset group only from the folder that contains the asset group or from the folders in the same hierarchy.

To create a dynamic asset group

  1. In the taskbar, from the Asset Group Tasks, select Create Asset Group.

  2. In the Welcome panel, click Next.

  3. In the Specify Asset Group Details panel, specify the following:

    • Name of the asset group

    • Description of the asset group

    • Folder path from which to include the assets

  4. Select Dynamic group in the Asset Group Type section:

  5. Click Next.

  6. In the Select Asset Type panel, select the asset type for which you want to create an asset group and click Next.

  7. In the Create Common Asset Field Filters panel, specify the value for the common asset field filters and click Next.

    The Create Common Asset Field Filters panel lets you create a filter that is based on the values of the common fields. The panel presents a list of common asset fields. You can specify the values for the selected fields. The asset group is formed based on the values that you specify in this panel.

    See Create or Edit Asset Group: Create Common Asset Field Filters.

    The Create Common Asset Field Filters panel presents the following options:

    Name

    Lets you specify the asset name.

    Assets with the specified name are included in the asset group.

    Location

    Lets you specify the asset location.

    Assets that reside at the specified location are included in the group.

    Department

    Lets you specify the asset department.

    Assets that belong to the specified department are included in the asset group.

    Owner

    Lets you specify the asset owner.

    Assets with the specified owner are included in the asset group.

    Custodian

    Lets you specify the custodian for the assets.

    Assets with the specified custodian are included in the asset group.

    Tags

    Lets you specify the tag name and the tag path.

    Assets that have the specified tag are included in the asset group.

    Risk rating

    Lets you specify the risk rating.

    Assets with the specified risk rating are included in the asset group.

    Include assets with any of the above filters

    Includes the asset in the asset group if the asset meets the criteria that is specified in any of the above filters.

  8. In the Create Specific Asset Type Filters panel, select a field from the drop-down list on the basis of which you want to create the dynamic asset group. Click Add Statement.

    The Create Specific Asset Type Filters panel lets you edit, delete, arrange, and configure the asset field filters. You can select a field that should be used as a filter for the selected asset type and create a filter statement. You can use the Add Statement option on the panel to create a new filter statement.

    See Create or Edit Asset Group: Create Specific Asset Type Filters.

    You can edit or delete the existing filter statement using the Edit option and the Delete option.

    The asset field that you can select depends on the asset type that you selected.

    You can use the AND and OR operators to specify the filter after adding the filter statements.

    See Operators (, ), AND, OR.

  9. In the Filter Statement dialog box, select the parameter, the operator and the value for the field to form a filter statement and click OK.

  10. Click Next in the Create Specific Asset Type Filters panel.

  11. Review the configuration information in the Summary panel and click Finish.

More Information

Creating a static asset group

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