Nova Set service asset defaults
Decide whether every asset needs a subtype, whether technicians can add new types and statuses on the spot, and what happens when a captured asset does not match your list.
In the sidebar, open Settings, then choose Service Asset Defaults under Accounts. The page address is /settings/org/service-assets/defaults. It is the Defaults tab of the service asset settings.
The page is a list of switches. Each one saves the moment you flip it and confirms with a message. All of them start on except Require subtype on assets.
Before you start
- Your role needs permission to manage service asset settings. Otherwise the page says so and shows nothing else.
Steps
- Switch on Require subtype on assets if an asset must always have a subtype under its type. Leave it off while your subtype list is still thin.
- Leave Auto-apply profile from type on so picking a type in the asset editor also sets the profile chosen for that type.
- Decide how much your team can add on the fly. Allow inline type creation and Allow inline subtype creation let people whose role can manage service asset settings add types and subtypes from the asset editor; Allow inline status creation and Allow inline lifecycle state creation do the same from the status and lifecycle pickers; Allow inline identifier type creation lets them add identifier types from the editor.
- Leave Stage invalid capture taxonomy on so that equipment sent in with a booking, a form or a work order line, whose type is not on your list, is kept with that record instead of creating an asset. With it off, the mismatch is refused with an error.
What you see
- Each row shows the rule's name, a one-line explanation and its switch.
- A message confirms each change. While one change is saving, the other switches wait.
If something looks different
- The switches do not move: another change is still saving. Wait a moment and try again.
- A change shows an error: it was not saved. Flip it again, and contact support if it keeps failing.
- Inline creation is on but a technician still cannot add a type: their role also needs permission to manage service asset settings.