Asset picker

Note This topic is applicable only to the latest UI. For a similar feature in the classic UI, go to Template fields.

The Asset Picker field in an assessment template allows you to define which assets are available for selection in the asset drop-down list in the assessment for users. You can specify the asset types and statuses based on which the assets in the drop-down list should be filtered.

Tip If you want the asset drop-down list in the assessment to show all assets, leave the Asset Types and Asset Status settings blank in the template.

In the template, on the Template Designer tab, when you click an Asset Picker field, the following field-specific settings appear in the sidebar for you to configure.

Setting Description
Asset Types

Select this checkbox if you want the asset drop-down list to contain only those assets that match the asset types you select here.

Include Child Asset Types

Select this checkbox if you want the asset drop-down list to contain those assets that match the asset types you selected as well as their respective child asset types, for a more inclusive selection.

Asset Status

Select the statuses by which you want the assets in the asset drop-down list to be filtered.

If the Asset Types setting is blank and the Asset Status setting has a value, the asset picker will include all asset types that match the asset statuses you select here.

Allow Multiple

Select this checkbox if you want to allow users to select multiple assets from the asset drop-down list.

Note The Asset Types and Asset Status settings work together with an AND condition. Suppose that Accepted is a status that is applicable to only Acronym assets. Now, if Asset Types contains Acronym and Report, and Asset Status contains Accepted, then the asset drop-down list will contain only assets whose asset type is Acronym and status is Accepted. It won't contain assets whose asset type is Report.