Entity Types, Entity Attributes
In ReachOut, entity types are a way of categorizing different asset types or asset categories that need to be inspected or maintained post-installation. You can specify an Entity Type by defining it with custom attributes. For example, attributes might include: model number, serial number, and capacity.
Creating Entity Types & Attributes
You can define entity types with numerous custom attributes by going to:
- Settings > Customization.
- Select Entity Types from the tab and click on + Entity Type.
- Add Entity Type Details.
- Enter a name for the entity type.
- Select a Form from the dropdown.
- Add Attributes. Choose a Textbox or Dropdown to define them.
- Check the boxes Mandatory and Enable in Mobile, if needed.
- Add more attributes by clicking + Add Attribute.
- Click Save.
The saved entity type and it will show up in the entity types list.
Linking Entities to Customers
Created entity types and attributes can be linked to a customer.
- Navigate to – CRM > Customers
- Open customer details view by clicking the View button.
- In the Location tab, click the dropdown button on the right. Select Add Entity.
- Add entity details
- Pick a Location
- Select a Site from the dropdown.
- Select the Entity Type.
- Give the Entity a Name & Description.
- Enter the required Entity Attributes.
- Save the entity.
