New features and product improvements from the team at Assetbots.
We’re excited to announce the release of our Mosyle integration. Automatically sync Mosyle devices and users into your Assetbots database as assets and people.
This integration also offers the ability to perform two-way syncs of Mosyle device assignments (as checkouts), asset tag IDs and other data, as well as perform device quick actions on Mosyle devices right from Assetbots.
Take a look at our setup guide and connect your Mosyle account to Assetbots today!
New Feature
We’re excited to announce a new Bot automation action: Sync Fields! Adding this action to an automation allows you to automatically sync field data between records involved in the event.
For example, you may want to create a report view in your asset registry to quickly see which assets are in use by each department. To automate this, you can create a Department field on both your Person and Asset records. Then, create a Bot automation to sync the data from the Person record to related Asset records each time assets are checked out.
Here is how to get started:
Ensure the fields you want to sync are created and compatible on each record you want to sync data between. Compatible in this case means they hold the same type of data (e.g., Date fields can sync to other Date fields). In our example, we create Department fields on our Person and Asset records.
Create a new Bot automation or edit an existing one to add a Sync Fields action in response to a relevant trigger. In our example, we create a new Bot that is triggered when a Checkout is Checked Out and sync fields from the Checkout Person to the Assets in Checkout.
Our asset registry now has the Department field synced automatically, so we can easily filter to see which assets are in use by each department!
We can’t wait to see what you build with this new Bot action. Stay tuned for many more exciting and powerful features coming soon. Until then, happy tracking!
New Feature
We are thrilled to announce that Assetbots now supports two-factor authentication!
Modern security best-practices recommend enabling two-factor authentication (2FA or MFA) when available, and now you can add Assetbots to your list of more-secure providers!
To enable 2FA for your Assetbots account, click on your profile image or initials in the top-right corner of the screen and then click on your name to bring up your profile. You can also navigate to your profile directly by visiting https://app.assetbots.com/me.
Scroll down to the Two-Factor Authentication section and click Enable 2FA. To proceed, you must have an authenticator app installed on your mobile device – we recommend Google Authenticator, 1Password or Authy. Scan the QR code using your authenticator app or enter the generated code manually. Finally, enter the 6-digit verification code generated by your authenticator app and click Verify Code.
If this is your first time enabling two-factor authentication for your Assetbots account, you will be shown 10 backup codes you can use in case you lose access to your device. Store these codes somewhere safe. Each code may only be used once, and they will never be shown to you again.
Once enabled, you will be prompted to enter the verification code generated by your authenticator app when you sign in. You can optionally choose to have Assetbots remember your browser to make signing in more convenient. If you lose your device, you can click the Use a Backup Code button to use one of your backup codes instead.
We hope you take advantage of the increased security offered by enabling two-factor authentication for your Assetbots account. Please contact us if you have any questions or need any help getting set up.
Until next time, happy tracking!
UI Improvement
We’ve added a Time Zone field to bot automations!
Now you can specify which time zone your bots should use when displaying dates and times in generated messages. This is especially useful when sending emails or text messages to your borrowers reminding them of upcoming due dates or confirming their reservations.
All date and time helpers are now time zone aware. If you need a refresher on template helpers and our bot actions system, take a look at the Actions documentation.
Happy tracking!
New Feature
We’re happy to announce two new integrations that unlock even more power for your Bot automations!
Your bots can send emails using an email address you control when you enable the SendGrid integration. You can set a default From address and name, and even disable the default Assetbots footer and disclaimers.
When you enable the Twilio integration, your bots will gain the ability to send text messages. Create best-in-class reminder sequences using a mix of texts and emails to make sure your equipment is returned when it is supposed to be.
Happy tracking!
New Feature
You can now enable the built-in scanner on any Text field!
To enable, open the field editor for the appropriate record type (Asset, Person, Location, Repair or Reservation), which can be found in the More Actions dropdown to the left of the Add button.
Select a Text field to edit, or add a new one. A new properties editor is available with options for Scan Button?. Choose Yes to enable or No to disable.
Once enabled, this field will have a new Scan button available, which can be used to open the scanner. Any value scanned by the scanner will be entered into the field automatically.
We've also updated our database templates to enable scanning on serial number fields by default.
Happy tracking!
New Feature
We’ve added two new calculated field types to help you keep better tabs on your assets, as well as to unlock some advanced capabilities in our new Bots automation feature.
Add a Count field to dynamically calculate the number of related records. Once added, you can use this field to filter and sort list views, as well as condition bot automations.
You can create dynamic counts of:
To filter lists based on a count field, you append either .any or .sum to the field key. For example, if you create a field called Asset Count, the default field key will be assetCount. To list all records with at least one asset, enter the following filter value:
assetcount.any:true
Add a Relative Date field to dynamically calculate a date based on another date field. For example, if your organization requires assets to be calibrated every six months and you have a Date field called Last Calibration Date, you can add a Relative Date field called Next Calibration Date and set its duration to 6 Months.
Once defined, you can create a bot automation to email and text you every time an asset’s Next Calibration Date passes or is coming soon.
These new field types are available today to all of our users, both free and paid. Bot automations are currently in beta, but if you would like to enable them for your account please let us know!
Happy tracking!
UI Improvement
A major update to our core data architecture was released today that makes sure even the largest databases are as fast and responsive as possible.
As Assetbots has grown, so have our customers. We have many customers with thousands of assets, people and locations in their databases, and some were starting to see a slight slowdown when performing certain operations.
Our update today should bring instant search, sort and filter back to even the largest database.
Happy tracking!
New Feature
Customers with more than 10 databases in their account can now filter the database menu to quickly switch between databases.
The menu supports keyboard navigation, so once filtered you can use the ↑ and ↓ keys to select a database, then press Enter to switch to that database.
New Feature
You can now move or copy assets between databases!
This is especially useful for MSPs and very large enterprises with multiple databases. For example, you may have an Inventory database where new inventory is created before it has been assigned to a client or department. Once the asset has been prepared, you can transfer it to the appropriate database and begin tracking it as normal.
Our transfer operation allows you to include the following related data when moving or copying an asset:
To get started, expand the More actions menu in the top-right of an asset’s detail view:
Assets can only be transferred if they are not checked out, reserved, or in repair. You must also have write access to at least one additional database.
Transfers can also be done in bulk from the asset list:
Finally, if an asset is transferred back to a database that it was previously moved out of, it will be restored, and its timeline will pick up where it previously left off.
We have some exciting additional MSP tools on the way, so stay tuned. And happy tracking!
