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How to Customize Asset Forms with Class (Categorization)

​Class (previously Categorization) allows one to group objects in Calem based on their category hierarchy. It also provides features including attributes and view customization. This blog discusses the view customization based on class. Asset object is used here as an example. The concept is applicable to other objects such as location.

1. Form Customization and Class

Assets with class codes assigned will have customized forms based on class codes. For instance, the screenshot below shows an asset screen for class of "Server". The one below it shows an asset screen for class of "LinuxClone".

​When you customize an asset form, Calem uses the asset's class code to retrieve and save the customization. The class code ("Server") is shown in the form title if a form is customized for a class.

 2. Turning Off Form Customization by Class (Categorization)

The feature of form customization by class is great if you need to have customized views by class code. However, if you need all your asset forms to look the same. The class code may get in the way:

  • Customize asset forms based on your requirements.
  • The customized forms look fine. However, opening another asset, the customization is gone.
Calem provides options to disable customization by class.
  • You may edit a class code to turn off customization by checking "No Custom View" field. The following is the list view showing view customization for categorization codes (menu path: Organization | Codes | Class List). You may also use data export/import to bulk update the flag.
  • There are system configuration to turn off class based customization for asset forms. Contact your Calem Support Team to do it.
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