Introduction
Welcome! In this lesson, we will explore methods to find assets within Assets. The goal of this lesson is to help you understand the two main methods of locating or filtering specific assets or groups of assets within the application.
Map View
Assets has a dynamic map-based interface that plots each asset to its location, helping users visualize their resources broadly or focused into key areas. Assets with coordinates are represented by a small dot on the map.
The map view also contains a small list view for assets within the application. Users can click on Asset IDs to view an asset's details.
Quick View
Assets with coordinates will be displayed on the map. By clicking an asset, you can access a quick view of its attributes to help you monitor conditions and spot anything unusual immediately at a glance.
Click on any asset (represented by a dot) on the map
If the map is zoomed out enough such that multiple assets fit within the selected area,
Click the Next > or < Previous to view each asset within the area
Click the Name of the asset to enter into the asset’s details.
Cutting Tool
The Cutting Tool allows you to focus on specific areas of your map by creating a sectional view and can be accessed on the bottom left of the map. When you draw a cut over the map, the tool automatically filters and displays all assets located within that selected area. This helps you examine asset groupings more closely and provides a more focused visualization on certain portions of the map that you care about.
Cut Types
There are three different Cut Types in Assets. Users can select any cut type and draw on their map to create a particular view. Cut Types can always be reset or deleted.
Freeform (✏️ Symbol)
Click on the map to create corners and lines for your shape
Press the "Enter" key to complete your shape
Requires at least 3 corners
Rectangle
Click (and hold) a position on the map and drag your cursor to create a Rectangular cut
Circle
Click (and hold) a position on the map and drag your cursor to create a Circular cut
Example: A snowstorm has been identified in a city and you’d like to see all assets that could be affected. The cutting tool may be used to outline the city and identify all assets within the area.
Click on the Cutting Tool and different styles will be shown allowing you select the type you want for your zoning.
Click on a Cut Type
Draw the outline on the map
Layers
Layers represent different geographic data that can be added to your map to analyze and visualize your assets in a more comprehensive way. Examples of layers include terrain, roads, parcels, utility lines, topography and various imagery. Layers can be imported into Assets and can be added or removed to a map to show relationships between your assets and their environment.
Example: A new layer has been added for 2030’s projections of rainfall. You cross reference it with 2025’s total rainfall and begin to plan for the future.
Click on the Layers button and select Layers to add to your map
You can remove any layers by deselecting them
List View
All assets will be displayed within a table view for easy navigation and data management. The list view contains columns and filters to organize your data into manageable subsets making analysis much more efficient. When a subset has been identified, it can be saved for viewing again without the hassle of recreating the selections.
Page Navigation
The List view contains all assets that exist. It can be overwhelming to look at in their raw form, but there are many tools available to customize them to make navigating and parsing them much easier. Starting at the bottom of the table, here’s what’s you can use to change how many rows are displayed, and which rows you are currently looking at:
Page Size Button: This button let’s you select how many Rows you can view on a single page. Use this to help narrow down or increase how much content you need to see together.
Row Count: Right next to it, you’ll see the row count. This tells you:
The total number of rows on the table.
Which range of rows you’re currently viewing.
Navigation Arrows: Use the arrows to move forward or backward through the pages of rows.
Columns
The columns of the List View contain all data for your assets but the default view only has a few system columns and might be missing important fields. You can add or remove columns to ensure it contains the information you need and you can arrange the columns in the order you want to see it.
Click on the Columns button in the table and a list of all fields appear allowing you select the one you want for your project.
Click on the field to add it as a column.
Drag the dots icon to reorder columns.
You can also drag Column Headers to move them.
Filtering
When you need to find assets with specific information, you can use filters to narrow down your asset list. Filters allow you to search for assets that contain certain data, making it much easier to parse and find precisely what you’re looking for.
Example: You can add a filter on the Type column to see specific Asset Types, and the Parent column to see assets that have Parents. Combining Filters like this will show you only assets of certain types that also have Parent assets.
Click on the Filter icon next to any column header.
Select:
A condition (like equals, contains, etc.).
A value to filter by.
Add multiple conditions and decide how they work together
AND: All conditions must be true.
OR: At least one condition must be true.
Saved Views
Once you have set up your columns, filters and sorting, you can then save the arrangement as a view. This saves your current setup as a custom view, so you do not have to recreate it each time you want to view the same arrangement. Custom views are personalized for the user so anyone can create a view that suits their needs.
All of your Saved Views are shown as tabs across the top of the list view table, so you can quickly jump between as many Views as you need.
After setting your columns, filters, and sorting:
Click the Floppy Disc icon.
Choose:
Save Changes: Update the current view.
Save as New: Create a new view and give it a name.
Wrap-Up
Now you know:
Different tools for Mapping
How to create saved views
Check Your Understanding
In this lesson you learned about:
Adding layers to your map view
How to filter and search for assets
Next up:
The next lesson of this course covers important features of Assets and how to create jobs related to Workflow.