Keep the device’s, or Spot’s, name, description and data fields up to date so that other users can identify the device and find the information they need. These instructions cover editing basic information in the browser interface. You need permission to edit the Spot in question.
Open and edit basic information
- Open Assets, devices, tools under the Assets and content menu group. On the page, select Datatables and then Default table.
- Find the Spot using the search field in the Name column and click its name to open its details.
- Check the name, folder and device details to make sure you are editing the correct device.
- On the Basic info tab, edit the Name and Description fields as needed.
- On the same tab, click the heading of the Device card section to open it. Complete or correct the necessary data fields following the instructions below.
- Select Save at the bottom of the form.
After a successful save, the Spot’s details view closes and you receive the notification Spot successfully updated. Open the Spot again and check the details you changed. Ordinary form changes are not saved simply by leaving a field. The form’s Cancel button closes the view without saving them; the separate save when changing folders is described below.
What do Value and Definition mean?
In the Device card section, each field’s heading tells you what information to enter. Value is the information for that device, such as its serial number or commissioning date. Definition is supplementary text saved for the same Spot, such as the source of the information or a clarification. Changing the value does not automatically change the definition: check both.
An attribute defines the shared field’s name, type and any available options. In this form, you change the Spot’s own value and definition. The change does not rename the shared attribute or change other Spots’ values or the device card’s structure.
- Text: enter the information the field calls for. Use the definition for a separate clarification.
- Number: enter only a numeric value. You can use a comma or a period as the decimal separator. Enter any unit or other additional information in the definition, not within the numeric value.
- Date: select a date from the field’s calendar. The date is displayed in day.month.year format.
- Drop-down menu: select one of the options offered in the field’s list. If the correct option is missing, ask an administrator to check the shared attribute’s options.
- Email or URL: enter an email address or web address according to the field’s purpose.
Clearing the value and saving does not remove the field from the Spot. Clear the definition as well if it is no longer needed.
Where do the data fields come from?
The folder has a device card
The folder’s device card determines the fields and their order. You can change their values and definitions, but you cannot add or remove device card fields in the Spot’s form.
If a field you need is missing, ask an administrator to check the device card. Changing the field structure is a separate administrative task that also affects other Spots using the same card. See creating a device card and arranging its fields.
The folder does not have a device card
In this case, the Device card section displays the Spot’s own attribute rows. You can complete their values and definitions, and add or remove rows.
To add a field, select Add new attribute in the section. In the new row’s first selection field, search for an existing attribute and select it. Enter its Value and, if needed, Definition, then save the form. The button adds a field to this Spot; it does not create a new shared attribute definition. Each attribute can appear only once on the same Spot.
Remove an unnecessary field using the row’s trash icon, then select Save. The trash icon hides the row before saving. Saving removes that Spot’s field record, including its value and definition. The shared attribute and its use on other Spots remain.
Consider the folder and status
Simply correcting the name, description or data fields does not require changing the folder or status.
Changing the folder: Changing the Folder field on the Basic info tab requires a separate confirmation. Confirming also saves the form’s information before you click the Save button at the bottom. Wait for the form to reopen automatically before continuing to edit. Selecting Cancel later does not undo a move that has already been saved.
If the destination folder has a device card, the Spot’s fields are adjusted to match it. Previous values and definitions for matching attributes are retained, missing fields belonging to the card are added, and field records that do not belong to the card are removed along with their values and definitions. If the destination folder has no device card, the previous fields remain as the Spot’s own attributes. Keep a copy of any information you need before moving the Spot, and check the new folder and fields afterwards.
Moving the Spot also requires permission to add Spots to the destination folder. Select a folder that has no subfolders. Moving a Spot linked to a contract into a different customer’s folder may be blocked. See moving a Spot to another folder.
Disabling a Spot: If Status on the Basic info tab is Disabled, saving the form also asks whether to delete the Spot’s tasks. Answering no keeps the tasks but saves the Spot’s changes. Answering yes starts deleting tasks in the background, excluding completed tasks and tasks linked to a contract’s task setting. Changing the status and permanently deleting the Spot using the form’s Destroy button are separate actions. Read Spot statuses and their effects on tasks before changing the status.
Alternative: edit directly in the table
You can also correct an individual piece of information in the Default table opened above. Double-click the cell you want to edit, change the value and finish editing, for example by moving to another cell. The changed value is sent for saving as soon as editing ends, without using the Save button in the Spot’s form. Editing is not available in every column.
A successful save briefly highlights the cell in green. An error is marked in the cell and a notification is displayed. Check the saved information by opening the Spot again. Editing an attribute cell changes the value; use the Spot’s form to change the definition. You cannot change the folder by editing a cell.
Check changes and resolve problems
The fields cannot be edited or the Save button is missing. You may have viewing permission without editing permission. Ask your organization’s administrator to check your permissions.
Saving produces an error. Check the reported missing information and the field values. The name, folder and status cannot be left empty. The maximum length is 512 characters for the name and 4,096 characters for the description. An attribute’s value and definition can each contain up to 10,240 characters. Also check that the same attribute has not been added twice.
I do not know whether the change was saved. Open the Spot again and check its details before repeating the same change. Changes to a saved data field’s value and definition are recorded in its history. Open the history icon next to the field in the Device card section; see viewing a data field’s value history for more detailed instructions.
In the Android and iOS apps, data field values and definitions are edited in separate mobile views. These browser instructions do not describe their buttons. For help finding a Spot on your phone, see viewing a Spot’s details in the mobile app.