On the creation page, select Assets from the Trigger dropdown

Next select the Asset action you want to create the Automation for

In this case we select 'Asset is created'

Add in any description and proceed to the next steps.

Next add the Automation conditions. If you want some criteria to be fulfilled for assets to qualify for the automation, you can set them at this step:

The following options will appear in the dropdown. All the custom fields created in your account will also be visible here.

Here we have selected the custom field IF 'Project equals Henley'.

You can also add more than one condition. Here we add the second condition that Vendors equals Duracell.

For all the conditions you choose in this step, there is an AND/OR option. For more than two conditions, AND will be selected by default. This means that assets following both the criteria will be eligible for this automation.

Click on the AND option to change it to OR.  Once OR is selected, it means assets following one of the two conditions will be eligible for the automation.

The logic you select will be displayed below and can be edited for order by using the Edit button.

IF (the Asset)
Name
Description
Group
Sub Group
Product Model Number
Created By (Full Name)
State
Purchased On
Cost Price
Vendor
Location
Proceed Without Condition
Type of Item
Project
Vendor
Equals
Does Not Equal
Is Null
Is Not Null
Contains
Does not contain
Starts with
Ends with
Equals
ADD
1
Project Equals Henley


AND


2
Vendor Equals Duracell
Logic
( 1 and 2 )
 THEN
STEPS
Set Location to
Set Group to
Set Description As
Set Vendor As
Set Manufacturer To
Trigger Webhook
Set 'Type of Item' with value
Set 'Project ' with value
Set Location to
Add Step

The third step is to choose the action you want to be performed automatically. You can also update all attributes of an asset at this step. In this Automation, we select 'Set Location to'

Los Angeles Head Office / California Office Building 1

You can add multiple automations depending on your requirements.

Set Location to
Set Group to
Set Description As
Set Vendor As
Set Manufacturer To
Trigger Webhook
Set 'Type of Item' with value
Set 'Project ' with value
Set Group to

The second automation selected here is 'Set Group to'

For the Groups automation, you also have the option to set Subgroups.

The same automation can be used to assign salvage value to retired assets

Creating Automations for Asset Management in EZOfficeInventory