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Finding a Specific Type of Asset in Perspio

This guide outlines the methods to locate assets based on their type within the Perspio platform.

Overview

In Perspio, assets can be categorized by types, such as vehicles, machinery, or equipment. Identifying and managing assets by their type is essential for efficient operations, reporting, and maintenance scheduling.

Method 1: Using the Assets Module Filters

The Assets Module provides filtering capabilities to narrow down assets by various criteria, including asset type.

Steps:

  1. Access the Assets Module:

    • Log in to your Perspio account.

    • Navigate to the Assets module from the main dashboard.

  2. Open Filter Settings:

    • Click on the Filter icon to open the filter settings panel.

  3. Select Asset Type:

    • In the filter panel, locate the Asset Type dropdown.

    • Select the desired asset type(s) from the list.

  4. Apply Filters:

    • Click Apply to filter the asset list based on the selected type(s).

  5. Review Results:

    • The asset list will update to display only assets matching the selected type(s).

Note: You can export the filtered list by selecting the List View and clicking on the Export button, choosing your preferred format (CSV or Excel).

Method 2: Utilizing the Condition Search Feature

The Condition Search feature allows for more advanced queries, including filtering assets by specific attributes like asset type.

Steps:

  1. Navigate to the Search Module:

    • From the main dashboard, go to the Search module.

  2. Initiate a New Condition Search:

    • Select Condition Search.

    • Click on New Condition to start building your query.

  3. Define the Condition:

    • In the condition builder, select the field corresponding to asset type (e.g., Asset Type).

    • Choose the appropriate operator (e.g., Equals, Contains).

    • Enter the specific asset type you are searching for.

  4. Execute the Search:

    • Click Run to execute the search.

    • The results will display assets matching the defined condition.

  5. Save or Export Results:

    • If this is a search you'll perform regularly, click Save to store the condition for future use.

    • To export the results, use the Export button and select your preferred format.

Method 3: Accessing Asset Types via API

For developers or users requiring programmatic access, Perspio provides API endpoints to retrieve assets by type.

Steps:

  1. Retrieve Asset Types:

    • Use the GET /assets/v3/types endpoint to obtain a list of all asset types.

  2. Filter Assets by Type:

    • With the desired asset type ID, use the GET /assets/v3/info endpoint, applying filters to retrieve assets of that specific type.

  3. Authentication:

    • Ensure you have the necessary API credentials and access tokens to authenticate your requests.

Note: Detailed API documentation and usage examples are available on the Perspio Developer Hub.

Conclusion

Identifying assets by type in Perspio can be accomplished through the user interface using filters and condition searches or programmatically via API endpoints. Leveraging these methods enhances asset management, reporting accuracy, and operational efficiency.

For further assistance or advanced use cases, please refer to the Perspio Help Centre or contact our Support Team.