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Integration with Assets

You can set up Asset object representations related to the selected customer by following these steps:

  1. Open the Customer Card Configuration in the App menu and navigate to the Assets tab.

  2. Select the workspaceId you want to use.

  3. Write an AQL filter.

In the AQL Template field, write a common AQL filter using the provided variables: emailAddress, phoneNumber, and reporter (display name). These variables are used to filter data based on the selected customer. The filtered objects will be displayed in the Assets tab of the customer card.

Use the IN operator for the phoneNumber variable, as a customer may have more than one phone number.

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Integration with Assets

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