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Insight field to autopopulate based on previous insight field

Hi Team,

We are building a Asset management system, where we have used Insight as CMDB to store our data. I have created insight object fields to pull the data using Insight.

Data is being pulled correct, but now I would want it to function in a way If I select Part ID, Part name and Department that part belongs to should autopopulate in other related insight object field. Part Name and Department details are attribute of Part Object Only, ALso the department and division details are available on referenced objects. Please help how we can autopopulate the related data using Insight object field. If there is Automation required, please suggest how this can be achieved .

2 answers

1 accepted

In this question, you refer to a Part object type. When you say "department and division details are available on referenced objects", I'm going to call that a Team object type.

The "Part" object type should have these attributes:

  1. Name: Default text attribute
  2. Part ID: Text attribute
  3. Team: Object (Team) attribute: (I suggest setting the minimum cardinality for this attribute to 1 to make this field required)

The Team object type should have these attributes:

  1. Department: Text attribute
  2. Division: Text attribute

You should have these custom fields:

  1. Part: Insight object/s field.
  2. Part Team: Insight object/s field.
  3. Part ID: Text (single-line) field.
  4. Part name: Text (single-line) field.
  5. Department: Text (single-line) field.

You will need to use an automation to autopopulate these fields. The automation should be:

1. When Value Changes for "Part" field:

2. Edit issue:

  • Part Name: {{Part.Name}}
  • Part Team: {{Part.Team}}
  • Part ID: {{Part.Part ID}}
  • Department: {{Part.Team.Department}}

Hope this helps!

Thank you  , it really helped.

Yes we were able to achieve it ,using {{object.(attribute name)}}.

Also followed below link to learn ,ore on Insight Smart values and how can we pull the values. 

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