Working with Asset Lists

How to create and use Smart and Static asset lists in Plytix

Asset lists help you organize your assets into usable segments. Use them for internal management, exports, or E-Catalogs to set up the file sharing section. There are two types of lists: Smart and Static lists. This article explains what they are, and shows you how to create and manage them.

 

Creating a Smart Asset List

Creating a Static Asset List

Removing Assets from a Static List

Loading an Asset List

Renaming an Asset List

Deleting an Asset List

 

 

ℹ️  Check out our article on how to create Smart and Static Product lists

 


Creating a Smart Asset List

Smart Lists use filters to define the contents of the list. This means the system will automatically add and remove assets based on if they meet the filter conditions you set. 

 

ℹ️  Smart Lists will auto-update based on the conditions you choose. 

 

There are two places from where you can create a Smart list:

Asset Overview

Asset Lists Overview

How to create or Update a Smart Asset list from Asset Overview

Asset Overview is where you can see all the Assets you have in Plytix and filter through them.

asset detail smart list

 

  1. Click on "Assets" in the top navigation menu
  2. Select "All assets" from the dropdown
  3. Add filter conditions on the left Filters menu
  4. Click "Save filters"
  5. Choose a list to update OR click "Create new list" and name it
  6. Click "Save

 

How to create or Update a Smart Asset list from Asset Lists Overview

You can also create and manage lists from the Asset Lists Overview. 

 

asset lists smart list

 

  1. Click on "Assets" in the navigation menu
  2. Select "Lists" from the dropdown
  3. Click on "Create a list
  4. Choose Smart lists
  5. Name your list (you can always change this later)
  6. Hit "Save" (You will be taken to the list detail area)
  7. Click the "+" icon to the right of Attributes on the left side menu.
  8. Choose the conditions you want to filter your assets by.

 

ℹ️ The filters added are automatically saved and your selection will be shown in the table area to the right. 

 


Creating a Static Asset List

Static Lists are based on assets that you hand-pick. Assets in a Static Lists are added and removed manually. 

 

ℹ️  Static lists do not update automatically. 

 

You can:

Create a Static list from the Asset List page

Add Assets to a Static list from the Asset Overview page

How to create or Update a Static Asset list from Asset List 

 

 

  1. Click on "Assets" in the navigation menu
  2. Select "Lists" from the dropdown
  3. Click on "Create a list
  4. Choose Static 
  5. Name your list (you can always change this later)
  6. Hit "Save" (This will take you to the new list's detail area)
  7. Click on "+ Link assets" to add Assets to this list
    static-asset-list
  8. Choose the assets you want to add 
  9. Finish by clicking "Link" at the top right of the popup window

 

How to  add Assets to a  Static List from the All Assets page

link assets to static list

From the Asset Overview page: 

  1. Click to select assets (you can use filters to narrow your search)
  2. Click "Link to..."
  3. Choose "Static List" from the dropdown
  4. Select the Static List you want to add the assets to
  5. Click "Link to list"

 

ℹ️  This will only allow you to link existing assets within the system. If you need to import more assets, then head over to the Asset Overview.

 


Removing Assets from a Static List

unlink asset

  1. Select the assets you want to remove
  2. Click "Unlink
  3. Confirm by clicking "Unlink" in the popup window


Loading an Asset List

Find Assets quicker by loading a pre-created list.

load asset list

  1. From Asset Overview filters menu click on "Load list
  2. Choose a list from the dropdown
  3. click "Load"

You can now view all the assets in that list.


Renaming an Asset List

Rename asset list

You can rename an Asset List from the list's details page: 

  1. Click on the pencil icon that appears to the right of the list name.
  2. Type in the new list name
  3. Click the checkmark to save.

 


Deleting Asset Lists

You can delete an Asset List from the Asset Lists Overview page.

Deleting asset lists

  1. Choose the list you want to delete by checking the box next to the list name
  2. Click the "delete" button that appears to the right of the search bar 
  3. Confirm you want to delete by typing "DELETE" and click the "delete" button on the top right of the window

 


What's Next?

 

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