API Name: ITAM_App__Category_Connection__c
The Category Connection object serves as a junction object that enables a many-to-many relationship between Asset Units and Asset Categories in the IT Asset Management system. This structure allows each Asset Unit to belong to multiple categories, and each category to include multiple assets.
By managing category connections explicitly, the system supports flexible and scalable asset classification, useful for reporting, filtering, and operations such as asset transfers or audits.
🔧 Key Functionalities
- Connects Asset Units to one or more Asset Categories.
- Supports dynamic, purpose-driven asset grouping (e.g., Loaner Devices, Executive Equipment, High-Security).
- Enables multi-category tagging for each asset, improving filtering and visibility.
- Powers category-based search and filtering in other objects, including Asset Transfers.
✅ Tips & Best Practices
- Use Category Connection to enrich asset metadata without altering the core structure of Asset Units.
- Create connections during asset onboarding to streamline future operations like transfers or reporting.
- Leverage the category filter when selecting assets during Asset Transfer processes.
- Keep descriptions meaningful if connections represent temporary or policy-based assignments (e.g., Short-Term Loan, Confidential Hardware).
Field Label | Field API name | Type | Help Text |
Category Connection Name | Name | STRING (80) | |
Asset Unit | ITAM_App__Asset_Unit__c | REFERENCE (ITAM_App__Asset_Unit__c) | |
Asset Category | ITAM_App__Asset_Category__c | REFERENCE (ITAM_App__Asset_Category__c) | |
Description | ITAM_App__Description__c | TEXTAREA |