TABLE OF CONTENTS

• Bespoke Items Module Overview
  • User Interface
  • Toolbar
    • Viewing Link Counts for Bespoke Items
    • Manually Creating a New Bespoke Item
  • Using the Context Menu
    • General Context Menu Functions
      • Overriding Deployment Unit Information
    • Bulk Copying Field Information from the Grid
    • Adding Links to Applications, Devices, Mailboxes, or Bespoke Objects
    • Adding Complex Link Information Between Items
  • Further Support

Bespoke Items Module Overview

User Interface

The Bespoke Items module uses the Common Grid Layout, consistent with other modules such as Applications, Users, Deployment Units, and Defects. For information on general grid functionality, see Common Grid Functionality.

Bespoke Items can be configured to track virtually any item required for your project. Field names can be customised during project setup via the admin section. Typical examples include documents, office desks, telephones, SIM cards, or data centre racking. The module allows you to link Bespoke Items to Users, Devices, Applications, and Deployment Units.

Toolbar

Viewing Link Counts for Bespoke Items

To display counts for related Applications, User Migrations, Mailboxes, or Devices:

1. In the Ribbon, locate the Link Counts section.
2. Click on Applications, User Migrations, Mailbox, or Devices as required.
3. A count column will appear in the grid for the selected association.

Manually Creating a New Bespoke Item

Although Bespoke Items are usually created using the Import Tool, you can manually add them as needed. Note that each new Bespoke Item requires a universal licence.

1. Click the New button in the toolbar.
2. Enter values for Bespoke Name 1 (mandatory), Bespoke Name 2, and Bespoke Name 3.
3. Select the Process and Sub Process to assign the item. Defaults are pre-selected.
4. Click New to create the item.

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Using the Context Menu

The right-click context menu on the grid provides multi-select capabilities. Select single or multiple items using mouse and keyboard shortcuts, then right-click to access the menu.

General Context Menu Functions

• Open Details: Display the Details tab for selected items; can open in a new tab or window.
• Links: Add links to Applications, User Migrations, or Devices.
• New Note: Attach a note to one or more items. Notes appear in the Details tab.
• New Task: Create a task for the selected items. Tasks are visible in both the Task tab and the Tasks module.
• Move to Process: Change the Process and Sub Process for selected items.
• Deployment Units: Add or remove Deployment Unit information. Deployments can be overridden where required (see section below).
• Blueprints: Add or remove Blueprints for Bespoke Items. For more information, see Blueprints Overview.
• Teams: Assign team members (e.g., engineers, delegates) to items.
• Update Fields: Bulk update fields such as text, dropdown, and date values from the Details tab.
• Update Custom Form: Bulk update Custom Form data for multiple items. See Custom Forms for more information.
• Copy: Bulk copy data from one or more fields to the clipboard.
• Lock: Lock or unlock items, preventing further changes.
• Archive: Move items to an archived state. Archived items are only visible in the Segments\Other Filters\Archived view.
• Delete: Mark items for permanent deletion. Prior to permanent deletion, they are viewable in the Segments\Other Filters\Deleted view and can be undeleted via the context menu.

Note: Deployment Unit actions in the context menu are only available if enabled via Administration → Devices → Self Schedule & DU.

Overriding Deployment Unit Information

You can override Deployment Unit assignments for one or more Bespoke Items:

1. Select the checkboxes for the required items.
2. Modify the deployment information as needed.
3. Click Update.

Use the override function only when necessary for exceptional cases.

Bulk Copying Field Information from the Grid

To copy multiple field values:

1. Select the required Bespoke Items.
2. Right-click and select Copy from the context menu.
3. Choose the fields to copy to the clipboard.

Copy Options:

• Copy No Header
• Copy Comma Delimited
• Copy Space Delimited

Adding Links to Applications, Devices, Mailboxes, or Bespoke Objects

Links can be created automatically or manually. To add links manually:

1. Select the Bespoke Items to update.
2. Right-click and select Link Applications... (or the relevant link type).
3. Search for the Application, Device, Mailbox, or Bespoke Object.
4. Select the item from the grid.
5. Click Create Links.

The Create Links button provides additional options depending on enabled modules and link types. See below for complex link scenarios.

Adding Complex Link Information Between Items

To create a link chain (e.g., Device → Application → User Migration):

Example Scenario: Device LONPC001 has application Adobe Acrobat installed for user John Smith.

Steps:

1. In the Devices grid, select LONPC001.
2. Right-click and choose Add Links\To Applications.
3. In the Applications chooser, search for and select Adobe Acrobat. Use the down arrow on the Create Links button for more options.
4. Choose Additional Links to User Migrations.
5. In the User Migration chooser, select the appropriate migration(s).
6. Click Create Links to complete the chain.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or submit a support request.