AI
Openasset by Codex Solutions
19 min
openasset is a digital asset management and ai driven proposal management platform tailored for architecture, engineering, and construction firms, enabling streamlined asset organization and proposal workflows integrating with make com would automate asset handling and proposal processes, enhancing productivity for aec teams this is ai generated content based on official openasset documentation the content may still contain errors—please verify important information if you have questions, contact openasset support directly how to get support on openasset openasset is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=openasset\&app slug=openasset community\&app unique id=openasset a6x3hp requirements to use the openasset app in make, you must have an active openasset account and an authentication token, create your account on openasset app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect openasset and {{product name}} to get started, you must first create a connection between openasset and {{product name}} , allowing the two services to communicate you can connect using the following method token authentication token authentication instructions you need to create an authentication token and note the token id and token string login to your openasset platform using your credentials navigate to the security settings section of your openasset system locate the area labeled authentication tokens create a new authentication token note the generated token id and token string some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=openasset\&app slug=openasset community\&app unique id=openasset a6x3hp create the connection in {{product name}} log in in your make account , add the openasset module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your openasset or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page openasset modules after connecting to the openasset app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a new field add a new field to your database or form, allowing you to store and manage additional types of information create a new project creates a brand new project in your selected workspace, allowing you to organize and manage your tasks or resources efficiently delete a specific employee remove a particular employee from your system by specifying their details delete a specific field remove a particular field from your data, allowing you to clean up or customize your information by deleting the exact field you no longer need delete a specific file delete a specific file removes a particular file that you specify from your storage or system delete a specific project permanently remove a selected project from your account this module allows you to specify which project you want to delete, ensuring it is completely removed from your project list get all employees retrieve a complete list of all employees from your system, including their details get all fields retrieves a complete list of all available fields from your selected resource, making it easy to see what data you can work with get all files retrieves a complete list of all files from your selected source, allowing you to view and manage every file available in that location get all projects retrieve all projects this module allows you to fetch a complete list of all projects from your account, making it easy to view and manage your existing projects in one place get a specific employee retrieve detailed information about a particular employee by specifying their unique identifier get a specific field retrieve a particular field’s value from your data, allowing you to easily access and use just the information you need for your workflow get a specific file retrieve a particular file from your selected location this module allows you to access and download a specific file based on your chosen criteria get a specific project retrieve detailed information about a particular project by specifying its unique identifier this module allows you to access all relevant data for the selected project make an api call perform a custom api request to interact directly with the selected service, allowing you to access or send data beyond the standard modules update a specific employee update details for a specific employee this module allows you to update the information of a particular employee in your system you can modify fields such as name, contact details, job title, and other relevant employee data update a specific field update a specific field this module allows you to change the value of a particular field in your selected record simply specify which field you want to update and provide the new information—perfect for keeping your data accurate and up to date update a specific file update a specific file this module allows you to modify the contents of a particular file you choose use it to update or replace information in an existing file within your connected app or service update a specific project update details of a selected project this module allows you to modify information for a specific project, such as its name, description, status, or other relevant fields templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} openasset resources you can have access to more resources related to this app on the following links openasset website openasset documentation openasset api documentation openasset page on make