Openasset by Codex Solutions

openasset is a digital asset and proposal management platform for aec firms, offering centralized asset storage and ai powered proposal tools integrating with make com enables automated workflows, streamlining asset management and proposal generation for marketing and project 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 https //openasset com/ 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 api token, https //openasset com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/openasset community/ 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,username/password (via c# rest library) token authentication instructions you need to create an authentication token and retrieve the token id and token string login to your openasset platform using your credentials navigate to the security settings of your openasset system locate the section labeled authentication tokens create a new authentication token make note of the token id make note of the token string username/password (via c# rest library) instructions you need to obtain your username and password credentials for authentication login to your openasset platform using your user credentials locate your username, which is required for authentication locate your password, which is required for authentication 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 record, allowing you to store additional information as needed create a new project creates a brand new project, allowing you to organize and manage related tasks, files, or activities within your workspace delete a specific employee permanently remove a particular employee from your system by specifying their details this module helps you delete the selected employee’s record from your database delete a specific field remove a particular field from your data, allowing you to delete only the information you no longer need while keeping the rest of your data intact delete a specific file delete a specific file this module allows you to permanently remove a particular file from your storage by specifying its exact location or name delete a specific project remove a particular project from your account by specifying which one you want to delete get all employees retrieves a complete list of all employees from your system, allowing you to view detailed information about each team member get all fields retrieves a complete list of all available fields from your selected resource, helping you see what data you can work with in your scenarios get all files retrieves a complete list of all files available in your account, allowing you to view and manage your stored documents easily get all projects retrieve a complete list of all your projects, including their details, from your account get a specific employee retrieve detailed information about a particular employee get a specific field retrieve a particular field’s value from your selected data, allowing you to easily access and use specific information within your scenario get a specific file retrieve a particular file from your chosen service, allowing you to access its contents or use it in your automated workflows get a specific project retrieve detailed information about a particular project by specifying its unique identifier this module helps you access all the key details related to a specific project in your account make an api call this module allows you to connect directly to a specific api endpoint of your choice, giving you the flexibility to send custom requests and retrieve data or perform actions that may not be available in the standard modules update a specific employee update the details of a specific employee in your system, such as their name, contact information, or job title update a specific field update a specific field this module lets you modify the value of a particular field in your chosen record simply select the record and specify which field you want to update, and the module will handle the rest for you update a specific file update a specific file this module allows you to modify the contents of a particular file in your chosen location you can select the exact file you want to update and apply your changes directly, making it easy to keep your files current and accurate update a specific project update details of a selected project, allowing you to modify its information based on your preferences templates you can look for more templates in https //www make com/en/templates , 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 https //openasset com/ https //success openasset com/en/ https //developers openasset com/#introduction https //www make com/en/integrations/openasset community