Adding and deleting configuration types and statuses

What this article covers: How to add and delete configuration types and statuses in IT Glue, including how sync states work, how to handle types that are in use, and answers to common questions.

It's handy to review your types and statuses from time to time to make sure they are still relevant and useful. The changes you make will propagate to drop-down fields and other areas of IT Glue.

For example, each time your team creates a configuration in IT Glue, they must specify a configuration type. Think of configuration types as categories of devices. It's very important that you take some time to make configuration types for your account that make sense for your business.

Both configuration types and organization types give you the ability to decide what kinds of data you want in your PSA and IT Glue. If an option is checked in the PSA sync settings in IT Glue, that type will be set to sync. If, at some point in the future, you uncheck one of the options, that type will still be in IT Glue but in a Disabled state.

To review what you are not using, go to Admin and choose the desired type or status under the Default Types group on the sidebar. Each type or status is listed as either Enabled, Disabled, or Not connected.

  • Enabled: Types and statuses that are actively syncing with your PSA.
  • Disabled:Types and statuses that are not actively syncing with your PSA.
  • Not connected: Types and statuses that are not and maybe never were connected to your PSA: probably because they were included in the app as standard values, or your team created the values from IT Glue and there is no connection to your PSA.

Example: The Sync column in Admin > Default Types shows the relevant sync state.

Example: The drop-down field on a configuration record reflects these states, showing only Enabled types by default.

Prerequisites

  • You must have Manager or Administrator level access to IT Glue.

Instructions

Adding types and statuses

Always set up new types and statuses from your PSA and then let them sync to IT Glue:

  1. Create the new type or status in your PSA. Wait for it to sync to IT Glue, or run a manual sync.
  2. From IT Glue, navigate to Admin > Integrations.
  3. Click Sync Settings from your PSA's Actions drop-down.
  4. Select the checkbox next to the new type or status.
  5. Click Save.

NOTE  Checking a type or status will only sync it into new configurations or organizations where both the type and status are set to sync.

Deleting types and statuses

NOTE  Make all your changes from the PSA side first and let them sync to IT Glue.

Before you delete, check whether the type is in use:

  1. Navigate to Global > Assets to review which configurations are currently assigned to the type you want to delete.
  2. If configurations are using that type, reassign them to a different type before proceeding. IT Glue will not allow you to delete a type that is currently in use.
  3. Once no configurations are assigned to the type, navigate to Admin > Default Types.
  4. Locate the unused type or status.
  5. Delete it.

What happens when you delete a type or status:

  1. That option is removed from drop-down fields throughout IT Glue.
  2. That type or status is removed from the Manage Data screen.
  3. That type is removed from the Global > Assets screen.

Troubleshooting can't delete a type of status

If IT Glue won't let you delete a type, the most common cause is that one or more configuration records are still assigned to it. To resolve this:

  1. Go to Global > Assets and filter by the type you want to delete.
  2. Open each configuration and change its type to an active, valid type.
  3. Once all records have been reassigned, return to Admin > Default Types and delete the type.

If the type still cannot be deleted after reassigning all records, contact IT Glue Support.

Common Questions

Why do I have several configuration types listed as "not connected"?

Included in the app are the following configuration types that are standard types for anyone who is not using a PSA. Keep in mind that only the types and statuses that your PSA supports should be used if you want the record to sync.

After you sync with your PSA, these standard types will be listed as "Not Connected." You can review what's being used from the Global > Assets screen, and if they're not being used, they can just be deleted from IT Glue (from Admin > Default Types).

Backup Peripheral Switch
Cloud Printer Tablet
Email Renewal Telephone
Exchange Router VM
Laptop Server Website
License Smartphone Wifi
Other SSL Workstation

NOTE  Only use types and statuses that your PSA supports if you want the record to sync.

Can I connect some of these disconnected types to my PSA?

If someone adds a type or status with the exact same name to your PSA, it may map to the one that already exists in IT Glue. For this to work, the type or status would need to be associated with items (organizations or configurations) that are currently syncing with IT Glue.

The same applies to product manufacturers and models: if new manufacturers and models are added directly to IT Glue, you can map them to your PSA's manufacturers and models by adding the exact same names to your PSA. After the next sync, they should be connected.