Need to configure the Asset Action in the Incident's related list without HAM Pro

NeethuB
Tera Contributor

3 weeks ago

Hi All,

In the Incident form, we have a related list called Asset Action where options like Swap and Retire are available. However, since the HAM Pro plugin is not enabled in our instance, these actions are not functioning as expected.

As the UI for these actions is still visible, we would like to explore whether we can implement this functionality using a Business Rule or custom script to handle the required logic.

Could you please guide us on how we can design and implement this flow without relying on HAM Pro? Any recommendations or best practices would be helpful.


 

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pr8172510
Giga Guru

3 weeks ago

Hi Neethu,

Yeah, this is expected behavior.

The Asset Action related list (Swap, Retire, etc.) is part of HAM Pro functionality, so without that plugin, you’ll still see the UI but the underlying logic (flows, validations, asset lifecycle handling) is missing — which is why nothing happens.

Can you replicate it without HAM Pro?

Yes, but it has to be fully custom-built — there’s no lightweight switch to enable it.

How you can approach it

1. Identify the underlying table

The related list is usually based on:

  • alm_asset_action (or similar depending on version)

You can:

  • Keep using this table
  • Or create your own custom table if you want full control

2. Replace OOTB actions with your own logic

Create custom handling using:

  • UI Actions (on Incident or Asset)
  • Or Flow Designer (recommended)

Example:

  • “Swap” → update old asset status + assign new asset
  • “Retire” → set asset state to Retired

3. Use Business Rules for backend logic

Create Business Rules on the asset/action table:

Examples:

  • On insert of action = “Retire”
    → update alm_asset.state = Retired
  • On action = “Swap”
    → link new asset to incident
    → update old asset status

4. Hide OOTB actions (important)

Since they don’t work without HAM Pro:

  • Remove or hide the default UI Actions
  • Replace them with your custom ones to avoid confusion

5. Optional: Add approvals / tracking

If needed, you can enhance with:

  • Approval flows
  • Audit/history tracking
  • Notifications

Important point

HAM Pro provides:

  • Lifecycle management
  • Financial tracking
  • Governance logic

Without it, you’re only recreating basic action handling, not full asset management.

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