Customer Plans
🪟PowerShell🪟Windows🍻Script Share
This one's got a few moving parts, so strap yourselves in.
I've just setup some placeholder plans so you will need to substitute them for your own and update accordingly.
Tags are only updated every 6 hours so please take that into account.
First of all go to Settings>CRM>Custom Fields and create a Dropdown field called CustomerPlan.
Here you define each of your plans, and I suggest having a None plan that you can use as a default until you sort everything out.
Next go to Settings>Asset>Custom Fields and create a Dropdown field called AssetPlan
Here we define the same plans plus another called 'Inherit from Client'
This will be our default plan as we just want to use this field as a device override.
Next goto Settings>Asset>Policy Tags
Now we need to create a Tag for each of our plans.
For the Expression we will use the Registry Key.
Condition: Equals
Path: HKEY_LOCAL_MACHINE\SOFTWARE\Gorelo\Custom\Plan
Value: <PlanName>
Repeat for all remaining Plan names.
<Continued in post below due to character restrictions>
I've just setup some placeholder plans so you will need to substitute them for your own and update accordingly.
Tags are only updated every 6 hours so please take that into account.
First of all go to Settings>CRM>Custom Fields and create a Dropdown field called CustomerPlan.
Here you define each of your plans, and I suggest having a None plan that you can use as a default until you sort everything out.
Next go to Settings>Asset>Custom Fields and create a Dropdown field called AssetPlan
Here we define the same plans plus another called 'Inherit from Client'
This will be our default plan as we just want to use this field as a device override.
Next goto Settings>Asset>Policy Tags
Now we need to create a Tag for each of our plans.
For the Expression we will use the Registry Key.
Condition: Equals
Path: HKEY_LOCAL_MACHINE\SOFTWARE\Gorelo\Custom\Plan
Value: <PlanName>
Repeat for all remaining Plan names.
<Continued in post below due to character restrictions>
