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Table of Contents

Table of Contents
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Go to “General Settings / Assets search” to configure connection with Assets:

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Click the “Configure now” button and fill in the Email and API Token fields:

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When fill both fields in, the “Save Configuration“ button will be enabled and if the credentials are correct, you will see the success message:

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You can refresh the connection status by clicking the “Refresh status“ button.

If the credentials are incorrect, you will see the corresponding notification:

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You can also delete the connection by clicking the “Delete configuration” button after clicking the “Edit Configuration” and by confirming the deletion in the confirmation popup:

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Info

The Better Search in Customer Portal does not create Assets custom field and it should be created and configured with JSM native functionality to be displayed on the Customer Portal. In the Jira custom field configuration, you need to select the object schema, where the search field will search the objects and the attributes , that need to be searched and displayed. See the following link for the instructions: Set up the Assets objects custom field | Jira Service Management Cloud.

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After the connection is successful, you can start configuring the Asset search field by clicking “+Add Asset search field“ button and defining the parameters.

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After all the mandatory fields are filled, you can add another Assets field by clicking the “+Add another field“ button or click the enabled “Save Configuration“ button to save the field:

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If you decide to add another field, a new section will appear with the same fields (if the mandatory fields are not filled, the section will be red in color):

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Clicking anywhere on the field box will expand the fields that need to be filled.

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To delete the section, use the “delete“ icon on the right side of the section. You will see the confirmation popup:

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Info

You can add up to 20 Asset fields (i.e. sections) in one Asset search field!

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  1. Create an Assets custom field “Country“ with the following Filter Scope (AQL):

    1. obectType = Country

  2. Create an Assets custom field “City“ with the following Filter Scope (AQL) and Filter issue scope (AQL):

    1. Filter Scope (AQL): objectType = City

    2. Filter issue scope (AQL): object HAVING outboundReferences(objecttype = Country AND objectId IN (${customfield_10182${0}}))

      1. where customfield_10182 is the ID of the Country custom field

  3. Create a Request Types for countries (e.g. “Request for USA offices“)

  4. Go to the Better Search app, create an Asset search field, and define the Project and the Request Type for a certain country.

  5. In the Assets Display Settings, add 2 fields:

    1. For Country

      1. Fill the mandatory and optional fields (if needed): Display name, Placeholder, and Description.

      2. Select the “Country” custom field in the Linked Jira Asset Field.

      3. Select an attribute in the “Display and search across these attributes in the custom field” (e.g. Label)

      4. Select the default response for the Request Type (e.g. USA)

      5. Toggle the “use Default response and hide from portal“ on.

    2. For City

      1. Fill in the mandatory and optional fields (if needed): Display name, Placeholder, and Description.

      2. Select the “City” custom field in the Linked Jira Asset Field.

      3. Select an attribute in the “Display and search across these attributes in the custom field” (e.g. Label)

      4. Leave the default response empty.

      5. Leave the “use Default response and hide from portal“ toggle off.

      6. Toggle “Required“ if needed.

  6. Save configuration.

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As a result, while creating a request in the “Request for USA offices” request Type, the customer will see only one Asset field (City) with the cities related to the USA Obejct Object Type:

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You can add up to 20 cascading fields with various relation relations between each other.

When the field is added, you can see it in the list under “Assets search” from the left menu:

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From here you can view the name and status of the field and the user who created it. You can go to the configuration of the field by clicking the “Edit“ button, or delete the field by clicking the “Delete“ button. You will see the confirmation popup and the notification in the bottom left corner of the screen when the field is successfully deleted:

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Assets search on the Customer Portal

Info

The Better Search in Customer Portal does not create Assets custom field and it should be created and configured with JSM native functionality to be displayed on the Customer Portal. In the Jira custom field configuration, you need to select object schema, where the search field will search the objects and the attributes , that need to be searched and displayed. See the following link for the instructions: Set up the Assets objects custom field | Jira Service Management Cloud.

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