Table of Contents
| Table of Contents | ||
|---|---|---|
|
...
Go to “General Settings / Assets search” to configure connection with Assets:
...
Click the “Configure now” button and fill in the Email and API Token fields:
...
When fill both fields in, the “Save Configuration“ button will be enabled and if the credentials are correct, you will see the success message:
...
You can refresh the connection status by clicking the “Refresh status“ button.
If the credentials are incorrect, you will see the corresponding notification:
...
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:
...
After the connection is successful, you can start configuring the Asset search field by clicking “+Add Asset search field“ button and defining the parameters.
...
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:
...
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:
...
| Info |
|---|
Even if not selected in the configuration, the Label attribute and the object key will always be visible in the Assets Info Sheet. |
| Info |
|---|
For the customer users, the object icons cannot be visible due to the permission limitations. The customer users will see the default object icons:  |
By checking the checkbox, you can select the object(s) in the field:
...
| Info |
|---|
To remove the view of the objects in the ticket, please delete the corresponding Linked Jira Asset Field from the app configuration (see the “Assets Display Settings” above). Unless the linked Jira Asset field is removed from the configuration, the selected object(s) will be visible in the request even if the field is removed from the corresponding screen in the Jira configuration. |
You can also enable reselecting the Assets objects from the customer portal. To do so, go to the issue view of the corresponding issue and click the “Better Search for Customer Portal” section in the sidebar:
...
Here, you will see the “Open customer edits on this form“ toggle, by turning of which on will make the Assets objects reselectable in corresponding request on the Customer Portal:
...
Once you reselect the object, the fields will be closed for edit until they are opened again with the abovementioned method.