Show assets based on the reporter - Custom field configuration

Learn how to create a custom field that will filter results from Assets based on the reporter. This will allow you to for example only show licenses or hardware that is related to the reporter when they submit an incident.
Everything from what you need in Assets to how you configure the custom field with AQL filters to get this effect.
Get your request forms filtered based on Reporter today!
#atlassian #jiraservicemanagement #assets #aql #customfields #filters

Пікірлер: 11

  • @willy_g27
    @willy_g272 ай бұрын

    Great videos on the Assets Jimi! Thanks for creating them.

  • @jimiwikmanofficial

    @jimiwikmanofficial

    2 ай бұрын

    Glad you like them :) Appreciate you taking the time to write such a kind comment :)

  • @TestAccount-ux5hs
    @TestAccount-ux5hs2 ай бұрын

    Great video helped a lot.....but can some automation be added to this so that no user input is needed whatsoever when they create a ticket/issue. I want to be able to use the jira automation so that it automatically recognises the reporter of the issue and gets their assets from a certain object type and pastes it into that assets tab for the jira screen. I assume this would not be too hard. If you can make a video on this, it would be amazing. Otherwise, love these videos man.

  • @jimiwikmanofficial

    @jimiwikmanofficial

    2 ай бұрын

    This can kind of be done using cascading fields. That means that one Assets field can show content based on what has been selected in another field. You can also have a User object scheme in Assets that is automatically set based on report and then from there you can click to show the object in the ticket, and you can see all connection to that. I will see if I can show this in future videos. Great question as well that inspires me to make more videos!

  • @TestAccount-ux5hs

    @TestAccount-ux5hs

    2 ай бұрын

    @@jimiwikmanofficial Notifications are on and waiting. Can't wait mate!

  • @jimiwikmanofficial

    @jimiwikmanofficial

    2 ай бұрын

    @@TestAccount-ux5hs Published here kzread.info/dash/bejne/imirzJKvpq2Wg8Y.html

  • @jordantingling6043
    @jordantingling60433 ай бұрын

    @Jimi Wilkman Can customers of an organization be added into the Assignee field? For example if you customers instead of yourself that have assets being managed in asset management with their specific "organization" as the "assignee". Is there a way to show assets based on that? So different customers can have their own assets and raise tickets on specifically those assets and no other.

  • @jimiwikmanofficial

    @jimiwikmanofficial

    3 ай бұрын

    You would need to have a customer object and connect the asset to that instead. Then you would need to recognize the reporter and connect them to the customer object. If your customers all exist within a single domain, then you can use the email to match against the customer object. I have a setup for Privacy that use this by splitting out the domain name from the email and matching it in an automation using "Company Email Domain" = {{reporter.emailAddress.split("@").last}}. In many cases customers have multiple organizations with one company though, so then it would be a bit trickier. It is a great question and I will see if I can solve it and show how it can be done. It might be as easy as just using the organization object in an automation....

  • @lionelwade7824
    @lionelwade78242 ай бұрын

    🏃 *Promo sm*

  • @numeristacom
    @numeristacomАй бұрын

    Would it be possible to share the setup of the Assignee field? I'm guessing through trial and error that it's Type= User and Type Value = users-yourProjectName?

  • @jimiwikmanofficial

    @jimiwikmanofficial

    Ай бұрын

    You want to make the query against the assignee instead of the reporter? You can find a list of the smart values to use from this page: support.atlassian.com/cloud-automation/docs/jira-smart-values-users/ And if you need other smart values than users, then you have a big list here: support.atlassian.com/cloud-automation/docs/smart-values-in-jira-automation/