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This page is about Assets & Inventory Plugin for Jira DC. Using Cloud? Click here. |
Creating Your First Asset Type Scheme
Open the Asset Type Schemes section from the top-level "Assets and Inventory" menu.
Select a starting point:
“Create new asset type scheme” button: This option allows you to build a scheme from scratch.
The cog icon > “Create scheme from templates”: This provides pre-defined sample Asset Types to jumpstart your scheme creation.
Assign a descriptive name and optional description for your scheme.
Select a permission scheme.
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Do not forget to configure permissions of this new asset type scheme. Otherwise, only Jira Administrators can see and manage assets. |
Click Save to create it.
Adding Asset Types to Your Scheme
Once you have a scheme, it's time to populate it with specific asset types. Think of an asset type as a blueprint for individual assets within that category. Here's how to add them:
Step 1: Create asset type
Open the asset type scheme you want to add the new asset types to.
Click the Create new asset type button.
Define a new asset type from scratch, specifying its unique attributes (e.g., model, serial number, purchase date).
Or use“Clone from other asset type”:Save time by copying attributes from an existing asset type and modifying them for the new one.
Step 2: Add attributes to define your asset type
Attributes are the building blocks that define the specific details you want to track for each asset within a type. They are fields of an asset type, just like Jira Custom Fields. They are system-wide. For example, the “Employee” asset type can have attributes such as Employee ID, First Name, Last Name, National ID Number, etc.
There are three ways to add an attribute:
Select an attribute from the dropdown list, check or uncheck the “Required” option, and click Add selected Attribute.
If a required attribute isn't on the list, you can create it directly while adding the asset type. Click Not on list, create an attribute quickly and add to Asset Type.
Or you can explore a comprehensive list of available attributes for a wider selection. Click Open attributes on popup to select from list. Here you can select an already created attribute or create an attribute and add it to the Asset Type.
Creating an Attribute
Open the Attributes page.
Click Create attribute.
Give your attribute a name.
Select an attribute type. The attribute options are:
Options | Descriptions |
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Asset List | This attribute type allows users to select an existing asset from a list during data entry. |
Asset List by Asset Types | This attribute type allows users to select an existing asset type from a list. You need to select asset types to add. |
Cascading Dropdown | This type creates a dependent dropdown menu. The second dropdown's options are filtered based on the selection from the first dropdown. |
Checkbox | Use this for a true/false option or to allow selecting multiple choices from a limited set of options. |
Date Picker | This type allows users to select a date from a calendar interface. |
Date Time Picker | Similar to Date Picker, but allows selecting both date and time. |
Dropdown List | Provides a predefined list of options for users to choose from. |
Encrypted | This attribute type securely stores sensitive information. |
IP | This attribute allows users to enter an IP address. |
IPv6 | Specifically for entering IPv6 addresses. |
Jira Multiple Users Select | Enables selecting multiple Jira users from a list. |
Jira Organizations | Allows selecting Jira organizations. |
Jira Project | This attribute type provides a dropdown list of all Jira projects. |
Jira Project Components | Lets users select components associated with a specific Jira project. |
Jira Project Versions | Enables selecting versions associated with a specific Jira project. |
Jira Single User Select | Allows selecting a single Jira user from a list. |
Jira User Picker (Free text input is enabled) | Similar to Jira Single User Select, but permits manual entry of usernames if not found in the list. |
List Box | Similar to Dropdown List, but allows viewing multiple selections at once. |
List Box - Multiple | Enables selecting multiple options from a list. |
Number Float (with decimals) | This attribute type is for numerical values with decimals. |
Number Long (without decimals) | Use this for whole numbers (integers) without decimals. |
Radio Button | Provides a set of mutually exclusive options where only one can be selected. |
Text | This basic attribute type allows users to enter free-form text. |
Text Area | Similar to Text but provides a larger space for multi-line entries. |
URL | Enables selecting multiple options from a list. |
For more information on how to create an attribute, refer to this documentation.
Managing Your Asset Types
Once you've established your asset types, you can perform various actions to maintain them:
Drag and Drop: Reorder attributes within an asset type for a logical flow.
Delete Attribute: Remove unnecessary attributes from an asset type.
Set Required: Make specific attributes mandatory for all assets within that type (e.g., serial number).
Rename Asset Type: Change the name of an asset type for clarity (remember to re-index after renaming).
Delete Asset Type: Remove an asset type entirely if it's no longer relevant (re-indexing is required).
Moving Asset Types Between Schemes
As your asset collection grows, you might need to reorganize. The system allows you to move asset types from one scheme to another for better categorization. Don't forget to re-index your schemes after making these changes.
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Re-indexing: This process ensures the system maintains a proper order within your asset type schemes. The system might prompt you to re-index after specific actions; you can also do it manually for better organization. |