Adding assets to JSM customer portals

Adding assets to JSM customer portals

By adding assets to the JSM customer portal, customers can select the assets associated with their requests and view their details, allowing for better communication and faster issue resolution.

This documentation outlines the steps involved in adding assets to JSM customer portals using the asset custom field.

Prerequisites

Before you proceed with adding assets to your JSM customer portal, ensure that you have:

  • Jira Service Management (JSM) project access with administrative permissions.

  • Created an asset custom field. Here’s how.

Add assets custom field to the JSM customer portal

To add the asset custom field you’ve created to the JSM Customer Portal, follow these steps:

  1. Open your JSM project.

  2. Navigate to Project settings.

  3. Click Apps > Assets settings (AIP).

    Assets and Inventory Plugin for Jira Cloud JSM customer portal with asset field configuration interface
  4. Optionally, check the box for Display asset details in portal view. When this option is enabled, customers will see only the asset names in the customer portal view.

Assets and Inventory Plugin for Jira Cloud customer portal request form showing asset selection
Display asset details in portal view disabled
Assets and Inventory Plugin for Jira Cloud portal setup with asset type configuration panel
Display asset details in portal view enabled
  1. Click the Edit fields button next to the request type for which you want to add the asset custom field. The Configure request type dialog page appears.

For example, you can add an Affected Assets custom field to the Get IT help request type.

  1. Select the asset custom field you’ve created.

    Assets and Inventory Plugin for Jira Cloud customer portal field mapping configuration
  2. Click Save Changes.

Now, when customers and users want to raise a ticket and select the request type you’ve set the asset custom field for, the asset custom field you’ve just added will appear like this:

Assets and Inventory Plugin for Jira Cloud portal integration settings dashboard

 

Assets and Inventory Plugin for Jira Cloud portal asset field display options

 

The ticket with the asset information will appear like this:

Assets and Inventory Plugin for Jira Cloud customer portal with configured asset fields

 

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