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Adding assets to JSM customer portals

Adding assets to JSM customer portals

This page is about Assets & Inventory Plugin for Jira Cloud. Using Data Center? Click here.

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).

    image-20250209-225805.png
  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.

image-20250209-224844.png
Display asset details in portal view disabled
  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.

  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:

 

 

The ticket with the asset information will appear like this: