Asset custom field

Owned by Derya Özdemir
Last updated: May 27, 2024 by Derya Özdemir
5 min read

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

AIP allows you to add custom fields for your assets to any screen you want for Jira Core, Jira Software, Jira Service Management, and JSM customer portal. You can filter the custom field’s content by Asset Type(s) or saved filters.

You can define multiple custom fields specific to your Asset Types. For example, you can create a custom field for IT by filtering IT Asset Types and then create another custom field for Human Resources by selecting a saved filter for HR.

On this page:

On this page:

Create asset custom fields

For more information on creating custom fields, refer to the Atlassian documentation.

You can add multiple custom fields to Jira Service Desk customer portal and Jira issue create, view, and edit screens. Each custom field can contain different form assets. To create a custom field, follow these steps:

  1. Go to Jira Administration > Issues.

  2. Select Custom Fields from the menu in the Fields section.

  3. Click Add custom field.

    image-20240527-151326.png

  4. Click All in the left panel at Select Field Type popup.

  5. Select AIP Assets And Inventory Plugin Custom Field.

  6. Click Next. The custom field configuration appears.

    image-20240527-151625.png

  7. Enter Name for the custom field. For example, Computer Assets.

  8. Enter a Description if you want to show it under the custom field in Create/Edit/View screens.

  9. Click Create.

  10. Select the checkboxes of the screens on which this custom field will be displayed.

  11. Scroll down and click Update.

Configuring custom field content

Custom fields display all the assets of the system by default. You can limit the forms in the Custom Fields Configuration page. Here is how:

  1. Go to Assets > Settings > Custom Fields Configuration.

  2. Click Configure.

  3. Fill in the form.

  • Custom field contents: You can filter your custom field by:

    • Asset Types: Only displays assets belonging to specific types (e.g., Laptops, Servers). If you want to show all assets (default), select this option, and leave the box empty.

    • Asset Filter: If you want to show assets by a filter, click this option and select a filter. You can only select from system filters.

    • Reporter's Assets: Limits options to assets assigned to the issue reporter.

  • Multiple select: Allow users to choose multiple assets for the field. If you enable this, only the first asset of the custom field will be editable.

  • Show search assets button at Jira Service Management

  • Show selected assets button at Jira Service Management

  • Cascade asset custom fields:

    For hierarchical asset fields, configure a child custom field linked to a parent field using the Asset List by Asset Types attribute. Script for linking is required. Refer to this page for detailed instructions.

  1. Click Save.

Now, the custom field will display all assets or the assets of the selected Asset Types, filter, or reporter's assets. You can test it on the Issue screens.

Add asset custom fields to a request type for JSM customer portal

You can add multiple custom fields to the JSM customer portal and filter their content by Asset Type(s) or saved filters, allowing customers to provide additional information when submitting requests.

  1. Navigate to Jira Administration > Projects.

  2. Select a service project from the Project list. The Project settings opens.

  3. Select Request types.

  4. Choose a request type in which you want to use a multilevel structure, and click Edit fields. The Fields screen displays.

  5. Click Add a field.

  6. Select custom fields and click Apply to save your changes.

With these steps completed, the custom field will now be available for customers to use when submitting requests through the JSM customer portal.

Use asset custom fields in issue screens

Jira Software

View Issue Screen

View Issue Screen - Asset detail popup

View Issue Screen - Inline edit asset custom field

Create/Edit Issue Screen - filtering, searching, and multiple values are supported

Searching for assets and displaying selected assets (JSM and Jira Software)

Search for assets custom field

Searching for any field, filtering with Asset Types, filtering current user's related assets or assigned assets, and searching by system fields are supported.

List selected assets

Jira Service Management Customer Portal

Create customer ticket

Asset custom field supports the Jira Service Management customer portal. It is a searchable, auto-complete, and multi-select field.

 

View customer ticket

The asset custom field shows details of the selected assets on the Jira Service Management customer portal request view screen.

The info button opens the list of selected assets with all attributes.