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Embed an Assets field in a customer-facing request form

Outcome
Your team will be able to link Assets data to a customer request to expedite resolutions.
Processes
Note: Atlassian Cloud products use Assets Query Language (AQL). Atlassian Data Center products use Insight Query Language (IQL). Your deployment type determines what the UI will display.
  • Create an Assets object field
  • Configure the field
  • Add to screens and select what to show
  • Review AQL
  • Update and test AQL for the field
  • Configure field usage
    • Practice area(s)
    Service configuration management, request management, change enablement, incident management, and problem management
    Product(s) in scope
    Jira Service Management (Premium or Enterprise)
    Role(s)
    Technical SME, Incident Manager, Problem Manager, Change Manager, Technical Lead, Team Member, and Administrator
     
    Step
    Process
    Notes/References
    1
    Create a custom field of the type Assets objects field.
    Set up the Assets object field
    2
    Add it to the appropriate project screens.
    Set up the Assets object field
    3
    Set up the field configuration and select the object schema that will populate the field values.
    Set up the Assets object field
    4
    Tip: If you use Atlassian Data Center products, the UI labels might be slightly different (for example, Insight Query Language (IQL) instead of AQL).
    (Optional) Enter an AQL query in the Filter scope (AQL) field to define which objects should be shown. You can use this field to filter Assets objects based on their attributes in Assets.
    (Optional) Enter an AQL query in the filter issue scope (AQL) field to define which objects should be shown. You can use this field to filter Assets objects based upon the values from other fields in Jira Service Management.
    (Optional) Select Display a default object when this field appears in a customer portal if you want the Filter Issue Scope (AQL) field to be filled with a default object when the field appears in a portal.
  • Set up the Assets object field
  • Use Assets Query Language (AQL)
    • 5
    Select the Assets attributes that users can search for and those that will display in the Issue view.
    Set up the Assets object field
    6
    Save your configuration.
    Set up the Assets object field
    7
    Add the field into the request forms via portal request administration, be sure to set them as visible (as needed).
    Set up the Assets object field
    Create a complex portal form

    Previous step:

    Next step:

    Allow for approvals in a workflow

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