Let customers change assets
An Assets field lets customers choose Jira Assets objects for their request in the form on the customer portal, for example to update the office or the printer of a request. You limit the choice with an AQL query and decide which attributes customers see.
Before you start
- You are both an administrator of the service space and a service desk agent in it.
- You have a form. See Create a form.
- Your Jira site has an Assets custom field on the requests you want to change. The field has an object schema assigned in its configuration in Jira.
Configure the field in Jira too
Setting up the field in the form isn’t enough. The Assets custom field must also be configured correctly in Jira, with an object schema assigned. If the field has no object schema, selecting it in the form can cause errors.
Advanced edition
Assets fields are available only in the Advanced edition. On Standard, the field is marked ADVANCED PLAN and you can’t add it. A form that already has an Assets field keeps working and stays editable. See App Editions.
Steps
- Go to Space settings > Apps > Feature Bundle > Customer Actions and open the form.
- Open the Design tab, select Select object to add, and then select Field.
- In the Select field type dialog, select the Assets field and select Add field.
- Expand the card of the field and set:
- JQL and Description: as for other fields. See Create a form.
- AQL: the query that limits the assets customers can choose. To use the value of another Assets field of the form in the query, write
${customfield_ID}, where ID is the number of that custom field. Feature Bundle replaces it with the asset currently chosen in that field of the form, or the first one when several are chosen, or else with the value stored on the request. When neither exists, the text stays as it is. - Attributes displayed in the custom field: in Object schema, select the schema of the assets, and then select Add new attribute for each attribute customers see next to the name of an asset. The query searches only the schema you choose.
- Required and Display as read-only field: you can turn on only one of them.
- Select Save form.
Result
In the dialog of the form, customers see a drop-down with the placeholder Search assets…. It allows one asset or several, depending on the Jira field. Each result shows the name of the asset and the attributes you chose, separated by ” | ”. The selected value shows only the name. Customers can clear the field unless it is required. The text customers type is added to your query as a filter on the name of the asset. If the search fails, the list is empty.
