Service Management - Contracts

[Hugo Rodrigues]

Hello Atlassian Community, we are currently looking for a solution for a portal for our customers to create tickets etc.

Jira Service Management looks like a good choice since we already use Jira Sofware, problem is that im not managing to configure Jira Service Management to work with our contracts.

Is there any way to configure a field on the help portal where a customer can choose its contracts?
What we want is when a customer is creating a ticket on the portal they can choose the contract that they want to use, but this must be linked to the customers / organization so they cant see all the contracts available only the ones they own.

Insight looked like it would be the solution but on Cloud its now called Assets and i cant seem to figure out if this could resolve our problem.

[Mark Segall]

Hi @Hugo Rodrigues and welcome to the community!

Assets will work for this, but you'll have a bit of overhead.

• Every customer will need to be captured within an object type
• Contracts would need to be captured in a separate object type with a reference to the customer
• Create a custom asset field against contracts with a Filter Issue Scope that provides a list of contracts where reporter = the contract customer.

There's still unfortunately not a lot of documentation on assets at this point, but here are a couple useful artifacts to help you get started:

• Create an Object Schema
• Create an Object Type
• What is a reference
• Creating an Asset Field