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Can you specify what to select in a custom field which changes depending on earlier selections?

Christopher Taylor_g2ybhg

I working on the Insight Asset Management tool. I am trying to create a custom field where you can select a certain customer/company/Organisation and then later in the field you select the assets only associated with those customers/company/organisation.

Here is an example

We have 2 sets of Organisations, Org A and B. Each organisation has some assets, Org A has asset A1,A2,A3 , Org B has assets B1,B2,B3. So lets say asset A1 needs to be serviced and we need to let the Organisation know. Therefore we log a ticket in JIRA. In the ticket I want to select which organisation this will affect. This will be ORG A. Then I want to select which assets needs to be serviced, which will be asset A1. The issue i have is i would like to have the asset selection dependant on which Organisation i selected earlier. So because i select ORG A earlier in the field, I want to only display the assets from Org A (A1,A2,A3). So when i select ORG A earlier I would only want a selection of A1, A2, A3 and not A1, A2, A3, B1, B2, B3. This is so the agent logging ticket won't accidentally select B2 for an issue with ORG A as this could be a data protection breach.

Is there a way to do this in a custom field? Using Smart values or anything.

Accepted answers

Andrea_1cqcdz

Hi @Christopher Taylor 👋

Assuming both Organisations and Assets are Insight objects, you should be able to use the Filter Issue Scope IQL in your Insight custom field configuration to set up the use case you've described above.

See https://community.atlassian.com/t5/Jira-Service-Management-articles/Announcing-Filter-Issue-Scope-for-Insight/ba-p/1737942 for details and an example.

Let me know how you go!

Andrea

All comments

Andrea_1cqcdz

Hi @Christopher Taylor 👋

See https://community.atlassian.com/t5/Jira-Service-Management-articles/Announcing-Filter-Issue-Scope-for-Insight/ba-p/1737942 for details and an example.

Let me know how you go!

Andrea

Christopher Taylor_g2ybhg

Hi @Andrea

I do not really understand what these 2 "filters" are filtering. It seems as though the Object must be referenced to a user? I would like to select an Organisation (which is an insight Object type) and then select an asset which is only associated with that organisation.

Christopher Taylor_g2ybhg

I've created an insight custom field but struggling with the filters

Andrea_1cqcdz

@Christopher Taylor It is a bit confusing. There are two filters.

Filter scope filters the Insight objects shown when searching on the field based on data within Insight (e.g. the object type, the attributes).

Filter issue scope filters the Insight objects shown when searching on the field based on information on that specific issue (e.g. the reporter, the assignee, the value of other Insight custom fields).

One use case for filter issue scope is to filter to objects for the user assigned to, or reporting the issue.

Another use case is to filter objects based on the value in another Insight custom field (which sounds like your use case). This case is covered in the article I linked under "other examples". There is further documentation here: https://support.atlassian.com/jira-service-management-cloud/docs/configure-the-insight-object-field/

This uses an example of "Model" and "Manufacturer" that I think is the same as what you'd like for your "Asset" and "Organisation" set up.

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