insight

v.ezersky

Hi.

I’m just beginning to understand, and I have a few questions.

1. How can I create a user profile on an insider so that the user can see the list of devices that are attached to it?

2. How do I remind you when my license expires so I don’t miss the moment when the license expires?

3. How and how to configure it. Example. There is a license request. How can this license be attached to the jira request?

Thanks in advance!

Sam Nadarajan

Hello @v.ezersky and welcome to the Community!

Whew this is a loaded question so I'll do my best to be clear in my answer - I also don't know how much you have configured so skip over what you don't need.

You'll want to create at least 2 object types, one for staff and one for hardware. 

Your Staff Object Type should have the following attributes (at a minimum):

• Name (Text type attribute)
• User (User Type Attribute)

Here's an example of what your Staff Object Type may look like:

Your Hardware Object Type should have the attributes you need for tracking, plus a reference to the Staff Object Type. An example is below (note the User attribute row):

Next, you'll want to create a custom Insight Objects field and specify the AQL so it only pulls up hardware for the logged in user. An example is below:

The secret is in the Filter Issue Scope, it looks at the user attribute in the Employee Schema (which you have to get to using dot notation) and compares it to the reporter of the issue, this is what allows users to see/select their own hardware.

Your configuration may look a little different but this is more or less what you'd need to do to allow users to see/select their own hardware - for example in the customer portal.

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To set a reminder for when a license is about to expire, you can create a global automation rule that queries your software object type (note: you'll probably want another object type to track software). Your software object type should include an expiration date/renewal date or whatever you use to track. In your automation rule (note this must be global not scoped to a single project) you'll probably want something like this:

And here's an example email configuration if you wanted to email a group of people a list of the licenses expiring.

You could choose to email each user that has a license expiring, but then you'd have to change the "Lookup Objects" to "Branch with AQL".

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I don't think I am understanding your 3rd question, but you'd follow a process similar to above where you would need to create an Insight Objects custom field and have it query a specific schema/type to select an object on a Jira issue, such as a license request.

 

Hope this helps