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I apologize ahead for the novel below.
After quite of bit of research and homework, I have been able to get Jira Insight to work (mostly) the way i want. However there is a missing piece that would complete the puzzle perfectly that i cannot find.
I have created 2 Schemas as outlined below
Both schemas have objects. and i have been successful in mapping a custom field to User using automation. so currently, when a request is received, the reporter is looked up, matched against the Jira Username filed, and that specific user info is displayed in the ticket. I was able to get that piece working very well.
What i would like to do next is based on the user info above, if a user is assigned a computer in the Inventory schema, i would like the computer information that matches that user to display in the ticket as well. Seems simple on the surface, but i cannot seem to get the right combination of attribute field settings, references, custom field configuration (context and filters) and/or automation to get the information to display in the ticket.
i would be happy to provide screenshots and other data if needed. Also, i am a JQL and IQL noob (non-dev type), so please bear that in mind as well
Any assistance or advise would be highly appreciated. This is the last step in getting my out of date and clunky web-based asset management system impported into Jira for better tracking and use by my techs.
Hello @Marc Blascak
In your asset management schema, you'll want to have an Object reference attribute to your employee schema. For example, in my hardware object type, I have an attribute called "User" that is an object reference to the Employee object type:
On my employee object type, I have a "Jira User" attribute which is basically a user field:
Now, on your different pieces of hardware, etc you'll want to set that user attribute field so you know who "owns" or is "using" the inventory.
Next, you'll want to create an "Insight Objects" custom field in the Custom Fields area. In my case, I have a "My Hardware" field that will automatically limit the options in the field to just the hardware that is "owned" by the user raising a request. So if I am raising a request, if I own 1 computer, 1 monitor, and 1 keyboard, those options will appear for me, and I won't get to see the list of all the hardware that is out there in Insight.
Here's the IQL configuration:
Couple of things to note:
Hope this helps
thanks for the detailed response!!! you have almost the exact same config and schema as i have set up. i will test this out for sure and get back to you.
one quick thing. we don't (at this point) have the users submit their requests with the computer info via the portal (although we will eventually get to that point). As we have it set now, they submit a ticket via the portal, email or phone call, and when the issue is generated, that's when the custom user field and computer fields would be populated. i created a custom screen, with a user info tab and a computer info tab (to keep the issue screens less cluttered for my techs. Just wanted to clarify in case that makes a difference in your response as well.
i attached some screen shots to clarify my side, and show what is working and what isn't. the first 2 are the user info custom field in the issue screen, along with the custom field config (which works perfectly), the second 2 are for the computer info custom field in the issue and its configuration, which isn't.
thank you again!