Configuring AssetIT Panels

Owned by Emily @ DevSamurai
Last updated: Nov 21, 2024
4 min read

Only Jira Project Admins can enable and configure AssetIT Panels.

https://youtu.be/gUiDbtNfPv4


For Jira Business and Jira Software projects:

The configuration process is identical for both Jira Business and Jira Software projects.

image-20241107-083215.png

1. Asset Booking Panel

The Asset Booking panel allows users to request assets directly from AssetIT without leaving the Jira issue. This simplifies asset requests by making them accessible from within Jira.

  • Toggle On the Asset Booking panel to enable it for your project.

image-20241107-083248.png

2. Linked Assets Panel

  • What is the Linked Assets panel? The Linked Assets panel lets you connect and display resources from AssetIT within your Jira issues, making it easy to access relevant assets directly.

Important Note:

Until December 31, 2024, your current data in Atlassian’s External Asset Platform custom field will be synced to our Linked Assets Panel for seamless use. However, this is a one-way transfer, as the External Asset Platform field is scheduled for shutdown.

We recommend starting with our Linked Assets Panel now to ensure continued asset management without interruption.

  • Toggle On to enable the Linked Assets panel for your project.

  • Configure Fields:

    • Resources: Choose the resource type(s) you want to display in this panel. Options include 5 resource types: image-20241104-092012.png, image-20241104-092040.png , image-20241104-092124.png , image-20241104-092157.png, image-20241104-092350.png. If left blank, it will show all available resources.

    • Inventories: Select the inventory(ies) you want this panel to display resources from. If left blank, it will display resources from all inventories.

    • Resource Filter:

      • Only show available/unassigned resources: Displays resources that are not currently assigned to anyone.

      • Only show resources of the reporter: Displays resources assigned specifically to the Issue Reporter.

      • Only show resources of the assignee: Displays resources assigned to the user currently assigned to the issue.

3. Resources Embedded Panel

  • What’s the Resources Embedded panel? The Resources Embedded panel provides a view of all resources assigned to a selected user within the Jira issue.

  • Toggle On to enable the Resources Embedded panel for the project.

For Jira Service Projects:

  • Resources: Choose the types of resources (e.g., Asset, Accessory, license) that should be displayed in the panel. Leaving this blank will show all available resources.

  • Inventories: Select specific inventories if you want to display resources only from those inventories. If left blank, the panel will show resources from all inventories.

  • Resource Filter: This setting allows you to filter resources based on their availability or assignment:

    • Only show available/unassigned resources: Displays resources that are currently unassigned and available to be checked out.

    • Only show resources of the reporter: Shows resources assigned to the user who reported the issue (note: this is not applicable for external customers accessing the customer portal).

    • Only show resources of the assignee: Displays resources assigned to the user assigned to resolve the issue (note: this is also not applicable for external customers on the customer portal).

After configuring, click Save to apply your settings.

Additional Resources

What is Inventory in AssetIT? →

Need help? Submit your concerns at our Support Desk. Our support team will be in touch right away!

 

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