How to sync asset fields to Jira
Syncing your asset fields to Jira will create a custom field that contains the synced attribute of the asset(s) linked to the Jira issue.
This will enable you to view your asset attributes in queues, automation, dashboards and anywhere else you might utilize JQL.
To enable this feature, you will need to manually update Asset Management for Jira to the latest version.
Manual approval is needed for this update as we are requesting additional permissions to create custom fields in your Jira site.
To update to the latest version, navigate to Apps > Manage your apps and click on the Update button next to AMFJ.
Creating a custom field
- Navigate to the Field Sync tab in AMFJ Settings.
- Click on Sync Asset Field and enter a name for your custom field and the attribute you'd like to sync to this field, and click on Create.
- You will now see a table with the list of custom fields. You can click on the 'Create custom field' button to add any additional fields.
Make sure to follow the instructions below to assign the fields you've created to the correct screens in your Jira projects. This is necessary for the sync to work.
Adding your custom fields to screens
Once you are finished with the creation of the custom fields you will need to assign these custom fields to the desired screens.
If you want to see the custom fields in issues you need to add them to the screens that are used for “view issue” operations in your projects.
To get to the screen configuration of a custom field, you can use the link in the Screens and contexts column or the link below the table to get to the Jira custom field overview filtered through the description of custom fields.
Constrain custom fields via contexts
After a custom field is created through Asset Management for Jira, it has a global context assigned which makes it available in all projects and on all issue types in your Jira instance.
If you need a custom field to be available for certain issue types or projects only, then please make sure to adjust the context.
Though it is possible to “remove” custom fields synced by AMFJ for certain projects by adjusting screens and removing the permission to edit custom fields for our app in the relevant projects, we highly recommend to use contexts instead. This ensures that updates to custom fields are made as quickly as possible in projects where this is desired.
You can adjust the context by following these steps:
- Click on the context link in the “Configuration of custom fields” tab in User Profile for Jira configuration
- If there is no context configured for your custom field you can add a new one
- If there is a context configured you can adjust the existing one
For more information regarding contexts please check out Atlassian documentation here.
Backfilling existing issues with the synced fields
When you create a new field, it doesn't sync the values to any existing issues that have been linked to assets. If you'd like to backfill asset data to those issues, click on the Sync issues button once you've followed the above instructions to associate the fields with the relevant screens.