User Guide

Asset Manager for Jira

Overview

Asset Manager for Jira gives Jira Assets users a spreadsheet-style workspace for finding and updating asset objects in bulk.

The current product has two main areas:

• Views: find, create, and manage saved views

• Assets: open a view or build a live workspace to search, filter, and edit objects

Open the App

Open Asset Manager from the Jira apps navigation.

Most users start on the Views page, then open an existing view or create a new one.

Views

Use the Views page to manage saved workspaces.

• Search views by name

• Filter by owner, schema, and visibility

• Sort by name, owner, schema, or updated date

• Open a view in the editor

• Create, edit, duplicate, or delete a view

View visibility:

• Private: only you use the view

• Shared to schema: the view is shared at schema level when you have the required schema access

Build a Workspace

In the Assets editor, build the workspace in this order:

1. Choose a schema.

2. Optionally limit the workspace to one or more object types.

3. Choose which columns to show.

4. Search or add filters.

The grid loads rows from Jira Assets after the workspace is defined. More rows load as you scroll.

Search, Filter, and Sort

Use the editor controls above the grid to narrow the result set.

• Search assets filters the current workspace by asset text

• Structured filters support boolean, select, status, user, group, project, date, and date/time fields

• Clicking a column header sorts by that column when sorting is supported

Saved views restore the schema, object type scope, filters, sort, and visible columns.

Edit Objects in the Grid

The grid is designed for keyboard-first editing and multi-selection.

• Edit text, number, boolean, URL, email, and IP-address fields directly in cells

• Use pickers for date, date/time, select, status, group, user, project, and object-reference fields

• Use Delete to clear a value when the field allows clearing

• Validation or update errors are shown on the affected cell

The grid also supports:

• multi-row selection

• copy and paste inside Asset Manager

• fill handle drag to repeat a value down a selection

• bulk editing

Save Views

Use the header actions to keep useful workspaces.

• Save updates the current saved view

• Save as creates a new view from the current workspace

A saved view includes:

• selected schema

• object type scope

• supported filters and sort

• visible columns

Bulk Edit Multiple Objects

Select rows in the grid, then use Edit objects in the footer.

Bulk edit behavior:

• available for selections of up to 25 objects

• only fields shared across the current selection are shown

• supports Set, Clear, and for some multi-value fields, Add or Remove

• shows a preview step before you confirm the change

When you apply the bulk edit, the grid updates and any field-level failures are surfaced back on the affected cells.

Notes

• Shared-to-schema views depend on schema permissions.

• If a saved view contains unsupported query logic, the app will not restore it into the editor. Create a new view with supported filters instead.

• If no rows appear, confirm that a schema is selected and that at least one column is visible.