User Guide

Overview

Use Asset Manager for Jira to:

• Edit assets like with a spreadsheet

• Bulk update

• View specific assets with advanced filters

• Save filtered view for quick reference later

Opening the App

Open Asset Manager for Jira under apps in the left hand side menu.

Views: saved filtered searches

When you open Asset Manager for Jira you see a list of your the searches you have saved according to specific filters. We call them Views:

The above only has two Views, but when you have a lot of them you will need to filter them. With Views you can filter:

• By name

• By owner

• By schema

• By visibility (a view can be private)

How to Create a View

Click on ‘Create view’ button.

You need to use a schema to create a View.

If no schema is active when you select Create View the page will say ‘No schemas available’ Assets page shows a schema list.

Open a schema to start working. 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. Search or add filters

4. Choose which columns to show

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

Who Can See Views

Views can be private or shared.

• Private: only you use the view

• Shared to schema: the view is shared at schema level when you have the required schema access (contact your system administrator to ask for access)

How to Search, Filter, and Sort

Filters:

Search assets

• Filters the current workspace by asset text

• Supports boolean, select, status, user, group, project, date, and date/time fields

Schema

Restrict to an existing schema.

Object type

These are typical examples for hardware management.

More attributes

These filter option will depend on your schema.

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

  • Some attributes are marked as non-sortable in Assets

  • Attributes with multiple values are not sortable

• Saved views restore the schema, object type scope, sort, and visible columns, and restore filters when the saved query uses supported filter logic

How to Create an Asset

When a schema is selected, use Create asset in the editor header.

In the dialog:

1. Confirm the schema

2. Choose an object type

3. Enter values for the available fields

4. Click Create

Behavior to expect:

• Required fields are marked with *

• Form only shows supported editable fields for the chosen object type

• Field types use the same editing patterns as the grid/table where possible

• Validation errors are shown on the field or at dialog level

After a successful create, the app shows a confirmation message with a View object link. The current workspace also refreshes, so the new object can appear if it matches the current filters.

How to Edit Objects

• 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

You can use multi-selection.

How to Save a View

• 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

How to Bulk Edit Multiple Objects

Select rows in the grid/table, then use Edit objects that appear on the right hand side.

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

• Click on a field and drag down to replace all the fields below with the content of the field you start with

Preview:

• You get a preview, until you select confirm no change takes place.

When you apply the bulk changes, the grid/table updates and if there are errors they will show in each cell that it couldn’t update.

• example: if you bulk change 5 cells and if it errors out the error will be displayed in each affected cell separately with a small warning sign when mouse over

Technical 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