Edit Insight

Enable Insight field edit on the Portal

  • We use Basic auth to communicate with Insight REST API. Be aware that this is not an Atlassian-recommended method. You do it at your own risk.

  • Insight in Jira Service Management is a Premium and Enterprise only feature. It's compatible only with company-managed projects. You can read more on the official Atlassian website.

  • For all of the procedures described on this page, you must be logged in as a user with the Jira Administrators global permission.

Using this feature, your customers can edit the Insight objects custom field on the customer portal. We respect most of settings configured under this custom field. Asset Custom field have two separate scopes, Filter scope and Filter issue scope, both of them are using AQL and can be binded in AQL filter in our app. Assets AQL values have to be coppied to Custom Field in Edit Request tab in order to work. (As for now we support only Asset custom field)

  1. Filter used in "Manufacturer" custom field will provide only objects under the Manufacturer

  2. Filter used in "Printers" custom field will provide objects sorted by the previously selected group. In a result user will be able to select object types under the "Models" which are assigneed to specific manufacturer.

The Insight objects field will be available in the list in the Edit Request configuration if you authorize our app. Below you can find a step-by-step procedure on how to do it.

How to communicate with Insight REST API?

  1. Log in to your Jira instance

  2. Choose the cog icon βš™οΈ > Apps

  3. Select Feature Bundle > Configuration

  4. Provide an Insight token. It has the following format useremail:API token encoded in BASE64

  5. Click Save

The Insight token is saved. You can add Insight custom fields to the edit screen on the customer portal in the Edit Request configuration available in the service project settings.

If you’re not familiar with the Insight configuration, go to the Atlassian documentation.

How to get an API token?

Create an API token from your Atlassian account:

  1. Click Create API token

  2. From the dialog that appears, enter a memorable and concise Label for your token and click Create

  3. Click Copy to clipboard, then paste the token to your script, or elsewhere to save

  • For security reasons it isn't possible to view the token after closing the creation dialog; if necessary, create a new token.

  • You should store the token securely, just as for any password.

  • Read more on the official Atlassian website.

How to prepare an Insight token?

  1. Generate an API token.

  2. Build a string of the form useremail:api_token

  3. Paste the phrase above to the Input field

  4. Click Encode

  5. Copy the result and paste it into the Feature Bundle configuration as an Insight token

Last updated