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How to let an external customer set a Status attribute value on the object they select.

Mike Gourley March 23, 2023

I have a schema of hardware instruments in Jira Insight.  The Insight field is configured to let the external customer see only the instruments that their organization owns when logging a ticket in the portal about one or more of their instruments.  The object type configurations for these instruments all include the Insight Status attribute which we can control internally.  But how can we let the user select a value like "Down" or "Production Stopped" on the portal and have that applied to the instrument objects they selected from their list of instruments?

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Mikael Sandberg
Community Champion
March 23, 2023

You can do this with a custom field on the request form and automation. The custom field would have the statuses you want to set on the object and the automation would trigger on issue created and then lookup the asset and set the status attribute to what the customer selected in the custom field.

Mikael Sandberg
Community Champion
March 23, 2023

I have a similar automation that does this for laptop returns, it sets the status on the object based on a custom select field on the request form.

Mike Gourley March 23, 2023

I was thinking the same thing as we already have a System Status custom select field in the portal for the customer.  But I couldn't figure out how to use either the JSM Automation or the Insight Automation to capture the System Status value and assign it to the Status attribute of the objects that the user selected in the Insight field on the portal.  Does this require a script in the automation?  Wondering if we need to upgrade JSM from the v4.22.6 we have to get features I need. 

Mikael Sandberg
Community Champion
March 23, 2023

So the way I am doing it for the laptop returns is to use the REST API for Assets to set the attribute, I created the automation before automation had the option to do it via the Edit object component (in automation in Cloud).

Screenshot 2023-03-23 at 3.45.58 PM.png

I am not sure if DC/Server has the same option to directly edit the object in the latest version, but if it does not then the REST API route should work.

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