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Insight field not displaying data on issue

Ste404
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September 29, 2022

Hi there,

I know I have missed a step somewhere but not sure where.  I have a insight field which is linked to the reporter to display their assets on an issue.  The field always displays empty, but if I click add an object I can see the reporters assets there.

What do I need to do in order to have that insight field actually show the assets on the agents view of the form when the issue viewed by the agent.

For the field I have the Object schema in place where the assets are, nothing in the filter scope and Owner.User == ${reporter} in the Filter issue scope field.

 

I know I can run an automation to go get the info and slap it into the field when the issue is created, but I thought I could just have it set of a reference field that would go get the values when the issue was opened.. i.e. connect back to insight and pull in the info.

1 answer

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Answer accepted
Mark Segall
Community Champion
September 30, 2022

Hi @Ste404 

Your filter issue scope field should only be a single '='... Like this:

Owner.User = ${reporter}
Ste404
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October 3, 2022

Thank @Mark Segall  but the assets don't show up in the insight field without me going in and selecting them.

Maybe I just missed the mark with what I was expecting to happen, but I thought on the form the insight field would display all the owner assets without the need for loading them up in an automation.

The automation approach is fine, it is built and works as expected - I just thought this happened without the need of an automation.

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Mark Segall
Community Champion
October 4, 2022

Ahh, I understand your question better now.  Sorry about that.  You want the issue to dynamically display all of the objects that are associated with the reporter - Not having them select each item.  Yes, automation is unfortunately the only way to go about this. 

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Ste404
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October 4, 2022

yeh all good.  I have that in place I just for some reason got it in my head it would do it dynamically but couldn't make it happen.. I think I dreamt that was a possibility..  the automation rule will stay :)

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