Skip to main content

Setup and Customization

Navigate to the configuration and setup of the Appvibe Asset Tracker app by going to Manage Apps in Jira, locating Appvibe Asset Tracker, and selecting the Configuration button. This will direct you to the configuration page where you can manage Roles and Permissions, view System Fields, set up Custom Fields, and configure Conditional Formatting.

Roles and Permissions

The Appvibe Asset Tracker app supports three user roles:

  1. Admin: This super role grants complete access to all features, including configuration and setup.
  2. Editor: Users with the Editor role can update and view Asset Tracker data fully.
  3. Viewer: Viewers can only view Asset Tracker data and cannot make updates.

Administrators can assign these roles to any Jira groups. By default, Jira Administrators have access to the Asset Tracker configuration screens.

System Fields

Asset Tracker includes predefined fields essential for asset management:

  • Asset Type
  • Serial Number
  • Location
  • Assigned User
  • Purchase Date
  • Warranty Status
  • Tags

These represent the core fields necessary for managing your assets effectively.

Custom Fields

To define additional fields, use the Add Field button. You can create new fields with these parameters:

  • Field Key: A unique key identifier
  • Field Label: A user-friendly label for the field
  • Field Type: Choose from Text, Number, Date, Select, or Multi-Select
  • Required: Specify if the field is mandatory
  • Sortable: Indicate if the field can be sorted
  • Filterable: Determine if the field can be filtered

Conditional Formatting

Conditional Formatting lets you apply formatting rules based on field values. Upon meeting specified conditions, you can alter labels and highlight colors to visually emphasize key data points.

Summary

The Appvibe Asset Tracker offers flexibility and control through its robust configuration settings, enabling tailored asset management to fit your organization's needs. By customizing roles, fields, and data formatting, you can align asset tracking with your specific requirements.

Back to top