Setup and Customization

Navigate to the configuration and setup of the Appvibe Asset Tracker app by going to "Manage Apps" in Jira. Locate the app, and click on the "Configuration" button to access the configuration page. Here, you can set up Roles and Permissions, view System Fields, configure Custom Fields, and apply Conditional Formatting.

Roles and Permissions

The Appvibe Asset Tracker app provides three roles:

1. Admin: Grants full access, including configuration and setup. This is a super role.
2. Editor: Allows users to update and view Asset Tracker data.
3. Viewer: Permits users to view but not update Asset Tracker data.

Administrators can assign these roles to any Jira groups directly from the configuration page. By default, a Jira Administrator has access to all Asset Tracker configuration screens.

System Fields

The app includes predefined system fields that are essential for asset management:

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

These fields form the foundation of the Asset Tracker.

Custom Fields

To accommodate additional data needs, you can create custom fields:

• Click "Add Field" to create a new field.
• Configure each field with the following options:
  • Field Key: A unique key.
  • Field Label: The label for the key.
  • Field Type: Choose from Text, Number, Date, Select, or Multi-Select.
  • Required: Indicates if the field is mandatory.
  • Sortable: Determines if the field can be sorted.
  • Filterable: Determines if the field can be filtered.

Conditional Formatting

Enhance data visibility by applying conditional formatting:

• Set up conditions based on field values.
• Modify labels and highlight colors when conditions are met.

Summary

By configuring roles, system fields, custom fields, and applying conditional formatting, you ensure the Asset Tracker meets your team's specific asset management needs. This setup enhances data clarity and accessibility for different organizational roles.