As of mid 2019, Reftab supports integrating your Reftab assets with your Jira account. This is the first iteration of the plugin.
Current features include:
- Linking Reftab assets to Jira service desk issues
- Viewing asset details on linked Jira service desk issues
- Within Reftab, viewing linked Jira Issues when viewing assets
Reftab will be enhancing this plugin to add more features.
Steps to configure the plugin:
- You will need a Business subscription plan to integrate Reftab into your Jira instance. If you do not have one, you can sign up for a free Reftab account and start a two-week trial of the Business plan by clicking the, โClick Here To Start Free Trial – Businessโ link. Then, log out of your Reftab account. (we will be logging back in shortly).
2. Once your Reftab account is set and you are logged out, log into Jira, click “Apps” > “Explore More Apps”
3. Click, โFind new appsโ and search for โReftabโ.
4. Install the plugin by clicking โGet appโ.
5. Youโll see a box appear on the right hand side, indicating the app is โaddingโ to your Jira instance. Once the plugin installs, click โGet Startedโ in this same box:
6. Next, youโll see instructions on screen. Go to the Reftab login page and click โRemember Meโ and login with your Reftab account:
7. Then, reload the Jira page. You will then see a new screen that will allow you to ‘set an account’. Please select which account Reftab should use to search for issues. This account must have correct access rights to view issues.
Wait until you see โsynchronizingโ .
8. When itโs complete, it will say 100% Synchronized. Next, you will need to configure the custom asset field and place the field on screens. This allows assets to show up on Jira issue and, on the โcreate issueโ screens for end users.
9. Back in Jira, click the Jira Icon
10. Click โGear Iconโ > “Issues“
11. Next, on the right side, under “Fields” scroll down and click โCustom Fieldsโ
12. Next, at the right hand side of the page, click โCreate Custom Fieldโ
13. Next, select โAllโ on the left side and search “Assets” and click โExternal Asset Platformโ and click โNextโ
14. Name the field Assets. Give it a description and click โCreateโ. It is important to specifically enter โAssetsโ into the name field (sans quotes).
15. Next, select the appropriate screens you want the assets drop-down list to appear on, and click the โUpdateโ button at bottom.
16. Next, weโll edit our project so that the assets field is available on the โhelp-centerโ of the customer / end-user facing service desk screens. (This is the page that end users who submit help tickets will use – they will be able to select their assets they currently have assigned to them in Reftab).
17. In Jira, go to your Service Desk Project and on the left hand side click โProject Settingsโ
18. Next, Click โRequest Typesโ
19. You will see a list of your custom requests. You can click any of them where you would like the assets field to appear. In this walkthrough, weโll click โDesktop / Laptop Supportโ.
20. Next, from the right side, click and drag “Assets” to the middle screen:
21. Click “Save Changes” at the bottom
22. Now the fields are configured.
23. To test this, click the “Preview” button
You should see “Assets”. Click and the select list will appear with a list of your assets from Reftab.
24. Or, Click on your Service Desk Project
25. Next, click on any existing issue:
26. On the issue Locate the โAssetsโ field and click “Link Asset“
27. You will now be able to link assets to issues. When you select an asset, you will be able to view asset details in the issues screen
(If you click โView In Reftabโ a new browser tab will open to that asset in Reftab)
28. When you are in Reftab, if an asset is linked to a Jira issue, you can click the โJira Issuesโ button and it will display all the Jira issues and the status of the ticket:
Next, we can see what end-users see when they submit issues from the Help Center
Users will log into the help center and click on your service desk. They can click on the item for Computers help.
When they click on โDesktop / Laptop supportโ
They will see the Assets drop-down field where they can link their asset to the issue they are submitting.
NOTE: when a user selects the Assets dropdown, it will show items in a list. The first items in the list are ones that the user currently has assigned to them. The next items in the list are any unassigned items in Reftab. For example if a user finds a broken printer, they can still select the printer when creating an issue even though it is not assigned to them in Reftab.
Additional Information: Jira will pull in assets as they are created in Reftab.
The Reftab Jira plugin is complete. For any questions please reach out to [email protected].
Thank you!
