Asset to auto apper

[Dave Longley]

I was wondering how I can get the asset tab to automatically appear when i raise tickets?

Currently I have to open the 'asset' tab and then click on 'linked' for the assets to appear.

 

[Steven Boardman]

@Dave Longley  In the admin console > Apps > Service Manager > Settings you can use this option to pin the assets accordion open on viewing requests.

Any assets added to the request will be visible here. 

If there are no assets linked to a request, the accordion will not show, as with the other accordions (attachments, requests etc) 

If you haven't added assets via progressive capture, but want to add them on the request itself, this is done from the action bar on the request, but the assets action item will only be visible on requests if it has been enabled against the service and request types

 

 

 

[Dave Longley]

thanks  @Steven Boardman, i have enabled this setting, what do i need to add in order to add these via progressive capture? My assets have individual owners and i want them to appear for the relevant user when a ticket has been raised. I still have to manually link the ticket. 

[Steven Boardman]

@Dave Longley for assets to appear on a request, they have to be manually added either through the request by your support team, or by the requestor on progressive capture by using the default asset form,  someone has to add an asset, as being relevant to the request which is being raised, there isn't a concept of adding a users assets to a request automatically.

When a user logs a request, they can be presented with the option to add the asset/s which they own, or share or at the site based on what has been configured in your progressive capture flows. 

Possible Config

And in Progressive Capture, each user will be able yo manually add the appropriate assets (they own, share, reside at a site etc) to the request they are raising, which will in turn appear in the assets accordion on a request