Export Jira Service Management Asset data to spreadsheet or word document

Summary

When using the export options in Jira, including Open in Excel, Open in Google Sheets, Export to Word, Print, and so on, Assets custom fields will be empty. Please refer to the feature requests below:

• API-491 - Add the ability to export Assets objects field using Excel and Google Sheets

• JSDCLOUD-10824 - Add the ability to export Assets Objects field with "Export Word" from issue view

• JSDCLOUD-11838 - Printing or exporting from the Issue View prints empty Insight custom fields even when there is a value set

Solution

Export to CSV and import

One important exception to the problems listed above is that the Export to CSV feature does include Assets field data. Therefore, you can export to CSV and then use the file to import into spreadsheets in Excel or Google Sheets, if you'd prefer. Otherwise, you can also follow our instructions to copy Assets field data with Automation.

Copy values using Automation

Using Automation, it's possible to copy the value of the Assets Object custom field to another custom field so the values can be exported correctly when using any of the Export options via the Issue navigator.

Steps:

• Create a Text Field (single line) or Text Field (read-only) custom field and associate it with the screens.

  • Create a custom field

  • Add a custom field to a screen

• Go to Project settings > Automation > Create rule.

• When: New trigger(in this example, we will be using the Scheduled trigger).

  • The trigger depends on what is best for your environment. If the Assets fields are filled at the moment the ticket is created, you can use the Issue created trigger.

  • You can also use Scheduled so the automation can run on specific hours or days to update the field or Field value changed in case the Assets fields are constantly updated.

• New Condition or Branch.

  • This will also depend on your environment. You can add branches or conditions to better filter the tickets that will be edited.

    • Jira automation conditions

    • Jira automation branches

• New action: Edit issue

• After selecting the field we will need to add a smart value in order to copy the Assets custom field value to the text field.

  • There are two possible smart values: Using the custom field name or its ID.

    • {{Field Name.Name}}

    • {{customfield_12345.Name}}

• Find the smart value for a field

• For the Assets object custom field, it's also possible to find its ID via the Edit Assets objects field configuration.