Mindville | 9 MIN READ

Give Users Better Information with Object Type Page Layout in Insight

What’s the most important part of an asset management system? The answer is fairly simple: easy access to the details of a specific asset.

In Insight, assets are known as Objects. The reason people use Insight is because they want fast access to those details on a specific asset, and we’ve made that the key aspect of what we do from the beginning.

We make those details available so that people can close tickets faster by getting more context on what the assets connected to issues are. We make it so that people can quickly see what changes have been made to a specific asset so that technicians have a history from which to start their assessment. There are endless ways to use Insight and endless ways to view Objects.

We work very closely with our customers to assess their needs and are always striving to make sure that they are getting what they need each time they use Insight. That’s why we’ve been working so hard to improve the way users view assets (or Objects) and we are really happy to be able announce a new Object Page Layout feature, giving everyone who uses Insight greater awareness of all of the details associated with their assets.

In this post we’ll take a look at what those changes are, and how you’ll be able to get more out of Insight AND how it will make it easier for other members of your team to get started with Insight easily.

What is an Object in Insight?

For those of you who are not current users of Insight, we should first explain what an Object is and how it relates to your assets.

Essentially, an Object is any physical or virtual asset that you want to manage. It is a part of a kind of hierarchy of terms, that goes from Object Schema to Object Type to Object.

An Object Schema is the container for a group of Object Types and Objects. You can think of it as the name of a top-level folder. The Object Schema will contain all the assets that you want to manage. Note, though, that you can have many Object Schemas in Insight and you can assign attributes to each Object Type so that those assets can have further relationships within your asset management system.

Object Types are the containers for any type of asset you manage. Your Object Types can contain any number of attributes. You might assign them to a specific group, track the criticality of that Object Type, or add a list of related contacts. The sky’s the limit!

If we look at the image below, we see how this looks in Insight with our Object Schema name, several different Object Types that describe kinds of assets, and then the actual Objects (assets) themselves.

 

 

Got it? Good. Let’s look at how we can view those Objects in Insight now.

What is the new Object Page Layout feature?

The ability to view Objects in Insight has been there from the start. What’s new is that you’re now able to customize the way you can view Objects. Let’s learn how to do that.

How to edit the Object Page

When you’re viewing an Object Schema in Insight, you get the kind of view below. You can see attributes and other things associated with the Object, but we want to make that a customized view. To do that, just click on Object Type, and then Configure.

 

What you see here is mostly the same, with the notable exception of a new button in the top-right corner. Once we click on the button labeled “Configure page layout,” on the top right we’ll be able to configure the Object Page.

Now you can fully customize the way this particular Object Type is viewed by your team. When you’re done, just click on Save, and your new view is ready for everyone on the team!

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For example, you can start by clicking on the checkmark next to Attachment or Comment to remove the ability to add either of those things, should you wish to do so. Just leave them checked if you’d prefer for users to add either. 

Before we move on to what information is available, note that what you cannot change is Graph, Print, and More (the three vertical dots, see below). Those will always remain there for easy access to those features. There is also an Edit feature displayed when you're viewing a specific Object that lets users make quick changes to the Object's attributes.

Content

For the sake of demonstration, I’ve unchecked the Comments, as you see above. You’ll also note that I’m adding a new tab. You have a choice of seven different panel content types for tabs which are:

  • Attachments
  • Attributes
  • Comments
  • Connected Tickets
  • History - which shows Connected Ticket history or the Object's history
  • Inbound References
  • IQL Query

You can rename any of the tab names by simply double clicking on the name. You can name your tabs anything, but we recommend keeping the names logical.

You can also have multiple tabs of the same type of panel content. For example, you can have multiple tabs showing attributes. Why is that useful? Well, Objects can have a huge number of attributes, which makes it challenging to pull out useful information from one long list of attributes.

Also different users will be interested in different information. Instead, you can group similar attributes into different tabs as seen below. We have an employee object and we've split their attributes into 'Personal Info' and 'IT Equipment'.

Screenshot 2020-06-25 at 12-08-02-1

Screenshot 2020-06-25 at 12-08-16

The Side Panel

The side panel has some great customizable features that you’ll find extremely useful. This is a feature that will allow Insight users to see, immediately, whatever information is most important to them for a specific Object Type.

You can add new panels or reconfigure the ones that are there as you see fit. You have the same options as in the tabs section and can configure and rename them in the same way you would the names of the tabs.

You can drag and drop each of the boxes that you choose here to make sure they’re in the order that’s most important to your team.

What is an IQL Query panel?

Let's talk about one type of panel content in more detail, the IQL Query. This panel is a little more complex than the others so deserves its own explanation. It allows you to pull in information related to the object you're viewing with IQL.

For example, for servers, you may want to see all the other servers running the same operating system. If you discover a server requires a security patch then you can quickly understand what other servers will be affected by the update.

Or, if you are viewing an employee we may want to see their team members and locations if you need to work with an entire team.

To configure the second example, you would make a new tab which I've called Team and I've set it to the IQL Query panel content. You can add a description and then your query.

Here, my IQL directs Insight to find Employees (the object type I'm configuring) that have the same Department as the Department of the specific object I'm currently viewing.

I can then select which extra attributes to show, which in my case, are Role, Office and Manager.

When we view an employee Object we will see a tab like this:

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You can have as many IQL Query tabs or side panels as you like so if there's information that may be useful you can create a tab or side panel and the information is ready for when someone needs it.

What’s next for Insight Object Page Layout?

This is just the start of what will be continued development for some time now. The team that works on this product already has new innovations for this feature in the works and we’ll make sure that we update you, and this page, as new functionality is added to this very useful feature.

For those of you who have been waiting for something like this before trying Insight, why not head on over to the Atlassian Marketplace and get your 30-day free trial?  Companies like NASA, Samsung, Vodafone, Spotify, and a whole lot more are using it to manage their assets in a single source of truth, saving them time and money along the way. Find out why!

Get My Free Trial

 

Originally published May 14, 2020 12:27:02 PM

Late 2019, we did a brand split. Mindville is the company behind the Insight products. Riada provides expert consultancy services on all things Atlassian. Riada can be found at riada.se. Mindville is an Atlassian Platinum Top Vendor and Riada is an Atlassian Platinum Solution Partner.

Topics: Mindville