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Data Sources

Data Sources

You can create multiple data source definitions under the Data Sources tab.

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  1. Before you begin configuring the Data Source, ensure that you add our application to the Object Schema role titled “Object schema users” for each Object Schema you intend to utilize. This can be done by navigating to the Roles tab located within the Schema Configuration, as illustrated in the screenshot below.

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  1. To add a new data source, simply click the Add Data Source button.

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  1. Give a unique name to your Data Source.

  2. To filter objects from your JSM Assets, you need to compose an AQL query. Here’s a simple guide to help you write your query effectively:

Pro Tips:

  • If you don’t specify the Object Schema name (objectSchema) or the Object Schema ID (objectSchemaId), the query will run across the schemas. This is sometimes useful. On the other hand, if you have a very large number of objects, we recommend using the schema name or ID in your query.

  • Filter as much as possible and enjoy the advanced features of AQL by using the objectType or objectTypeId keywords.

  • currentUser() AQL function is helpful in case you want to filter according to the portal user.

AQL

Description

AQL

Description

"Jira User" = currentUser()

This AQL filters all the objects across all schemas which have an attribute called “Jira User” with a “User” type. In case the attribute value is set as the Jira User of the person who is viewing the Portal Profile page, the objects will be displayed.

  1. Click the Save and check AQL button. You will get the statistics about the AQL result for number of objects and object types.

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In case there are no objects found there are 2 possibilities:

  1. The query may be incorrect. You need to review and update your query. If you are sure that the AQL is correct, that means the AQL doesn’t have a result for your user. You can create some objects as a test. You can move to the next step only if you have one or more objects in this test result.

  2. Our application doesn’t have read permission. Check step 1 above on this page .

  1. Select the Summary Attributes for your Data Source. This feature lets you preview the first four attributes of each object. You can also choose additional detailed attributes, which will be shown when you click on the object title.

  2. Select a Service Desk, an Organization, or both to define your desired scope.

Note: It is not possible to leave both Service Desk and Organization fields empty at the same time.

  1. Optionally, you can choose to enable or disable the Avatars option. You can also make the Data Source editable, allowing attributes to be modified directly from the Portal Profile.

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[Optional] You can also add a header and footer that will appear in the Portal Profile.

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  1. Click the Save button to save your configuration.

  2. The Data Source record will be added to the table in a disabled state by default. To enable it, simply click the toggle.

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  1. Enhance your experience by adding more data sources with various AQL queries. These will be organized as tabs, facilitating easier navigation and allowing you to move through content with greater efficiency. To view the results, simply visit your Portal Profile page on the service desk portal.

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  1. Optionally, you can add the Header and Footer via the Admin tab.

Note: Headers and footers set in the Admin tab apply GLOBALLY to all Portal Profiles, whereas headers and footers added in a specific Data Source apply ONLY to that Data Source’s profile panel.