Approver Delegation

Question

Dear team,

how to configure secondary approvers in Jira, in case primary approver is on leave.

In some of our service requests we have an approvals required from different teams as well.

For example:

1 SR has been raised and fulfilment task have been assigned to

- Network

- Security

- Desktop

Desktop team approver in on leave, how to change approver from primary to secondary.

Thanks!!

Waqar Mustafa_rutod6 · Answer

Thanks @Emre Toptancı _OBSS_

Emre Toptancı [OBSS] · Answer

Keychain works for Assignee delegation too.

First, let me say that all Keychain components determine the delegate users based on a given issueField/projectRole/userGroup. For example, delegate of the assignee, delegate of the reporter, delegate of the users in project role X, delegates of users in user group Y, and so on.

As for your question, there are multiple ways this can be implemented:

You can use the workflow post-function introduced by the app to assign issues to the delegate of a user in a given field. For example, you can configure the workflow transition to "assign the issue to the delegate of the current assignee".

Alternatively, you can use the workflow condition provided by Keychain and configure the workflow to allow a transition to be executed by the assignee or the delegate(s) of the assignee.

Finally, you create a Keychain custom field. This custom field can display the delegate(s)  as defined above. For example the delegate of the assignee or any other (single or multi) user-picker field. You first bind the custom field to the assignee field. Then you add permissions to your workflows/schemes/etc based on this custom field.

When there are no delegates defined, these conditions/custom fields will have no value so will have no effect. When there are delegates defined for the assignee, they will use their names so will effectively authorize them in your workflows/schemes/etc.

It seems to be a little complex at first but Keychain provides the most comprehensive delegation solution.

Waqar Mustafa_rutod6 · Answer

Can we use this add-on for assignee delegation as well or this add-on works with approval delegation only?