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Delegation for approvals

Mohamed Saad Taha September 6, 2023

Dears,

Is there any idea or workaround for delegate approvals in can of vacations or anything else ?

5 answers

4 votes
Jaime Capitel _resolution_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
September 6, 2023

Hi @Mohamed Saad Taha 

Just because of the mention to existing plugins -- if you are on JSM cloud, you can look up our Out of Office Assistant.

I'm the app's product owner and would be happy to discuss any details.

2 votes
Emre Toptancı _OBSS_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
September 6, 2023

Hello @Mohamed Saad Taha ,

Jira has no built-in mechanism for delegating permissions. Most people try to solve this by setting permissions based on assignees of issues and then changing assignees when people go on vacation. (There are actually some apps that automate this). There are several drawbacks to this approach.

  1. You have to change the assignees when people go on vacation and change them back when people come back from vacation.
  2. When the issue is assigned to another user, the original user loses his/her permissions.
  3. Those changes of assignees create unnecessary issue history.
  4. This solution works only for issue workflow permissions. The same problems become more pronounced when you try to do the same for permission schemes or other schemes.

 

Our team at OBSS built Keychain - Delegation for Jira to solve this exact issue. It is available for Jira Server and Data Center.

Keychain introduces new workflow conditions, post functions, and custom field types to your system. You make your configuration once. After that, you define delegates for users in your system. No changes on issues are required.

Your users can define time-boxed delegates for themselves or authorized people in your organization (like HR) can define delegations for other users. Delegations become active when the given date window starts and ends when the date window ends. 

You can even delegate permissions based on categories and delegate different permission categories to different people.

I suggest you take a look at our apps marketplace page and watch to video for details.

https://marketplace.atlassian.com/apps/1225037/keychain-delegation-for-jira

Hope this helps.

EmreT

2 votes
Els Bassant
Rising Star
Rising Star
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September 6, 2023

Hi Mohamed, 

There is currently no option for delegate approvers.

I can think of two relatively easy work arounds for this:

  1. If the delegate approver is known, add them to the approvers field (or whatever field your specific approval function uses). 
    This only works if the approval needs only x numbers of approvals. If it needs all approvals you will need to remove the original approver from the field and add the new one. Jira will record who approved the issue so there is a paper trail.
  2. Have a transition that bypasses the approval for cases like this.
    How you limit this transition is up to you (maybe only certain users, or users in certain groups can use this transition, for example). This can also come in handy if a request needs to be expedited in case of an emergency.

 

Here are the feature requests if this is something you would like to vote for:

 

There are plugins available that enable a delegate functionality in various ways if neither work around is an option for you.

Hope this helps!

0 votes
Parsa Shiva September 8, 2023

Hi @Mohamed Saad Taha,
Hope you are doing well!

Just wanted to let you know that Approval Path for Jira will soon support delegated approvals - this feature is currently in development.

I suggest subscribing to the ticket here to track progress:
https://jira.external-share.com/issue/83072/delegate_approval

Let me know if you have any other questions in the meantime!

Best,
Parsa Shiva

Mohamed Saad Taha September 9, 2023

Thanks a lot for your reply. 

Like Parsa Shiva likes this
Parsa Shiva September 10, 2023

Pleasure :)

0 votes
Krzysztof Bogdan September 8, 2023
Pleas remove this :)

 

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