how to set delegate user in jira

[Kishor Mudhili]

hello team,

if any manager is on leave, then how to set delegate user 

[Ste Wright · Accepted solution]

Hi @Kishor Mudhili 

There's no specific feature for this as far as I know - but you could use Automation for this?

For example, the rule might...

• Re-assign an issue to an available user, if a user is on annual leave
• Delegate an issue requiring approval
• ...etc

^ Automation will give you greater flexibility to customise the delegation to your specific business needs :)

If there's a specific use case you'd like help with, let us know!

Ste

[Kishor Mudhili]

Hello Stephen,

I'm new to JSM, could you please provide the example of the automation with screenshots 

[Ste Wright]

Hi @Kishor Mudhili 

What's the specific scenario where you'd need delegation? That will help me to provide a relevant example.

Ste

[Kishor Mudhili]

for example: one issue was created , it's went to manager approvels (XYZ), unfartuntly he is one leave or planned vacation. in that case, insted of manager approvals it should update delegate user ( as approver )& should be approved the delegate user.

[Ste Wright]

Hi @Kishor Mudhili 

Example rule below:

• Trigger: Issue Created
• Condition: Issue Fields Condition
  • Field = Status
  • Condition = equals
  • Value = Waiting for Approval
• Condition: User Condition
  • User = Approvers
  • Condition = is
  • Value = User on Leave
• Condition: JQL Condition
  • JQL - created >= 2023-11-01 and created <= 2023-11-30
• Action: Edit Issue
  • Field = Approvers
    • Value = Delegated User

---

A few notes on this rule...

• The 3 conditions check...
  • It's a ticket which required approval, based on the status
  • The Approvers field contains the user on leave
  • The issue is created between specific dates (i.e the dates the user is on leave)
• You could add to this rule - eg. send an email to the delegated user informing them of the reason they're receiving this approval request

Let us know what you think!

Ste

[Kishor Mudhili]

thank you stephen, i will follow the steps.

one more query: how we can get backend values of fields 

the reason- we are integrate between SX and JSM. we need to provide the fields values for field mapping

---

[Ste Wright]

Hi @Kishor Mudhili 

Do you mean Field IDs?

You could use the REST API - eg. 

https://yourdomain.atlassian.net/rest/api/3/field

^ Replace "your domain" with your site's name, and it will give you a list of fields in a JSON format.

Ste

[Kishor Mudhili]

in our JSM, where we can find back end field values of actual field

for example: field name: In progress- what is the back value of this field

field name: Resovled - what is the back end value of this field.

this information, where we can find it. ??

[Ste Wright]

Hi @Kishor Mudhili 

I'm not sure what you mean by back end value, if you don't mean Field ID (see my previous response for guidance there).

Are you sure "In Progress" is a field and not a status?

You could use a similar API call to get those:

https://yourdomain.atlassian.net/rest/api/3/status

Ste