How to display the delegate users in a custom field on the issue?

Summary

Keychain - Delegation for Jira allows you to assign your Jira users as delegates of other users. 

OK, but, how do you show the names of those delegates on issues, using Keychain - Delegation for Jira?

Solution

To show the names of delegate users on issues, we will use the new custom field type, introduced by Keychain.

To implement that, follow these steps:

• Go to Jira Admin >> Issues >> Custom Fields page. Click Add new Custom Field button.

• When the Add new Custom Field dialog opens, search for and select

  Delegate Users Field (by Keychain)

  .

  • Then click next.

• In the next dialog page, enter a name for your new Keychain custom field.

  • In this example, we named the field Delegates of Assignee. but you can use any name that will be meaningful for your users.

  • Then click next.

• In the next dialog page, configure a context for your new custom field.

  • In this example, we set a global context for our custom field (all projects and all issuetypes)  so the custom field will be visible on all issues. The recommended approach is to set a narrower context to show the custom field only on relevant projects and issue types. This improves Jira performance significantly.

  • This dialog page is present only in newer Jira versions. It is OK if your Jira does not show this page. 

  • Then click Create.

• At this stage, the dialog will close and the screen selection page will open.

  • Select the issue screens where you want this custom field to be displayed.

  • Since this is a read-only field, it makes sense to select only View screens here. The field will not allow editing or display any value on create, edit, or transition screens.

  • Then click Update.

• The browser will go back to the Custom Fields screen.

  • Find your new custom field in the list and open its configuration page using the Configure option in the context menu.

• In the Configure Custom Field screen, select the Edit Delegator option to navigate to delegation-specific configuration.

• In the Delegation Configuration page, select the source that will provide the delegator users.

  • In this example, we are selecting the Assignee option.

  • For the Delegation Policy option, select Delegates Only so the custom field will display only the delegates of the Assignee.

  • You see that the Delegate Users Field type can be configured to show the delegates of not only the Assignee, but also other users, project roles, groups, etc. 

  • Click Save.

• The configuration is complete.

  • Your new Keychain custom field is ready to display delegate users.

• After following these steps, go to

  Configuring Delegations

  screen on your Jira to make some delegation definitions for your users. 

  • In this example, we've set Alana Grant as the delegate of Vincent Wong.

• Open any issue that is assigned to one of the users that you set a delegate for.

  • The new Delegators of Assignee field will show the delegates for that user.

  • Whenever the Assignee of the issue changes, the Delegates of Assignee field will be updated immediately and display the delegates of the new assignee.