Workflow Post-Function

Summary

Keychain introduces a new post-function to your system named Assign to Delegate of.

This post-function assigns the issue to a delegate user, according to its configured delegation source and delegations defined on the Delegation Configuration page.

The post-function assigns the issue only if there is a delegate defined for the configured delegation source. If there is no delegate user, the assignee of the issue is not changed.

Considering this behavior, you can configure the workflow with two consecutive assignment post-functions. First, assign the issue to the user responsible for the issue then assign it to the responsible's delegate. If no delegate is found, the issue will still be assigned to the responsible.

Post-Function Configuration

The post-function's configuration screen is shown below:

Delegation Sources (Assign to Delegate of)

The condition function can be configured to get its Delegator from a number of sources.

The Current Issue referenced below is the issue that this condition is running on.

Assignee

If configured for Assignee, the field will take the assignee of the current issue as Delegator and assign the issue considering the Delegates of that user.

Reporter

If configured for Reporter, the field will take the reporter of the current issue as Delegator and assign the issue considering the Delegates of that user.

Project Lead

If configured for Project Lead, the field will take the project lead of the project (that the current issue is in) as Delegator and assign the issue considering the first Delegate of that user.

Single User

If configured for a Single User, the field will ask you to pick a user. Then it will use that user as the Delegator and assign the issue to the first Delegate defined for that user.

Project Role

If configured for a Project Role, the field will ask you to pick a project role. Then it will collect the users and user groups in the selected role (for the project that the current issue is in), use them as Delegators, and assign the issue considering  the Delegates of those users.

User Group

If configured for a User Group, the field will ask you to pick a user group. Then it will use the selected user groups as Delegators and assign the issue considering the Delegates of those users.

User Custom Field

If configured for a User Custom Field, the field will ask you to pick one of the Single User Picker or Multi-User Picker custom fields on your system. Then it will take the users in the selected user picker of the current issue as Delegators and assign the issue considering the Delegates of those users.

If there are multiple delegates defined, the issue will be assigned to the first delegate with Assignable User permission on the issue.

If none of the delegates have Assignable User permission, the Assignee will not be changed.

Category

Category selection determines which delegation category the delegate will be based on.

If a specific category is selected, the issue will be assigned to the delegator's delegate in that category or (since the General category implicitly includes all other categories) the General category.

If General is selected, the issue will be assigned to the delegator's delegate in the General category.

Dynamic Categories

It is possible to make the category selection dynamic, based on a field value on the issue.

When you choose “<Get category from issue field>” option as the Category, supported system/custom fields will be listed in a dropdown next to the category selection, and the user will be asked to select an issue field.

Keychain will look at the value of the selected issue field for each issue and try to match it with a category name. If it finds a match, it will use that as the category.

• If the selected field value is empty, or there is no matching category, the General category will be used.

• If the selected field is a multi-select field, Keychain will try to match all values with categories and use the delegates for all matching categories.

  • General category is always included.

  • Field values not matching a category name will simply be ignored.

  • If no values match a category name, the delegate list will include only the delegates for the General category (if any).

Delegation Policy

The policy selection determines how the post-function processes Delegations and determines the user to assign the issue.

See the Delegation Policies page for a detailed explanation of each policy option.