User Delegation and Leave Management

Features

1. User Management Automation: 

• Automatically assign roles, groups, and issues to users when they start, leave the company, or receive new titles. 

• Simplify the process by allowing one-click assignment of roles, groups, and issues based on saved schemes. 

• Enable easy updates by allowing users to change their roles, groups, and issues with just one click. 

2. Audit Trail and Logging: 

• Maintain a comprehensive history of user actions and changes in an audit log stored in the database. 

• Logs provide visibility into user assignments, modifications, and can be accessed whenever necessary. 

3. Reporting and CSV Export: 

• Generate reports in CSV format, providing a convenient way to analyze and review user assignments and changes. 

• Users can download the reports, allowing for offline analysis and sharing with stakeholders. 

4. Rollback Functionality: 

• Enable the ability to revert the automated user assignment process if needed. 

• Rollback functionality ensures that any undesired changes can be easily undone, restoring the previous state. 

5. Seamless Transition for Parked Issues and Roles: 

• Maintain a record of parked issues and roles for users who have left the company. 

• Assign these parked issues and roles to newly started users, ensuring a smooth transition and preventing any gaps in responsibilities. 

6. Delegate User Post Function

• The Delegate User Post Function in Atlassian Jira is a powerful tool that allows you to automate specific actions at the completion of a workflow step. This function is particularly valuable for transferring actions performed by one user (the "from user") to another user (the "target user") based on a selected scheme. Let's delve into a comprehensive explanation of how to utilize this post function effectively 

The "issue filters," "roles," and "groups" are dropdowns, and if desired, you can click on the buttons to view their contents and remove the ones you want (by default, all options are selected). You can write a jql query for searcing.

At any time, you can perform the undo operation or download the report for any item you have selected from the list. 

4. Delegate User Post Function

Certainly! Here's a detailed and well-explained guide on how to use the "Delegate User Post Function" feature in Atlassian Jira:

What is Delegate User Post Function and How to Use It in Atlassian Jira

The Delegate User Post Function in Atlassian Jira is a powerful tool that allows you to automate specific actions at the completion of a workflow step. This function is particularly valuable for transferring actions performed by one user (the "from user") to another user (the "target user") based on a selected scheme. Let's delve into a comprehensive explanation of how to utilize this post function effectively:

1. Adding a Post Function: After editing your workflow in Jira, you can automate actions by adding a "Delegate User Post Function." To do this, click on "Add post function" within the workflow configuration.

2. Filling out the Form: Upon selecting "Delegate User Post Function," a form will appear. In this form, you'll need to provide the following details:

   - Scheme: Choose a scheme that defines how the action will be configured. This scheme contains rules and settings that dictate how the process will operate.

   - From User: Select the user who initiates the action (the "from user"). This represents the source of the action.

   - Target User: Choose the user to whom the outcome of the action will be assigned (the "target user"). This is the intended recipient of the action.

   - Run As User: This option allows you to specify which user will execute the action. By default, you may choose to select this value, but you can also assign it to a custom user. If left unselected, the current user will be used for the action.

3. Selecting From User and Target User: After configuring the scheme and other settings, you'll need to select the user initiating the action (from user) and the user to whom the action's outcome will be assigned (target user).

4. Applying and Saving the Workflow: Once you've completed these settings, make sure to save your workflow. Now, when the specified transition or workflow step is executed, actions initiated by the "from user" will be associated with the "target user." This applies to issues, groups, roles, and more.

By following these steps, you can effectively use the Delegate User Post Function to customize your workflows and automate specific actions. This feature can enhance the efficiency of your workflows and streamline the transfer of actions between designated users.

And finally, when the post function is triggered, the result will be written as a comment under the current issue.

5. Test Run

1. If you want, you can run User Delegation and Leave Management as a Test Run.

2. When you run it as a Test Run, it will work as it should, but it will not be delegated, so you will have an idea of what the real result will be like.