Smart Assignment post function

Smart Assignment post function

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The Smart Assignment post function lets you dynamically assign issues to users based on various selection categories and strategies. It can be tailored to fit a wide range of needs.

How to add the Smart Assignment post function

  1. Open the workflow where you want to add the condition and locate the transition you want.

  2. Switch to the Post Functions tab.

  3. Click the Add post function button.

  4. Select JEP - Smart Assignment Post Function and click the Add button.

  5. You’ll be redirected to a configuration page to customize the post function to your needs. Follow the steps below to set it up:

    • Check Only if assignee is empty to execute the post function only when the issue’s assignee is set to unassigned.

    • Select your User Selection Category and choose between a Group, Role, User custom field, or Group custom field. Then, add one or many item(s) that belong(s) to your chosen category.

    • Select your User Selection Strategy, and choose between four different selection strategies. Their functionalities are described in the table below:

      • If applicable, insert your JQL statement to filter the issues that will affect your selected strategy.

User Selection Strategy

Description

(*) Filter Issues with JQL

User Selection Strategy

Description

(*) Filter Issues with JQL

Simple round robin

This strategy assigns the users in a circular order, without priority. Every time the post function is executed, the next user is assigned in turn. Once every user in the user selection pool has been assigned to the issue, the strategy circles back and assigns the issue to the first user who was assigned.

-

Last active user

This strategy assigns the issue to the user who was last active in the issue. It takes into account both the issue's change history (for example, the user who last caused a transition) and the issue's comment activity. 

-

Total number of assigned issues 

With this strategy, the user with the least number of assigned issues in total is selected. 

Total remaining estimation

This strategy selects the user with the least remaining estimate in total across all the issues assigned to them.

(*) These user selection strategies also offer the ability to filter the issues onto which those strategies will be applied using a JQL statement. Simply enter your JQL statement and the post function will only consider the issues within the statement's scope.

The post function has now been added to the transition.

Example

For the configuration above, you should see the following on the transition page:

Important notes

  • If your selected User Selection Category does not include any users, the assignee will remain unchanged.

    • For example, this might occur if a User custom field has not been set for the issue.

  • When multiple users match your criteria, the assignee will be chosen randomly from the pool of matching users.

    • Example:

      • User Selection Strategy: Total Number of Assigned Issues

      • User Selection Category: Group (e.g., developers)

      • If developers contains Mark, Jane, and John, and both Mark and Jane have the fewest assigned issues (3 each), the post function will randomly assign the issue to either Mark or Jane.

 

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