Smart Assignment Post Function
- Leen Aymach
- Derya Özdemir
This page is about JEP Cloud. Using Jira On-Prem? Click the On-Prem button above.
This post function enables you to assign an issue to a user using your choice from a variety of user selection categories and user selection strategies. It is simple to configure and can fit a variety of your needs. You can find a description of its capabilities below.
To add the Smart Assignment post function, follow these steps:
Click the Jira cog icon > Issues > Workflows.
After finding the workflow, go to the three-dots icon and click Edit. Navigate to the transition of your workflow.
Switch to the Post Functions tab.
Click the Add post function link.
Select JEP - Smart Assignment Post Function and then click the Add button.
Add the required parameters to your post function as explained below:
Enable Only if assignee is empty if you want this post function to execute only when the issue's assignee is set to unassigned.Â
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 |
|---|---|---|
Simple round robin | This strategy assigns the users in a circular order, without priority. Every time the post function is executed, the user next in turn is assigned. Once every user in the user selection pool has been assigned to the issue, the strategy circles back and assigns the issue to first user that 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. | ||
Click the Add button, and the post function will now be added to the transition.
Don’t forget to click Publish Draft to publish the workflow and save your changes.
For the configuration example above, you should see the following on the transition page:
Please note:
If your choice of a user selection category does not contain any users, the issue's assignee remains unchanged.
For instance, this would occur if you choose a user custom field whose value has not yet been set.If there is more than one user that matches your post function configurations, the assignee will be chosen at random from this group of matched users.
For example, assume that you choose the user selection strategy as total number of assigned issues, the user selection category as Group, and that you add the group developers. Assume also that developers contains Mark, Jane, and John. If John has 5 assigned issues and Mark and Jane each have 3 assigned issues, the post function will randomly assign either Mark or Jane since they have the same number of least assigned issues.