How to automatically change the assignee when transitioning the workflow

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Purpose

You can automatically change the Assignee when transitioning from one status to another. We'll use a workflow post-function to do this.

Solution

  1. Log in as a user with the Jira administrator global permission.
  2. Click on the icon in the navigation bar, choose Issues, and Select Workflows (in the left sidebar):
  3. Locate the workflow to edit and choose Edit.
  4. If you're not in diagram mode, choose Diagram.
  5. Select a transition to add the post function to (hover over the transition line and click the line or name that appears), and click Post functions:
  6. Click Add Post Function:
  7. Select Update Issue field and choose Add:
  8. Select Assignee as the Issue Field to update:
  9. Click in the text field and type the name of a user, then select the appropriate user (or choose Unassigned or Automatic)
  10. Click  Add then choose Publish Draft to finalize your changes:

Alternative solution (using Automation for Jira)

For this alternative solution, you must have Automation for Jira installed - either  Automation for Jira  or  Automation for Jira Server Lite (free) .

This solution might be advantageous, if you want to automatically set the assignee field through the whole project (regardless of the workflow associated to the issue type), and don't want to modify multiple workflows in the same project.

Once you have installed the add-on Automation for Jira, you can follow the steps below:

  • Go to the page Project Settings > Project Automation for the project where you wish to implement the solution
  • Click on Create rule to create a new automation rule
  • Configure the rule as follows:
    • Trigger: Issue transitioned (select the statuses from which to which you would like to automatically set the assignee field)
    • Action: Edit issue (select the Assignee field as the field that needs to be set, and select the user)
  • Give a name to the automation rule, and turn it on


Last modified on Mar 21, 2024

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