Summary
Keychain introduces a new custom field type to your system named Delegate Users Field.
This custom field shows the delegates of one or more users, according to its configured delegation source and delegations defined in the Delegation Configuration page.
It is a read-only custom field. It doesn't allow you to edit values if put on edit or transition screens.
You can create a new custom field of this type using Jira Administration >> Issues >> Custom Fields >> Add custom field.
Configure Custom Field
Any custom field can be configured using the Configure menu item in the custom field's context menu on the Custom Fields page.
Once you open the configuration page of the custom field, click on Edit Delegator link to configure the delegation source of the custom field.
Delegation Sources
The field can be configured to get its Delegator from a number of sources.
Please note that the Current Issue name referenced below is the issue that this custom field is displaying a value for.
Assignee
If configured for Assignee, the field will take the assignee of the current issue as Delegator and will display the Delegates defined for that user as its field value.
Reporter
If configured for Reporter, the field will take the reporter of the current issue as Delegator and will display the Delegates defined for that user as its field value.
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 will display the Delegates defined for that user as its field value.
Single User
If configured for a Single User, the field will ask you to pick a user. Then it will use that user as Delegator and will display the Delegates defined for that user as its field value.
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 will display the Delegates defined for those users as its field value.
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 will display the Delegates defined for those users as its field value.
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 will display the Delegates defined for those users as its field value.
Category
Category selection determines which delegation category the delegate will be based on.
If a specific category is selected, the delegator's delegate in that category and (since the General category implicitly includes all other categories) General category will be shown in the custom field.
If General is selected, the delegator's delegates in the General category will be shown in the custom field.
Including Source Users
The Include source user(s) (Delegators) checkbox allows you to include the delegators in the selected delegation source to the field value.
It is unchecked by default.
If checked, the custom field displays delegators and delegates together. If unchecked, the custom field only displays delegates.
This feature is useful for cases where you need the names of delegators and delegates together, cases such as JSM Portal Approvals
Use Cases
- DEL v1.4 - Using Keychain Custom Fields for JSM Portal Approvals
- DEL v1.4 - Using Keychain Custom Fields for Search
- DEL v1.4 - Using Keychain Custom Fields in Issue Security Schemes
- DEL v1.4 - Using Keychain Custom Fields in Notification Schemes
- DEL v1.4 - Using Keychain Custom Fields in Permission Schemes
- DEL v1.4 - Using Keychain Custom Fields with other apps' Conditions