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Your step-by-step guide — save assignee us state
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. save assignee us state in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to save assignee us state:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to save assignee us state. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a solution that brings everything together in a single holistic workspace, is exactly what businesses need to keep workflows working easily. The airSlate SignNow REST API enables you to integrate eSignatures into your application, internet site, CRM or cloud. Check out airSlate SignNow and enjoy quicker, easier and overall more efficient eSignature workflows!
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hey guys totally from the fine edge up here thanks for tuning in today it's a very very important tutorial we're going to learn how to auto assign issues to any one injury why it is powerful let's say I have a QA in your team and you want all the issues that are in account K to be out of signed to case this person if there's only one person for example he or she doesn't have to do it manually it takes lots of time or let's say if you're moving issues from let's say done column you want it to be out of unassigned so if it was assigned to me I don't want to be assigned to me anymore because I want to I do reports and I do queries it will show up on a shooting because if you already done and I don't want to track those anymore so those would be sounding use cases the way I'm going to show it to you will open lots of doors for you you'll be able to automate your JIRA very very effectively so let's get right to into it please follow along and I hope you'll enjoy it let's do it so in my case I have a JIRA board and I have columns to do in progress than the creation upload to YouTube and done in as an example here I'll show you how to auto assign issue when you move from in progress to thumbnail creation and I will auto assign it to myself in this case but you'll be able to auto-assignment anywhere or honest honest on it so I'll show you how to do all this what you need to do first you need to go to project settings from there you need to go to workflows and I have to work sauce here one is called simplified workflow you probably have that one and the others YouTube videos workflow you can do it in any of them but I will show you how to do it in YouTube videos workflow because this is the one that I already created and this is the one that has this transition side talking so I click on edit icon and some of you guys are asking me Anatoli I don't have an edit icon so it won't work for me well the problem is permissions you don't have read permissions well you cannot do that so make sure you do have admin permissions ok so here we have lest and to be honest I enjoy lists but diagrams are much easier for me so when I do with transitions I usually go to diagram now click on diagram right now as well so here we see our simple diagram goes for open to do in progress tunnel creation upload to YouTube it goes to done and if you noticed when I hover into the arrows it shows us transitions so right now we care about in progress the thumbnail creation as I already talked about and this is transition call this video is recorded so what I'm going to do here we're gonna click on this and when we click on this we see the pop-up up here it's a very powerful pop-up we're gonna I'm going to do more videos on different parts of it but you can explore yourself loads that conditions triggers properties it allows you to do validators and today we're going to talk about post functions which is the last item in the tapa post functions allowed us to set up actions after the transition happens so when they move to impress the terminal creation before it softly done we want something to happen in our case we want it to be assigned to a user so let's click on post functions here is shows you all the steps that happening that issue status to the link status this nation work so those are all default one and a comment turn issue update change hysteresis you can see what JIRA does by default you actually remove some of those if you want oh actually those are the default one they cannot be removed but the regular ones can so in the top here we see in progress videos recorded tunnel creation and here you see all the default post functions so we want to add one more to do that we click add post function and this is already very powerful so it gives you a couple of templated things let's say assigned the current user if you want to move something and it auto centers so let's say Muslim from to do to in progress well probably you gonna work on it if you moved it so it will be to assign to you or you can assign it to live developer or you can stand to reporter you can clear any field but what I like is and what we're gonna focus today's update if you feel it's very powerful so it allows us to update any field when the transition happens so it's like this I click add and here we are we have add parameters that functions we have if you field and this can be any field but for us will be assignee and we were field well you so if you if you have unassigned it will unassign it from anyone if we click this one this allows us to set up a field a custom field so for us we want it to be said to anatoly's factor and when the transition happened we want issue fill assignee to be set to Anatoly Specter Nichol said to anyone here but I'll just do it for myself to show you an example then click add and here already we have we have the new post function and it's number one it says the assignee was issue will be set to Anatoly Specter exactly what we need the last thing before we check it out we need to publish a draft to this workflow isn't a draft state right now so I need to click publish a draft and if I want to save a backup copy I click yes and I can save it but I don't need to I just want to publish it as it is and the draft is now active so we are ready to see if it works or not so let's go back to our board ok guys we're back where we started this is our board and I have this still this issue that this JIRA tutorial how to change status in JIRA if I click on it is unassigned right now I'm not gonna assign it to anyone I'm just gonna drop drag it to thumbnail creation so drag it the thumbnail creation I give it a second and then you see my face appears here so and when I check it now it moves from unassign to Anatoly spec so automatically I did not do anything you can try it with another issue from of this one it's still unassigned if I move it to that column it becomes assigned to me again so this is very very powerful I hope this helps you if you're enjoying it please click the like button if you have any more questions about it please put that comments down below subscribe to this channel because I do it for you and I hope you like it if you need that help setting up your JIRA need help to unburden your team's to JIRA or any edge I'll help please go to define agile dot-com schedule a free consultation with me to see how I can help your business as I'm totally from define agile I appreciate all of you thank you for watching bye bye
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