Redmine Assignee Filter

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The Redmine Assignee Filter Plugin makes assigning issues in Redmine more efficient by showing only qualified users in the assignee dropdown based on their roles and permissions. This ensures that only authorized team members can handle tasks, leading to better accountability and smoother workflows.

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Description

The Redmine Assignee Filter Plugin enhances the user experience by providing a dynamic filtering mechanism for assignees in issue management. This plugin addresses a common challenge faced by Redmine users: the inability to restrict the list of potential assignees based on their roles and permissions. With this plugin, when a user attempts to update an issue from one status to another, the assignee dropdown will only display users who have the necessary permissions to further modify the issue. This not only streamlines the assignment process but also ensures that only qualified team members can take on tasks, improving accountability and workflow efficiency. In other words, the plugin ensures that when users update an issue from one status (Status A) to another (Status B), they are presented with a limited list of assignees. This list is specifically curated to include only those users who have the authority to further update the issue from Status B to any subsequent status (A, C, D, …).

To illustrate this process, let’s dive into an example scenario. In our project, we have set up a workflow matrix for the role of Reporter within the Feature tracker. Here’s how it looks:

Workflow matrix illustrating the allowed status transitions for the Reporter role in the Feature tracker, highlighting the path from Feedback to Closed.

This workflow matrix specifies that the Feedback status can only transition to Closed. Understanding this flow is critical, as it establishes the boundaries within which our users can operate.

In our project, we recently added Marta Novak as a Reporter. This designation allows her to manage and update issues as necessary. Here’s a snapshot of her assignment in the tracker:

Overview of Marta Novak's assignment as a Reporter within the Feature tracker, showcasing her access to manage issues.

When adjusting an issue’s status to Feedback, our workflow permits the selection of Marta as the assignee. This works effectively because our configuration allows changing the status from Feedback to at least one other status—in this case, Closed. This is a crucial aspect of user permissions, ensuring that the right personnel are involved at the right stages.

Interface showing available assignees when transitioning an issue to Feedback, confirming Marta's ability to be selected for assignments.

However, an important restriction emerges when attempting to transition the issue to another status, such as In Progress. Here, Marta‘s name does not appear in the list of assignees, highlighting a limitation in our current workflow setup.

Display of the assignee options when attempting to change the issue status to In Progress, revealing the missing entries for current Reporters.

The Redmine Assignee Filter Plugin is an essential enhancement for teams utilizing the Redmine project management system. By providing a targeted and intelligent approach to assignee selection, this plugin empowers teams to work more effectively and efficiently, ultimately leading to improved project outcomes and success. With its user-friendly interface and seamless integration, the Assignee Filter Plugin is a must-have tool for any organization looking to optimize their project management processes and enhance team collaboration.

Additional information

License

Single Server, Multiple Server

Features

Dynamic Assignee Filtering

Automatically adjusts the list of available assignees based on the selected issue status, ensuring that only users with the appropriate permissions are displayed.

Enhanced Workflow Control

Maintains project integrity by ensuring that only qualified users are available for assignment, thereby minimizing the risk of errors.

User-Friendly Interface

Integrates seamlessly with the existing Redmine interface, providing a smooth user experience without the need for additional training.

Installation

1. Unzip plugin file into Redmine plugins directory >> #{RAILS_ROOT}/plugins.

2. Run the following command in #{RAILS_ROOT} to upgrade your database (make a db backup before):

bundle exec rake redmine:plugins:migrate RAILS_ENV=production

3. Restart Redmine

You should now be able to see the plugin list in Administration -> Plugins and configure the newly installed plugin (if the plugin requires to be configured).

Uninstalling

1. Run the following command to downgrade your database (make a db backup before):

bundle exec rake redmine:plugins:migrate NAME=plugin_name VERSION=0 RAILS_ENV=production

Note: Please replace the phrase “plugin_name” with the actual name of this plugin.

2. Remove your plugin from the plugins folder: #{RAILS_ROOT}/plugins.

3. Restart Redmine