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Automation and Approval Groups

Mark Higgins
Community Champion
November 19, 2023

I need to send reminders to people if they have not approved a change request.

The Change request, can have multiple Approval groups, and then in each group is a list of approvers.

Firstly, how do I get hold of the Approval Groups field? I assume it is its customfield number, but once I have the field. how does one go through the list and then check if anyone from that 'group' has approved the change?

thaks

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Ste Wright
Community Champion
November 19, 2023

Hi @Mark Higgins 

You should be able to do this with some of Automation's native features.

The rule below...

  • Has a scheduled trigger, to check for tickets which are pending approval
  • Sends the pending approvers an email to reminder them

---

  • Trigger: Scheduled
    • Run Rule Every = As required
    • Run a JQL Search = TRUE (checkbox)
    • JQL - Approvals = pending() and created < startOfDay(-3)
  • Action: Send EMail
    • To = Pending Approvers
    • Subject / Content = As required

---

You can add conditions, additional JQL requirements (eg. Issue Type), etc - depending on your scenario. But this should be the basics you need for a successful rule.

Let us know what you think!

Ste

Mark Higgins
Community Champion
November 21, 2023

Thanks @Ste Wright much appreciated. I did think, that I was over thinking it :-) 

Like • Ste Wright likes this
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