Automation for approvals

[Patrick Wernerus]

Hi,

I am currently trying to create a new request type. New requests should be assigned the status “Awaiting approval” and either user A or user B should be added as the approver.

So far, I have only found that I can set a fixed approver in the workflow, but I cannot distinguish which author the request comes from.

And in the automation, I cannot specify the approving users.

Is there another way? Have I overlooked something?

Thanks for helping

[Pedro Olmo]

Hello @Patrick Wernerus ,

Welcome to Atlassian community.

 You can set up an automation with the trigger When issue transitions to Awaiting approval. Add a condition for the issue type (e.g., Incident and/or Service Request), and use an Edit issue action to update the Approvers field with the required users. 

Automation example:

Regards

[Pedro Olmo]

Hello @Patrick Wernerus ,

The field called Genehmigende is the one that approves, and the one you need to edit from Automations.

Regads

[Patrick Wernerus]

If i set a approver, these user will not be set as approver for the approval.

Here is my basic test automation: 

And here the result from the ticket view:

As you can see, the "Approvers" was set, but not for the approval process.

I need to set it in the approval process. Is there a way to do this?

thanks!

[Pedro Olmo]

Hello @Patrick Wernerus ,

What is the genehmigen field?

You have to see which field is the one that passes in your transition approval.

Approval guide here: https://support.atlassian.com/jira-service-management-cloud/docs/set-up-approvals/

Regards

[Patrick Wernerus]

Hi @Pedro Olmo

the "Genehmigende" field is where we set the user which has to approve or decline.

Here´s our Workflow:

[Pedro Olmo]

Hello @Patrick Wernerus ,

The field called Genehmigende is the one that approves, and the one you need to edit from Automations.

Regads

[Patrick Wernerus]

Unfortunately, I can't find the field in Automation :(

[Pedro Olmo]

Hello @Patrick Wernerus  

You can add approver field in workflow to "Approver source"

Attach image:

Regards

[Pedro Olmo]

Hello @Patrick Wernerus ,

You can add approver field in workflow to "Approver source"

Any news?

Regards