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Delegation of approval rights for JSM Users (Customer + Agent)

Muhammet Ayal
Atlassian Partner
March 11, 2026

The Core Concept

The solution provided here can, of course, be expanded and customized with different designs. The key is to understand and convey the underlying logic. First, a request form is designed on the Customer Portal as follows:

Screenshot 2026-03-12 at 01.29.14.png

Automation Logic

Next, if the user selected as the "Coverer" meets the necessary criteria while the issue is in the approval status, they are added to the "Approvers" field using a rule like the one below:

Screenshot 2026-03-12 at 01.31.14.png

 

lookupIssues: 

"Request Type" = "Out of office request (IT)" AND statusCategory != Done AND "Start date[Date]" <= startOfDay() AND duedate >= now() AND reporter ="{{issue.customfield_10003}}" 

P.S: In this case, {{issue.customfield_10003}} is User field - Actually, the real name of this field is User, but I've listed it as Coverer Approver on the portal side. It needs to be the same field as the User in {{lookupIssues.User}}, which is the last step in the automation process.

 

 

 

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