Request with approval

[Matteo Forni]

Hi!

I am very new to Jira so I might be doing some very basic error. 

I am trying to create a workflow that needs, as first step, approval from the "managers" group.

I created the workflow, service request and custom field with a single group picker to be included in the request with a default value.

When I try if it works, the approver is never set and I need to add it manually from the service desk view.

This is my current workflow (from a template):

And this is the error I see after creating a request:

[Dirk Ronsmans · Accepted solution]

@Matteo Forni ,

Could you also post the setup of your approval step and the custom field configuration?

A simple workaround that we often use is to set the correct group either through an automation rule or a post function on the workflow transition to set the correct group.

That also allows you to use the same field for other workflows/projects.

[Matteo Forni]

Hi,

This is the custom field:

And this is the approval step:

As I said I am really a newbie here, could you explain me a bit your workaround?

Thanks!

[Dirk Ronsmans]

Sure, but could you first also show where you set the default value? I seem to miss that from your screenshots. 

Is that set on the request type perhaps? In the screenshot of the custom field configuration there is no default value set.

[Matteo Forni]

Sorry, I set it in the request types page, when I insert the field:

[Dirk Ronsmans]

Great, one thing I do notice is that in the request type you use the field "approval group pick" but in the approval step on the workflow it seems that you are getting the approvers from the jira field "approver groups"

So my guess here would that you mismatched the configuration there.

If you wish to use the "approver group pick" field, you'll need to select that one in the approver step on the workflow

[Matteo Forni]

Okey thanks,

when I try to change it in the workflow I don't see the field "approval group pick" as an available option.

Do I need to configure it somehow in order for it to be selectable?

[Matteo Forni]

I now tried using the Jira auto generated "Approver groups" and setting the default value in the "request types page".

It works (I get the approval email) but I cannot do it because the group doesn't have permissions. What am I missing? Do I need to set this permission globally in the administration page or as a project permission? 

[Matteo Forni]

Okey I had a problem of cache probably, now I managed to make it work (not with a custom field but with the auto generated "Approver groups").

Thanks a lot for your help!