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Approval Step

Merve Sena Yalçın October 4, 2024

 

Dear Team, I am trying to add approval to my Workflow step but this step does not appear? What could be the reason?

 

 

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3 answers

2 votes
Dirk Ronsmans
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2024 edited

@Merve Sena Yalçın ,

Afaik Approval is only possible on a JSM project AND on an Active workflow.

So if you are editing a Draft workflow or in a Jira project you won't have the option to set an approval step

 

https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/

Merve Sena Yalçın October 4, 2024 edited

dear team,

Is it like this? but still this option does not appear

Dirk Ronsmans
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2024

@Merve Sena Yalçın ,

Approval is only available on Jira Service management, not Jira Software

Like • 2 people like this
Merve Sena Yalçın October 4, 2024

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Merve Sena Yalçın October 4, 2024

Thank you Dirk.

 

But I need to make such a development. When I go to Waiting for aproval status I should send approval to the leader of the task owner. Do you have a suggestion

0 votes
Stephen_Lugton
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2024

As @Dirk Ronsmans said, If you're using Jira Software not Jira Service Management you won't be able to add an approval step.

 


 

A workaround would be to create 2 manual automations, both of which can only be used by the task owner:

 

1. Approve

Manual automation

->

Transition to Done

 

2. Decline

Manual automation

->

Transition to Declined

 


 

You will also need to add conditions to the Declined and Approved transitions to only work for automation

Stephen_Lugton
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2024 edited

Or even a simpler version; set the transitions in the workflow so that only the task owner can use them then get them to change it manually

 

 

And you could also add an automation to send the task owner a message in a Slack channel when the issue transitions to Waiting for Approval, or to add them as a watcher so they'll get a notification when the issue transitions

0 votes
Robert DaSilva
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2024

Hi @Merve Sena Yalçın ,

I believe the reason the "Approval" is not appearing as an option is the Status you are trying to add this Approval to does not have two distinct transitions. 

You can read more about how Approvals are configured here: https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/

I would first recommend adding a status, maybe called "Waiting for Approval", with two transitions. One into "Approved", another into "Rejected". Or, choose whatever terminology works best for your team or organization.

Once you have a single status with 2 transitions, one for approved, one for rejected, the Approval options should appear for you.

 

Hope that helps,

Robert

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