How can I integrate an approval step into the workflow of a Jira Software project?

[Karthik Raja Jayaseelan]

Is it possible to establish an approval process in Jira Software for a software project without utilizing the service desk?

[Mary from Planyway · Accepted solution]

Hi @Karthik Raja Jayaseelan 

It's Mary from Planyway.

Yes, it is possible to establish an approval process in Jira Software for a software project without utilizing Jira Service Desk. While Jira Service Desk offers a more streamlined and built-in feature for approvals, you can still set up a basic approval process in Jira Software using a combination of custom workflows, statuses, permissions, and notifications. Here's a general approach to how you might do this:

1. Custom Workflow: Create a custom workflow that includes an 'Approval' step. In this step, you can set the issue to an 'Awaiting Approval' status.

2. Statuses and Transitions: Within your workflow, define statuses that represent different stages of the approval process (e.g., 'Awaiting Approval', 'Approved', 'Rejected'). Also, set up transitions that allow the issue to move between these statuses based on the approval decision.

3. User Roles and Permissions: Define user roles (like 'Approvers') and set permissions that control who can transition an issue into and out of the approval statuses. Only users with 'Approver' roles might be allowed to move an issue from 'Awaiting Approval' to 'Approved' or 'Rejected'.

4. Notifications: Use Jira's notification scheme to notify the appropriate users when an issue moves into the 'Awaiting Approval' status. This can prompt the designated approvers to review the issue.

[Karthik Raja Jayaseelan]

Thanks @Mary from Planyway 

[Aswin Raj D · Accepted solution]

Hello @Karthik Raja Jayaseelan ,

Yes, it's possible to establish an approval process in Jira Software for a software project without using the Jira Service Desk. Jira Software provides flexible workflow customization that allows you to incorporate approval steps into your project's workflow.

• Find or create the workflow associated with your project.
• Edit the workflow to add an approval step by modifying or adding a transition between statuses.
• Configure the approval transition by adding conditions or validators to ensure proper authorization.
• Set up permission schemes to control who can execute the approval transition.
• Test the modified workflow by creating or transitioning issues to verify that only authorized users can approve.

[Rilwan Ahmed]

@Karthik Raja Jayaseelan ,

Unlike JSM,  in Jira software the approvers shuld be granted access to the project and license will be consumed. 

[Karthik Raja Jayaseelan]

Thanks @Aswin Raj D and @Rilwan Ahmed