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How to set up an automation to auto-fill the approver names in the Approvals based on condtion?

calvin.monteiro July 10, 2024

Hello,

I have 4 sets of approvers. Now I have 4 different Status. For each status, I need to add a set of approvers and I can directly configure this in the workflow. But the catch is that each issue/ticket can be categorized differently based on project type. That means,

Project Type 1: Approvers A, Approver B, and Approver C.

Project Type 2: Approver E, Approver G and Approver C.

And so on. There are about 14 different types of Projects.

I was planning to create a workflow and select no approvers.

Workflow.png

That was every time a ticket is in a status that require approval, the Approvers list can be manually fed.


Screenshot 2024-07-11 162313.png
Now, I want to automate this. I have been trying to create an automation. The automation should do the following.

1. If issue in Status (Approval required).
2. Condition: If Project Type = Type 1
3. Set Approvals as Approver A, Approver B, and Approver C.
4: Condition: Else IF Project type = Type 2
5. Set Approvals as Approver D, Approver E, and Approver C.

I don't think this action is available within Edit Issue. I have not used the advanced editor before and am unsure how to go about it. I would appreciate if someone could help me out here.

1 answer

1 vote
Alex Koxaras -Relational-
Community Champion
July 10, 2024

Hi @calvin.monteiro and welcome!

Since you are on a premium plan of JSM, I would use the Assets to achieve that. I would create two object types, "project type" and "approvers". The former would have two attributes, name and "approver" which would be an object pointing the approvers object type. "Approvers" object would be mapped to jira users. After that I would use automation to populate the approvers field based on the selection of "project type".

calvin.monteiro July 10, 2024

Hi Alex, thanks for this. I understood what needs to be done by reading your answer, however, I cannot see Assets in my JSM. Do I need to ask my admin for me to view Assets?

Alex Koxaras -Relational-
Community Champion
July 10, 2024

Are you in the premium plan of Jira?

calvin.monteiro July 10, 2024

yes

Alex Koxaras -Relational-
Community Champion
July 11, 2024

Then ask your admin to grant you access. Altough I believe that you would be able to see the selection.

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