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Workflow approvals without service desk

Burne Claydon-Light
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March 25, 2019

I'm trying to implement a change request workflow using the "document approval" workflow template. I would like to have three lines of approval which appear on the issue page and are assigned automatically when the CR is submitted. 

Will it be possible to implement this without purchasing Jira service desk? 

Thanks,

1 answer

1 vote
Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 25, 2019

Hello,

Welcome to Atlassian community!

The default approval functionality is only available for JIRA Service desk, however, you can implement a similar workaround on JIRA Software by adding conditions to your workflow. The steps would be:

  1. Ensure users are grouped by department, for example: User Dept A, User Dept B.
  2. Create a new state after the open state in the workflow. Name it as "Approval". 
  3. Create a transition, for each department, to the "Approval" state, for example: Department A approval

  4. Add a condition to new transition, Department A approval,  "Only users in group User Dept A can execute this transition". Configure a similar condition for each new transition created to associate it with the user group. 

  5. Lastly, add a post function to each transition that sets the Assignee field to the Manager who will approve the issue (ie: The Assignee of the issue will be set to Manager A). Remember to configure your permission of assignable user and transitioning issue. Configure a similar Post Function for the rest of the new transitions. 

For more information about this workaround, refer to the documentation below:

How to create manager approval for multiple departments in a workflow

Let me know if this information helps!

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