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how can you mark an issue as approved by the customer prior to assigning it to a sprint

JoAnn Sausnock
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October 14, 2021

My customer wants to use a field or something in the workflow to reflect their approval to work on a ticket prior to it being assigned a sprint for active work.  We are currently using the Comment field and a SOP requires the customer approval there; but the customer wants something more than just SOP to drive the workflow.

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Nic Brough -Adaptavist-
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October 14, 2021

There are two ways I've seen this done that are quite intuitive and obvious to people.

Option 1 - as you've suggested, is to add a custom field for showing "yup, go ahead and do this one".  Sometimes it's as simple as a single check-box, but I prefer to have a user-picker that names the person saying "yep", so we don't have to dig through the history or comments, and we can report quickly on "who is saying yep and how much"

Option 2 - do it in the workflow.  Assuming new issues start in the status "new", and then go into "in progress" when you start work on them, then add a "ready for work" status in between those two.   

The nicest one I've done is a combination of those - people could transition from "new" to "ready for work", and a script filled in the custom field with their id automatically, so we captured the reporting.  In one place, we also removed "new" from the board selection filter, so developers didn't see unapproved issues in the backlog, and in another, we used "and approver field is not empty".

JoAnn Sausnock
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 14, 2021

thanks for the help.  

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