Create a workflow with custom approvers and 2 approval steps

Question

So I am building a workflow for project tracking.  Each project can be made for a different customer (employee within the org from any department), so it is important to allow for customization of the approver list.

I need to have 2 approval steps in the workflow

* Create Project ticket - Transition to Planning.
* Planning - User creates plan and clicks "submit plan"
* Pending Plan Approval - All approvers must approve before transition 
* In Progress - User works on project, once complete click "Complete Project"
* Pending Completion Approval- All approvers must approve before transition
* Complete

Is this fairly simple to implement or will there be any technical limitations of having this dual step approval with the custom approvers? (the approver list will be the same at both stages).

Elifcan Cakmak · Answer

Hello,

Think of this way, in this scenario, you will have more than one approval status. The workflow will be something like this:

* Create Project ticket - Transition to Planning.
* Planning - User creates plan and clicks "submit plan"
* Pending Plan Approval 1 - First approver should approve by clicking on transition "Approve"
* Pending Plan Approval 2 - Second approver should approve by clicking on transition "Approve"
* In Progress - User works on project, once complete click "Complete Project"
* Pending Completion Approval 1 - First approver should approve by clicking on transition "Approve"
* Pending Completion Approval 2 - Second approver should approve by clicking on transition "Approve"
* Complete

On "Submit Plan" transition, you should have a post function that assigns the issue to the first approver.

On first "Approve" transition, you should have a post function that assigns the issue to the second approver.

On "Complete Project" transition, you should have a post function that assigns the issue to the third approver.

On third "Approve" transition, you should have a post function that assigns the issue to the fourth approver.

Finally, you need to add condition to allow only assignee to make that transition on all "Approve" transitions.

Is this more understandable?

Regards,

Elifcan

unknown · Answer

Not quite.

Each approval step requires all project approvers to click approve.

Once they approved, it should automatically transition to the next step.

Elifcan Cakmak · Answer

Hello,

If you are using Jira Service Desk, it is simple with the features that SD offers to you. All you need to do is set up an approvars user picker custom field, add approval to the workflow step and add this custom field to the approval. You can check out this document:

https://confluence.atlassian.com/servicedeskserver/setting-up-approvals-939926369.html

However if you are using Jira Software, this might be a little tricky.

If the issue should be always approved by the same number of people (for example always two people should approve), you can add that many statuses like approval 1 and approval 2. Then assign to the relevant person on that status and give permission to only assignee to transition the issue. For example assign to user 1 on status approval 1. If user 1 approves, user 1 should click on transition "approve". Then issue should change to status approval 2. Here assign to user 2 and when user 2 clicks on transition "approve" the issue should go to in progress. The key point is to give permission to only assignee to make these transitions.

Hope this makes sense.

Regards.

Elifcan