how to set up a two step approval

Jack Brickey

I am building a workflow for HR staffing. In that workflow the first status is BU Approval if approved it is transitioned to CFO Approval status and from there an HR JSD agent takes control of the process. I have gone thru Atlassian documentation and they mention that multi-step approvals are possible but don't provide an example. 

I have exposed the Approvers list on the portal which by design is meant to contain the BU Approver and I believe this is working ok. My question is how do I set up the second approval such that the CFO receives a notification If BU approves?

image2016-11-9 21:7:16.png

image2016-11-9 21:7:16.png

Jack Brickey

I figured it out. Captured here for anyone that might find useful in the future.

Basically you need two different approval fields. I used the JSD default Approvals field for the first approval and created a new CF "CFO Approval" field that was a single user field. Then:

1. Workflow
   1. configured the "Awaiting BU Approval" to use the "Approvals" field
   2. configured the "Awaiting CFO Approval" to use "CFO Approval"
2. For the "Approvals" field I Configured it w/ a list of default users (approvers)
3. Project>Project Settings>Request type>Edit Fields:
   1. added both Approvals and CFO Approvals making Approvals required and hiding the CFO Approval from portal. When you hide it you will be asked to provide the approvers name.

Resulting behavior:

1. Requestor makes request and selects one or more of the listed approvers. Note you can modify how many approvers are required for the status in the workflow. I set mine to a single approver. So if the requestor lists more than one approver then any one of them will move the request along to the Awaiting CFO Approval status.
2. Email notification is sent to all approvers that requestor listed/choose.
3. Approvers log into portal and approve/reject the request
4. If approved then it moves to Awaiting CFO Approval and the CFO is notified by email.
5. CFO logs into portal and approves/rejects
6. the rest is pretty straight forward...