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Problem with automation

Artesa

Hi, please, could anyone help me with my problem? I would like to make an automatin which automatically set approval and ansigne it to approval person. But when I choose field Approvers, the error appears

My intention is:

Change request -> assign to IT manager to approve -> approve from IT manager -> assign to security manager -> approve from security manager -> assign to IT team (or back to requestor)

Could anyone help me with whis issue or help me how to solve my case?

Thank you so much.

Accepted answers

Michael Andolfatto_a62ntx

Hi @Artesa ,

Out of the box, it's not really possible the way you're describing. If you purchase an automation plugin like Scriptrunner or Automation for Jira, you could set this up.

There are potential workarounds you could use though. Disclaimer: JSD has a unique approval function with its own set of notifications and display on the customer portal, and using this workaround would not include those features.

If you set up a condition on each "approval status" to allow only the assignee of the issue to transition it, you can use Service Desk's automation to modify the assignee at issue creation/a specific status.

This would allow only the current assignee to click the approve/deny transition. It also wouldn't let you assign it to a team since the assignee is a single user field.

All comments

Michael Andolfatto_a62ntx

Hi @Artesa ,

Out of the box, it's not really possible the way you're describing. If you purchase an automation plugin like Scriptrunner or Automation for Jira, you could set this up.

This would allow only the current assignee to click the approve/deny transition. It also wouldn't let you assign it to a team since the assignee is a single user field.

Artesa

Hi Michael, thank you for your reply. So if I understand it right, if I buy plugin Automation for Jira i will be able to make automation as I need?

And what about plugin JSU Automation Suite for Jira Workflows?

Artesa

Hello, plugin Automation for Jira solved my problem with automation, but we need 2 phase approval, so my question is how to do it?

I need to solve this problem with approval and assign.

Change request -> assign to IT manager to approve -> approve from IT manager -> assign to security manager -> approve from security manager -> assign to IT team (or back to requestor)

Thnak you for your reply.

Michael Andolfatto_a62ntx

Hi @Artesa ,

You'll probably need to tweak your workflow to make it function the way you want. It looks like you have two approvals that are needed (IT Manager & Security Manager) so this can be handled in different ways.

You can either have two separate workflow statuses, for example Primary Approval which if approved goes to Final Approval, and will make the workflow follow the order of one approval before the other.

Alternatively, you can have a single approval stage, e.g Awaiting Approval with both managers needing to give approval for it to be accepted (though the order in which it's approved doesn't matter)

Assuming it's the first, you can go into Project Settings > Request Types > Change Request > Edit Fields and set the Approver field as a hidden field with the value of your IT Manager's username. When a Change Request is raised and it reaches the first approval stage, your IT Manager can approve it.

For the second approval, go into Project Settings > Project Automation and create a new rule.

Trigger: Issue Transitioned (From: Primary Approval, To: Final Approval)

Condition: JQL query: issuetype = "Change Request"

Action: Edit Issue: "Approvers" field, set your Security Manager as the new value.

Artesa

Hello Michael, yesterday I solved my problem by edit the default change workflow and copy approval setting field to approval by SM field.

Thank you for your support.

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