Looking to add Approval Stage somewhere in the middle of the workfow

Question

I have created a custom workflow and custom create issue screen. We want to add a step where if it gets approved it go to the next step otherwise it can follow the workflow as designed. For example:

Budget - Budget Approved /Budget Denied. The member tagged will approve or deny and the issue will go back to the original assignee.

After doing some research, people are saying you can edit the status which gives a checkbox as "approver" or something. I dont see that, is it only available on Jira Service Desk. I am using jira cloud. Is there a way to do it in cloud version?

Jack Brickey · Answer

While arguably not as easy as JSD, you can certainly set up approval workflow is within JSW. There are a number of existing threads in the Community on this already and you may wish to e poorest further. In fact, if you look to the right under recommendations I see a couple that might prove beneficial.

with that said here would be my guidance:

* use a post function on the transition into an approval status to assign the issue to the appropriate person for approval. 
* Create two transition out of the approval (approved, rejected) and depending on your requirements you can then use different post functions for each transition. 
* If desired restrict who can execute approved/rejected transition using a validate function on those transitions.

p.s. regarding checkbox there is a checkbox custom field that could be employed by the approver to select approved or rejected and then transition back out of the approval status to the “next” status.

Joe Pitt · Answer

This is how I did it

Approvals

You want several groups to approve an issue before proceeding. It requires a bit of work on the workflow, but simple stuff.  I use project roles for user permissions.

Create a select list for each area with N/A, Yes, No options

Create a transition from the status where you want them to approve for each group with the condition of only users in 'that' project role can execute it and the related select list must be empty. Each group will only see their transition and it isn't set. Have the transition go back to the initial status.

As each group completes the goes through their transition to approve or deny the transitions will disappear.

Now you need to decide how to proceed if there is a No selected by any group. I usually open a transition to a status of something like Rework Needed, or More Information Needed. and then go through the approving status again. If all options are Yes of N/A I make a transition to the next status available.