Automation on checkbox in Jira software

Question

Hi All,

Hoping you help me in the automation.

Case:

I have a multiple CAB approval groups under a "main CAB"

Lets say   "Main CAB" is a check box list and under that

CAB_1

CAB_2

CAB_3   and so on  there are multiple check boxes.

When i select these CAB_1 and CAB_2, the issue should be notified to the respective groups and they need to APPROVE or REJECT.

If CAB_1 and CAB_2 got approved the main status can be transtioned to next status if not remain same.

How to Achieve this ?

Gaurav_0av1h6 · Answer

Hello @Raghava Reddy

With Jira Software cloud, the approvers will not be able to APPROVE or REJECT; where Approval take it to next stage and Rejection closes it out.

The approvers will be able to add comment informing of the decision. The ability to comment and Transition from a particular status can be restricted with Jira Software.

Let me know if this helps or if you have any other questions.

Raghava Reddy_bgjzhr · Answer

Hi Gaurav,

Thankyou for the Answer.

We are using "jira core software" (cloud version).

Will this applies same to it.

Help advise

Gaurav_0av1h6 · Answer

Hello @Raghava Reddy

Welcome to the community.

For the above scenario, you will need to update the workflow and create an automation rule. Also, the ability to APPROVE or REJECT is possible in Jira Service Management by default, so I would suggest you use that.

Automation rule will help you assign the change to the appropriate group/s depending on the selection.

Workflow would define the required approvals from each group.

For example, I have created a rule for changes when transitioning from Planning to Authorize status. Since we have checkbox, we can have either CAB 1 or CAB 2 or both selected. The below screen shot reflects the automation rule for the same. This will add the appropriate approval groups to the change.

We will need to make a change to the workflow. Edit the workflow and select the status on which you need to add the approval stage, click on configure; Select 'Approver Groups' and for Approvals Required, default is 1 which can be increased. The default '1' means at least 1 approval from each group.

Please note, this can be customized to suit your specific use case.

Kindly let me know if this helps or if you have any questions.