Send approval to a group during status transition.

Question

Hello my community friends!

I'm developing a shopping portal, where when creating the requisition, an email is sent for the area manager to approve. Once approved, it is sent to the buyer who will proceed with the requirements and budgets survey processes. When it ends, it should be forwarded to the financial officer. Doubt arises there. How should I make it so that during the budget transition for approval it is sent to the finance officer.

Sorry for the simplistic question, but I'm still in the Jira training phase.

Thank you very much in advance!

Chu Dam · Accepted Answer

Hi Laurent,

The doc to build approval workflows with JSM Cloud is here: https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/

For a group approval in JSM Cloud, here is the doc: https://support.atlassian.com/jira-service-management-cloud/docs/add-a-new-custom-field-to-a-project/ You need to create a group picker field, and then use it in your approval workflow step.

If you want me to help a bit more I would need a bit more information, like a workflow screenshots, transitions details with conditions, validator and post functions...

Cause out of the box like that it's quite hard to give you more help.

I hope this helps a bit at least.

Cheers,
Dam.

Karyna Tyrnavska _SaaSJet · Accepted Answer

Hi, @Laurent Souza Ferreira !

To build multiple approvers try out the Business Process Manager add-on.

*  Create a Template with a Form builder

2.  Then add Approver to the workflow

3. Approval forwards in sequential order. In your case, it can be the manager, the buyer and then the financial officer