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Multiple approval paths based off of data entered - automation

Ryan Thomas_gk04dy

Been asked to setup automation to push approval down certain paths. These paths will be dictated by data entered (total cost & service code[SC]).

The first step of approval will be sent to 1 of 5 people depending on cost and SC.

(These 5 possible people are not the same for every SC)

The second step of approval will always go to the same person, but the first step of approval must be complete before it is transitioned to the second step.

Firstly, is this possible?

Secondly, if so I'm presuming a plugin will be needed - if anyone could point me in the right direction that would be appreciated

Accepted answers

Fabian Lim

Hi @Ryan Thomas

Yes it's possible. No plugin needed.

Use a combination of Jira automation to set the approvers based on your conditions and then update the workflows to set the custom field for the approvers for the different stages (statuses).

Regards

All comments

Fabian Lim

Hi @Ryan Thomas

Yes it's possible. No plugin needed.

Use a combination of Jira automation to set the approvers based on your conditions and then update the workflows to set the custom field for the approvers for the different stages (statuses).

Regards

Ryan Thomas_gk04dy

Hi @Fabian Lim,

Thanks for the response - that's great.

Within my workflow I don't seem to have the option to select a custom field. This is what I see when I select a status to change:

Fabian Lim

You should see something similar to this video. Link: https://youtu.be/J8G2gBAZg2U

From a jsm project template try to look for the workflow with the approvals.

Karyna Tyrnavska _SaaSJet

Hi, @Ryan Thomas !

To set multiple approvals in sequential order try out Business Process Manager add-on. You can set a single or group of approvals.

So, the first step of approval will be completed before it moves to the second step.

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