Automation Rule

Question

Hi I have one scenario for automation kindly tell is there a solution to solve.

Scenario : We are having the approvals of associate team as 4 levels of approval like scrum signoff, PO signoff, Release manager sign off and IT Head approval all the four approval members are different like this we are having approvals for several teams. Is there any way to automate this?

Vignesh_j48x5k · Answer

I will clearly explain the scenario i am having a custom field named team which values are (Sales,GB,HE,HL) like this, then i have workflow like

(open -->Team lead approval -->in progress -->done)

If the user select the team Sales  and transition the issue to team leads means it will assign the issue to (emp1) , likewise if he selects the team GB and transition the issue to team leads means it will assign to (emp2) like this we have to update the assignee based on the custom field values, is there any solution for this?

Vignesh_j48x5k · Answer

@Karyna Tyrnavska _SaaSJet Thank you for your answer but i want free plugin or else i do it through automation rules or by creating json. is there any other ways please suggest it.

Karyna Tyrnavska _SaaSJet · Answer

HI, @Vignesh !

To get a 4- level approval from different managers, try out Business Process Manager. My team has developed this add-on for automating business processes, such as approval procedures.

Selected users/groups of users will be Assigned to Issue for Approval in the following order.

Also, I suggest you check the article about the approval process