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Creating Jira Workflow w/ Approvals

Maranda Butler

Hello I am having trouble getting the "Configure Approval" checkbox to appear in my workflow. I am trying to create an approval workflow that will request approval from a user group when trying to change status from "Parking Lot"

I have created a "User Picker" field and added to screen. I have created multiple workflows and played around adding Approve and Decline transitions but I still cannot get the additional "Configure Approval" check box to appear on any status or transition in the workflow. I am new to workflows so anything will help because I am sure it's something I am doing wrong.

Below is an example workflow, how do I Configure approvals in this worklflow ? Or can you provide an example workflow with approval , deny from status that I can review?

Accepted answers

Clark Everson

Hi @Maranda Butler

Welcome to community!

Normally that checkbox is an option you can do but you need to create a field for it, it's not something built in

So if you are trying to do it via a checkbox then you would need to make a custom field for approved with a checkbox

Alternatively you can just have an approved transition and only people in the approver role can move it

This is a decent article on it: https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/

And this previous post may help you: https://community.atlassian.com/t5/Jira-Software-questions/How-do-I-add-an-approval-to-a-Jira-software-project-workflow/qaq-p/917817

Best,

Clark

All comments

Clark Everson

Hi @Maranda Butler

Welcome to community!

Normally that checkbox is an option you can do but you need to create a field for it, it's not something built in

So if you are trying to do it via a checkbox then you would need to make a custom field for approved with a checkbox

Alternatively you can just have an approved transition and only people in the approver role can move it

This is a decent article on it: https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/

And this previous post may help you: https://community.atlassian.com/t5/Jira-Software-questions/How-do-I-add-an-approval-to-a-Jira-software-project-workflow/qaq-p/917817

Best,

Clark

Karyna Tyrnavska _SaaSJet

Hi, @Maranda Butler !

If you need to add a checkbox, to the approval workflow, drag and drop it from Form Builder

then set an approval step

My SaaSJet team has developed Business Process Manager add-on to automate business processes. Try it out for 30-day free with full functionality

Maranda Butler

Thanks for your reply. Possible to schedule a demo?

tsachi.nimni

Hi,
I looked into https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/
and it doesn't seem to work, the checkbox doesn't appear Screenshot 2023-01-11 at 21.25.23.png

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