creat workflow

Question

We are currently working on applying a new policy and we want to implement it on Jira, and I need guidance on implementing it

The policy is when any request is submitted directly, the ticket is sent to the direct manager. After approval, the ticket is sent to the technical support team.

In conclusion, we do not want to send any ticket to the technical support team unless it is fully approved

John Funk · Answer

I think you have misunderstood something - I never said it was sent to a project.

Ahlam · Answer

John

To be honest, I do not see that this is correct, because how can any ticket be created on a project and this ticket is not sent to the project until it is approved, I see that this is impossible

If you think this is really possible, please explain the steps in general, no problem

John Funk · Answer

Hi Ahlam - Welcome to the Atlassian Community!

You should be able to do that with a series of Automation Rules. I assume that the Direct Manager is the person who does the approval. So I would setup a rule with an Issue Created trigger that puts the value of the Direct Manager into the Approvers field.

And then add a new action to Transition Issue to the next status that has the Approval attached to it. This should send the Direct Manager an email for them to approve.

Then when the Direct Manager approves it will go to the next status - so build a second Automation rule with an Issue Transitioned trigger that will send the email to the technical support team.