Setting up a Multi User Approval

Izzy Clatworthy

Hello, my colleague and I are trying to set up a multi user approval to give their nod before an issue can proceed through the workflow. We have seen a couple different ways of doing this but are struggling to make any work.

We have the scriptrunner extension and are on a company managed project. 

We need have one person for each department to give their approval, ie. finance, after sales, engineering etc.

Ideally we would want this to use a field with a checkbox next to each name.

Please Help We're going round in circles

Frederik Vantroys

Hi @Izzy Clatworthy ,

Your solution should be something like : 

• Create a Checkbox Field:

Go to Jira Administration and navigate to the "Issues" section.
Under "Custom Fields," create a new Checkbox field, such as "Department Approval."
Configure the field to have checkboxes corresponding to each department involved in the approval process (e.g., Finance, After Sales, Engineering).
Define Workflow Transitions:

• In your Jira workflow, identify the transition(s) where the multi-user approval should occur (e.g., "Submit for Approval").
• Edit the workflow and add a new "Script Post Function" using Scriptrunner to the desired transition(s).
  In the Script Post Function, write a script that checks the value of the "Department Approval" field for each required department. If any department checkbox is not selected, prevent the transition and display an error message to the user.
  Example:

import com.atlassian.jira.component.ComponentAccessor

// Define the required departments
def requiredDepartments = ["Finance", "After Sales", "Engineering"]

// Get the issue and custom field manager
def issue = issue
def customFieldManager = ComponentAccessor.getCustomFieldManager()

// Get the Department Approval field
def departmentApprovalField = customFieldManager.getCustomFieldObjectByName("Department Approval")

// Check if all required departments have approved
for (String department : requiredDepartments) {
def departmentValue = issue.getCustomFieldValue(departmentApprovalField)?.toString()
if (!departmentValue?.contains(department)) {
return "Error: $department approval is required."
}
}

This script assumes that the checkbox field for department approval is named "Department Approval." Modify it accordingly if you have a different field name.

• Apply the Script:
• Save the script and apply the Script Post Function to the desired transition(s) in your workflow.
  Publish the workflow changes.