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Workflow - Add Approval Step for Group

Taylor Chappell_43og1t

I've added an approval step in the workflow, but there is no option to check "include this step for approval" or whatever it says. There is only the option for properties.

What I need is the ticket to have an approval step where anyone from a group can approve. Ideally, we'd be able to set the approval from 1 to the entire group required.

However, adding approvers and an approver step doesn't seem to lock the ticket or wait for approvers or add an approver button for individuals or groups.

Screenshot Workflow.png

Accepted answers

Tobias H

Hi @Taylor Chappell and welcome to the community!

First of all, you need to transition arrows in order to get the checkbox for "Include approval step" to appear. As your workflow only has a transition for approved, it's not possible to be an approval step, as what would happen if it was rejected?

After adding another transition arrow for rejected/declined, you will get the option and you can set up the Approvers group.

Hope that helps!

All comments

Tobias H

Hi @Taylor Chappell and welcome to the community!

After adding another transition arrow for rejected/declined, you will get the option and you can set up the Approvers group.

Hope that helps!

Tomislav Tobijas

Hi @Taylor Chappell another note on approvals and on what Tobias said (although I'm not 100% sure if you need to have two outgoing transitions in order for this option to show) - in order to get that "Include approval step" to pop up on the status, you need to connect this workflow with a service project/issue type within service project. If it's only an inactive workflow, not connected with any issue type, this option will not show up.

Taylor Chappell_43og1t

Hi @Tomislav Tobijas It is used by 1 project and a service type already.

Taylor Chappell_43og1t

I added a transition and status for Rejected that branches from awaiting approval and I don't see the option.

workflow 2 transition.png

Tomislav Tobijas

Now I see we're talking about DC platform, although from my knowledge this should be the same. Can you just double-check this project that's using the workflow is JSM project?

Or can you try to assign it to another JSM project to see if that will help?

Taylor Chappell_43og1t

It is a Software project instead of a Service project, if that's what you mean.

Tobias H

Hi again! Totally missed that this was DC and not Cloud, so here is the documentation for that: https://confluence.atlassian.com/servicemanagementserver/5-add-approvals-to-your-workflow-1082527843.html

And from seeing the discussion with Tomislav, I also saw that you are in a Software project which do not have any approval steps. I found this article from an Atlassian staff on how to create a makeshift approval flow, but it won't mimic the JSM approve/decline buttons: https://community.atlassian.com/t5/Jira-articles/Add-an-approval-step-using-Jira-Software-and-Work-Management/ba-p/2182531

Taylor Chappell_43og1t

Thanks for the links, @Tobias H! Yeah our team had some janky scripts and looks like we might just need to embrace those further, unfortunately. I'll take a look at those resources and see if I can work them out. Thank you for your contributions!

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