Allow customers to approve or submit forms.

Raoul Hofmann

Hi,

I've got form workflow that I'm trying to migrate away from Drupal forms and I'm not entirely sure how or even it its possible in Jira.

Essentially a customer (in this case an employee) submits a form, this form needs manager approval before the service request gets created and once it's been approved a service request is created. So how it's been working with the old forms is that once the form has been submitted an email is sent with either another form which the manager needs to fill with additional information or an action check option (like the second picture). 

The issue I'm facing is that the manager are not licensed users, the only licenced users in the system are the ICT team members and we would not want to change that as managers only need to do this process and wouldn't need to do anything else within Jira.


Thanks

John Funk

Hi Raoul - Welcome to the Atlassian Community!

You can add the user as a Customer, which does not require a license. Then you can use the built in Approval function of JSM to let the user approve. Just use the Approvers field as the field to do the approval, and populate the user into the Approvers field - either when the issue moves to that Status or prior (but after any other approvals that need to happen first). 

So basically, the Approver does not have to have a license if you follow that process.