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Once a task is created, I need an automation rule to send an email notifying the approval

SAzaruddin.mp

Once a task is created, I need an automation rule to send an email notifying the approval group, project leads, and admins that they are the only ones authorized to approve the task. Once approved, the task’s status should automatically change to In Progress.

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Valerie Knapp_dpp5c6

Hey @SAzaruddin.mp , thanks for your question.

Please check out the automation library to get started, for example, here is a rule template for your user case https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/112184

Typically, we would support you with troubleshooting a rule that isn't working, rather than to write it for you.

Please have a go and let us know if you get stuck or need help.

Cheers

SAzaruddin.mp

I'm struck on this i tried to do that, but email is not going to any of the user that i mentioned

Kindly help me resolve this issue

Bill Sheboy

Hi @SAzaruddin.mp

Adding to the ideas from @Valerie Knapp ...

For a question like this, context is important for the community to help. Please post the following:

what type of project is this (e.g., company-managed, team-managed, etc.),
an image of your complete automation rule in one image file,
images of any relevant actions / conditions / branches,
an image of the audit log details showing the rule execution, and
explain what is not working as expected and why you believe that to be the case.

Kind regards,
Bill

Valerie Knapp_dpp5c6

Hi @SAzaruddin.mp , thanks for your feedback. As @Bill Sheboy , we need more information to be able to help, like to see the rule, when you're trying to run it and what the audit log says.

Please provide more information.

Cheers

Cristian0791

Hi Saharuddin,

Hope you are doing well.

Can you please let us know if your project is a Software project or a Service Management project?

Why we need this:

In the Service Desk project you can set an approval step on the workflow and this will automatic send an email to the approver group

If you are using a Software project you can build a Jira Automation:

Beside this you can block the transition from the workflow to be preformed only by the users with a specific role and provide the people from your group this role. With this you ca be sure that no other persons can preform this transition.

Hope this helps.

Bill Sheboy

Hi @Cristian0791

I am not the original poster asking the question. If you check the top of the thread you will find the poster asking the question to help mention / alert them to your suggestions. Thank you.

Kind regards,
Bill

Cristian0791

Hi Bill,

Thank you for clarifying. I’ll take a moment to revisit the thread to ensure I fully understand who the original poster is.

That said, I’d appreciate it if we could approach the discussion with a bit more patience. Thank you!

Bill Sheboy

My apologies if you found my post read that way! I perceived you had only seen part way down, and not the original one. Thank you for the feedback.

SAzaruddin.mp

Hi @Valerie Knapp Screenshot 2024-12-29 143520.png Screenshot 2024-12-29 143543.png I tested this automation, but the email did not reach the approval group.

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