I am creating a custom workflow which needs the customer who submitted the ticket to approve the quote before it goes to a manager for approval. I cannot seem to work out how to do this, any help would be much appreciated.
Hi @Ben Andrews,
I had the same problem and find a solution if you still need it.
On the transition before your "approval status", add a postfunction to duplicate the value of the reporter field (or customer custom field) to your approvers field (or approver custom field).
Then the configuration is the same as any approvals setting.
Hi @Ben Andrews
Please visit the below KB articles which were provided by Atlassian for the Approval process.
Hi @Yogesh Mude,
This doesn't quite answer my issue. I need the customer to approve the issue. (i.e. Service Desk sends the client a quote for the work and the customer then approves this to move it onto manager approval). None of these documents explain how to assign the approval back to the customer
If you want to show the transition to the customer in jsd portal, than follow the steps;
Also look at this page for approvals;
This doesn't quite answer my issue. I need the customer to approve the issue. (i.e. Service Desk sends the client a quote for the work and the customer then approves this to move it onto manager approval)
did you view the links that Yogesh provided? You should be able to do the following:
if you want the Requestor to approve then update the WF and choose Requestor for the appropriate status. If you need a customer other than the requestor then you need to add the specific name(s) to the custom field.
I don't have the Requester Option?
I can add a custom field called Requester but do not know how to automatically set that field to be the name of the customer/requester.
my bad. that is a custom field that I created long ago and had forgotten. So forget that. :-( You will need to define the customer(s) names. I don't know of any other method at this point.
Though you know, if all you want is the customer who reported this issue to approve you could simply transition to "Waiting for Customer" and ask for their approval via comment.
Hi! To set the requester as the approver, set up the "Approver" field as outlined above and then!
go to your workflow
on the create issue transition add a post function
choose "Copy Value From Other Field"
Source Field: Reporter
Destination field: Approver
check Copy within same issue
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