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Auto-Assign to Relevant Parties

garrettr I'm New Here May 07, 2021

I am building a service request project and would like the workflow to automatically assign to direct supervisors for initial approval, then once they approve it goes to Operations for approval before the purchase is made, and the ticket closed. 

Is there an easy way to do that?

Here is the workflow I'm thinking if that is helpful:

  • 1) Employee Enters
  • 2) Direct Manager Automatically Assigned
  • 3a) Approved - automatically assigned to me
  • 3b) Rejected - automatically closes
  • 4a) Operations Approves - move to Complete Purchase
  • 4b) Operations Rejects - either...send back to supervisor for review, or close the ticket
  • 5) Complete Purchase - stays with Operations....mark complete when done and
  • 6) Close

1 answer

1 vote

@garrettr -

Welcome to the Community.  You will need to customize your WF and utilize post-function calls to accomplish what you are looking for at the different transitions (moving an issue from status to status and even at issue creation time).

We use different 3rs parties add-ons to make WF customizations without complex codings, here are a list of them -

ScriptRunner for Jira

https://marketplace.atlassian.com/apps/6820/scriptrunner-for-jira?hosting=cloud&tab=overview

JSU 

https://marketplace.atlassian.com/apps/5048/jsu-automation-suite-for-jira-workflows?hosting=cloud&tab=overview

Jira Misc Workflow Extensions 

https://marketplace.atlassian.com/apps/292/jira-misc-workflow-extensions-jmwe?hosting=cloud&tab=overview

Lastly, depends on your Cloud license (if you are "Premier" level for JSM), then you should also check for the "Automation for Jira" (included in for "premier" subscription) to accomplish your asks by setting up automation rules.

NOTE - the only drawback on your asks is that some of the setup would be "hard-coded" (i.e. assignee auto setup).  Thus you will need to update your setup when something changes (i.e. the original assignee is now a different user etc...)

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

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