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Hello JIRA Community,
I have a use case where an employee raises a ticket with a two-level approval configured issue type.
Our requirements are:
Approver #1 is the user Manager (user assigns on the ticket)
Approver #2 is the VP who approves most funding requests (Admins assign - we're working on automating this) -
Update: Approver #2 step actually prompts a "Group of users" that happens to just have our VP. This is important to know since our Condition method changes to Advanced when looking up UserGroupPicker
What we're trying to accomplish via JIRA Automation is:
For any given Two-level approval issue
If Approver #1 = Approver #2
Then approve Step#2 if Step#1 is approved
Thank you for your help!
Do these approval stages take place in the same status or is Approver 1 in one status and the second approval is in another status within the same flow?
This will help you better understand how to build a basic automation rule.
Thinking about the scenario that each approval is in a different status, you can put together something very simple, like this here:
Assume that the first approval scenario transitions the issue to a status, so use the "Issue transitioned" trigger.
Use the condition to compare if the value where the "Approver 1" fpo added is the same field where the "Approver 2" is.
Then use the auto approval feature.
But I believe you will get better results after you first finish the second approver scenario you commented on.
Let me know if I can help you with anything else.
That way I believe it won't be difficult for you to set up this automation.
In automation for approver 2 use the trigger:
FROM > Waiting for Approval
TO: Wiating for funding approval;
Follow the same idea of the conditions that are in the print and test
If you have difficulties, let us know here ;)
I realize I said Manager #1 = Manger #2 but I just realized I have to verify if Manager #1 belongs to Approver #2 (which is a group). In this case, the below screenshot you gave me wont work.
Is there a way to check if the manager in approval #1 belongs to the Approver Group in phase 2 approval?
It is possible, but you will have to use advanced JQL features for this.
See how to do it:
In the second pass condition, change the condition to "JQL CONDITION" and try something along these lines:
"Manager 1[User Picker (single user)]" in membersOf("site-admins")
That is, I'm saying that the user entered in the "Manager 1" field is inside the "site-admins" group.
See the screen:
It worked perfectly for me :)
Fantastic! I spent 2 hours in Advance JQL but I am no expert, I couldn't figure out the membersOf("GroupName") part of things. For anyone following:
Conclusion... The goal was to auto-approve a step IF the previous manager already approved this ticket. The advanced JQL checks if Manager of approval #1 exists in the Group of Approvers for approval #2.
Thanks Fernando for your help!
Hi , what version of "Automation for Jira" you used here?
I have the same requirement and I could not find the "Action" to "Approve/Decline" a request automatically if approvers match.
I am using Jira Service Management - 5.2.0 and "Automation for Jira" plugin version : 9.0.3.
Please help me on this.