Can I create an approval process in JIRA Software using Jira Automation

[jiratickets]

My team has setup a JIRA software project but I don't see much options to use workflows for an approval process. This is not a JWM project. Is it possible for me to create an approval process via JIRA automation? I am new to Jira and any help would be much appreciated!

[Ste Wright]

Hi @jiratickets 

You can do this, but it'll take some setting up. I'd also use a Company-managed Project.

Automation can help, although I'd modify the workflow for this - for example...

• The workflow will have a status called "Approval Required"
• There are two transitions out of this status...
  • Approved - transitions issue to the next status
  • Rejected - transitions issue to Closed, with a resolution of Rejected
• Limit access to these statuses, for example using User Is In Custom Field
• Create a custom user picker to store the Approver, but don't add it to the Screen
• Populate it using Automation (based on whatever logic you have for Approvers)
• Notify the Approver of a pending approval using Automation

Approvers can then click one of the two transitions to approve/reject an issue!

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There are Apps that can do this also, for example...

• Approval Path for Jira
• Group Sign-Off
• ...or another App from the Marketplace

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Let us know your thoughts :)

If you need more specific instructions on how to set this up, we'd be happy to help!

Ste

[Krzysztof Bogdan]

I would definitely go with Approval Path for Jira :)

(Disclaimer: I am CEO of Warsaw Dynamics, company behind Approval Path)

[Joseph Chung Yin]

@jiratickets -

For Jira Software Application projects, here is an option that you can consider - 

Essentially customize your WF and focus on setting up "Condition" for issue transition.  So only specific approvers can see/act/transition the issue against those transition(s).  Thus, creating the approval process for your projects in Jira Software application.

Here is an KB article for you to review from Atlassian Team - https://community.atlassian.com/t5/Jira-Software-articles/Add-an-approval-step-using-Jira-Software-and-Work-Management/ba-p/2182531

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

[jiratickets]

Thank you so much :)