Could I have different approval paths based on a custom field?

Scott Hardegree
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January 7, 2025

We have a client scenario where an issue will either go to an approval step or not go to an approval step based off some description or field. For instance, if an issue has the description or field of "legacy", then the issue does not need an approval. If the issue has the description or field of "Short Term Fix" then the issue routes to approval path 1 and to approver group A. If the issue has the description or field of "Long Term Fix" then the issue routes to approval path 2 and to approver group A and B. Or some variation of this. Could this be accomplished in building out a workflow, or would this best be suited by automation? What would be an example of how to do this? I appreciate any help I can get with this!

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Dirk Ronsmans
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January 7, 2025

Hi @Scott Hardegree ,

There are a couple of requirements here.

  • Do these routes need to be enforced or just possible?
  • Are the approvals required different depending on the route?

I would personally if the use case is truly different for the 2 approval paths (and the no approval path) build out the workflow with 2 different approval steps and one transition that jumps beyond those approvals.

Using conditions you can block when an issue can take a certain path.

Using automation you could then force the issue down a certain path and not allow them the selection based on a condition

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