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How do customers select approvers?

I found the article that seems to be Cloud specific and haven't found the same instructions for the Server version to allow customers to select an approver.  Please help!

1 answer

2 votes

@K Stevenson 

Hi there:

I am assuming that you have a custom field (approver) exposed in your Request Form, and it is a people picker data type?  If so, you will need to adjust your Customer Permissions configuration as follow -


Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

Not yet, that's what I was looking for.  Is there an article or full instructions on how to do that?  Do you have to be a full administrator to add the field with the people picket?  I'm assuming yes.

I don't have an article on the setup.  However, here is a posting discussing the topic relating to your ask -

Yes, you need to be full admin to create custom fields.  After the field is created, you will need to have the JSM project admin right to set it up against project's request type form + making customer permissions configuration changes.

Hope this helps.

Best, Joseph

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