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How to display the approved by column in filters

Satheesh Challa March 24, 2022

Hi team,

I have service request workflow to received the approval from a group. One approval is mandatory in the workflow. Here how do I display the actual approver name in the filter. I want to display only the person who has approved it not all the group of approvers.

 

Thanks,

Satheesh

2 answers

1 accepted

4 votes
Answer accepted
Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 24, 2022

Hi @Satheesh Challa 

There's no field that captures the actual approver/denier as far as I know. As JQL needs a field to visualise this, for it to be included in a filter, the recommended approach is below.

Note: To create this, you'll need to be a Product/Jira Admin.

 


First, create a custom field for this data to live within (assuming this is a Company-managed Project):

  • Go to Jira Settings > Issues
  • Select Custom Fields from the left-hand menu
  • Create a new custom field, type of User Picker (single user)
  • Give the field a name - eg. Actual Approver. Ensure it's a unique name, and does not duplicate an existing field's name.
  • Either...
    • Don't add it to a screen, if it's only relevant in filters or...
    • If you add it to a screen, I would recommend making it non-editable on it. This involves duplicating your screen, adding the field to one of the duplicates, then setting view vs create/edit operations using the screen scheme.

If you intend to do the last bullet point regarding multiple screens - let us know if you need further help setting this up!

Or if this is a Team-managed Project, let us know as the instructions do differ for creating the field.

 


Next, create an Automation rule for the relevant Project:

  • Go to your JSM Project's Project Settings
  • Select Automation from the left-hand menu
  • Create a new rule - with these parameters...
    • Trigger: Approval Completed
    • Action: Edit Issue
      • Field: Actual Approver - set the field to the smart value {{initiator}}

This will then populate the field with the user who activates the rule - i.e the Approver/Denier!

 


You could then refer to the field via a Filter Query - like any other field :)

Let us know if this works for you, or if you need any further instructions!

Ste

Satheesh Challa March 25, 2022

Thanks Stephen. This was helpful.

Raymart Cruz February 27, 2024

Hi @Stephen Wright _Elabor8_ Is this applicable to user picker (multiple users)?

Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 2, 2024

Hi @Raymart Cruz 

Should be. I've give it a try :)

Ste

0 votes
Pramodh M
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 24, 2022

Hi @Satheesh Challa 

Welcome to the Community!!

Straight forward there is no way to display only single user who has approved the request unless you go to approvers option and see it

Create a Custom field, Create an Automation to copy the username whenever the Issues approval has triggered, and place it on the screen

Let me know if you have any queries

Thanks,
Pramodh

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