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I am not able to set reporter as approval

darshil trivedi January 9, 2023

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2 answers

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1 vote
Answer accepted
Stephen Wright _Elabor8_
Community Leader
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January 9, 2023

Hi @darshil trivedi 

It doesn't appear that setting the Approver Source to "Reporter" is possible.

You could use Automation though to populate the "Approver" with the Reporter.

The rule might look like this...

  • Trigger: Issue Transitioned
    • To Status = <Approval Status here>
  • Action: Edit Issue
    • Field = Approvers
      • Value = {{issue.reporter}}

---

A few notes on this rule...

  • The Trigger could be changed if the first Status is the "Approval Status" - use Issue Created instead
  • If you are using Issue Created as the Trigger, it might be necessary to add a Condition to limit what Request Types this rule is relevant to - the Condition would go after the Trigger, and look something like this...
    • Condition: Issue Fields Condition
      • Field = Request Type
      • Condition = equals OR is one of
      • Value = <Request Type(s) here>
  • If you'd prefer users do not select a manual Approver, as it is being automated, you could remove the field from the Request Type screen (if it's on there at the moment). This won't impact the rule or the approval process working.

---

For more general information on setting approval steps, see this help page

Let us know what you think!

Ste

darshil trivedi January 10, 2023

Hi 

 

This help a lot.

 

Thanks

Darshil TRivedi 

0 votes
Mario Ilinović January 9, 2023

Hi,

If you can't set the reporter as approver You can use the "Approvers" field, but then create Automation for copy the reporter to Approvers

Br, Mario

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