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Is it Possible to select Customer approvers specific in JSM

Santhosh March 15, 2024

Hi Team,

We are working in a JSM project and have like 3 stages of approvals.

For Example:

CM, HM, & PM.
CM has 250+ approvers and we added them as a customer approval.
HM has 100+ different approvers as we added them also as a customer.
PM has around 40 to 50 maybe, but they are also added as customers to do the approval.

Now what is the problem is that we have 300+ people showing in the field and it is difficult to choose there approvers.

For every 3 approvers 300+ users are being dropped down and we think it won't be useful.
So is there possibilities to show the users/customers be specific for that group alone or is there ways for organizing the approvers based upon there input in forms or is it possible if they search for there names easily just alone by typing.

Note: We don't want users/customers to hard to find there approvers.
We cannot definitely add them as a agent since the pricing will be high and more approvers can also be formed upcoming.

I have an idea.
Is it possible to set the CM approvers in a specific group and add them to that field alone
likewise for the HM and PM approvers list.

Suggest me a best idea that would be very useful ?


1 answer

1 vote
Alex Koxaras _Relational_
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 15, 2024

Hi @Santhosh 

If you don't have a problem using a single user picker field, then instead of Approvers, you can create a field called Approver, and use group filtering following these instructions https://support.atlassian.com/jira-cloud-administration/docs/configure-a-custom-field/#Limit-number-of-users-for-user-picker-fields

The above solution will not work with multiple user picker fields (open suggestion here https://jira.atlassian.com/browse/JRACLOUD-40963). Instead you could take advantage of Assets (if you were in the Premium and above plan) and use that to filter the users based on your conditions. Do you have a premium plan or you are on standard? 

Santhosh March 15, 2024

Actually we were keeping that filter in Context and filter also.
But its not showing the portal customers.
So that gives problem.

We gave like portal customers to do approvals ?
@Alex Koxaras _Relational_ 

Alex Koxaras _Relational_
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 15, 2024

User filtering works for customers as well. E.g. without group filtering:

without group filtering.png

 

But when I activate group filtering:

group filtering.png

I get the following user only which is located inside my group jira-admins-koxaras:

with filter.png

 

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