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Request approval

Gökhan Sarıkaya February 19, 2024

For some requests, I would like to share a text with the administrator who will approve the request, including the responsibilities they take when they approve the request. How can I do this?

2 answers

1 vote
Perisic Nikola
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February 19, 2024

Welcome to the community @Gökhan Sarıkaya !

First, let's define the approval step. This is done in your service desk workflow, where you need to have two statuses: Approved and Rejected. Both of these statuses need to be added to your workflow. They should have the transition. When you click on the Approved status, you will have the "Include approval step".

You will be asked to edit your approval step:

Screenshot 2024-02-19 at 16.02.36.png

Since you are only looking for admin, there should be one approver.

You should also add two additional statuses when the request is approved and when the request is declined.

Screenshot 2024-02-19 at 16.05.32.png

When you click on add, the approval will be requested.

For sending the email to the admin, you should create an automation rule:

Screenshot 2024-02-19 at 16.07.42.png

Gökhan Sarıkaya February 22, 2024

This doesn't exactly work for me. Since we have given up doing this job, we no longer need this development for now. Thanks for your answer

0 votes
Fabian Lim
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February 19, 2024

Hi @Gökhan Sarıkaya

Go to the customer notifications settings and you can modify the default template for your approval email.  Link: https://support.atlassian.com/jira-service-management-cloud/docs/edit-the-content-of-your-customer-notifications/

Gökhan Sarıkaya February 19, 2024

I know this process but it doesn't work for me. Because I don't want to transmit this text in every request. Is it possible to do this for a specific request type?

Fabian Lim
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 19, 2024

Unfortunately you can't.  What I suggest is to review this video tutorial that I made on customized emails.

Link:https://youtu.be/ccWTIgdnQqE?si=78iatAkKJZRfoVDa

Since the approval won't be on the email with the accept or decline, you will have to have a link to the request url of the portal that will allow them to approve.  You then have to disable the customer notification for approvals.  

I hope this helps. 

Regards,

Fabian

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