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Skip second approval based on true or false on an issue

Ste404
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May 24, 2023

Hi there,

I am trying to come up with a smooth way to bypass a second approval step based on a value on an issue.

There is a 'Waiting for Approval' status in a workflow.  If that is approved if goes to 'L2 Approval Status'

What I would like to happen is if 'L2 Approval' on the issue is FALSE it transitions straight to Waiting for Support.

I have a transition from Waiting For Approval to Waiting for Support called L2 Bypass, just not sure if there is a Post Function I can use and where to put it to check the field on the issue to see if it goes to Approved or to L2 Bypass or I should do this via an automation rule.

3 answers

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4 votes
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Mikael Sandberg
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May 24, 2023

The way I have done this, I have a similar use case for application access, is that I have an automation that triggers on the first approval and checks the application selected, and if it does not require second approval the automation will do the approval.

Ste404
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May 24, 2023

yep done that and works a treat...  easy as really when you see how trivial the automation is :)

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Matt Baillargeon
Contributor
February 5, 2024

Can you go into more details about how you completed this? I want to skip a second approval before it hits the second status where the approval is triggered.

Monica
Contributor
July 2, 2024

Is there a link that will explain how to use this "automation" I have a similar issue, I have to skip a workflow step based on the value of a field. Thank you.

Mikael Sandberg
Community Leader
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July 2, 2024

@Monica Your rule would basically just have multiple if/else conditions in it. Here is an example from the rule I have for application access:

Screenshot 2024-07-02 at 11.50.44 AM.png

In this case as you can see if the application = DemoPro or Crayon, the request is moved directly to Approved and will therefor bypass both Manager approval and system owner approval. 

Monica
Contributor
July 10, 2024

@Mikael Sandberg sorry for the question, but in your example, is "application" a field in Jira or a field that is part of the Jira ticket?

I have a field called "company" but when I try to setup the rule I can't make it find that field to compare the value.

Mikael Sandberg
Community Leader
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July 10, 2024

@Monica Application is a field on the request type, it is connected to an Assets object schema that contains all the apps that can be requested through this automated process.

Monica
Contributor
July 10, 2024

@Mikael Sandberg  What happens if the field that I need to reference is part of the description of the Jira ticket? how do I reference to it? Here is a screenshot of what I mean. The field I will use to whether or not skip a workflow step is highlighted.

image.png

Mikael Sandberg
Community Leader
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July 10, 2024

You can extract it using smart values. For example if your description look something like this:

Application access to: Jira

Then you can extract Jira from that using a smart value like this:

{{issue.description.match("Application access to: (.*)").trim()}}

Monica
Contributor
July 11, 2024

@Mikael Sandberg I don't believe that option given my ticket data, I added a picture to make it more clear what I am working with.

2 votes
Brant Schroeder
Community Leader
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May 24, 2023

@Ste404 I agree with @Mikael Sandberg You can use an automation to make the approval based on specific criteria.  If you do not use automation then you would need an app from marketplace to accomplish this in the workflow.

Monica
Contributor
July 11, 2024

@Brant Schroeder Given that I have to use values from within the ticket, do you think the app from marketplace option would be my only option to accomplish this? On a previous reply I show a picture of the value I need to use for my skip.

Brant Schroeder
Community Leader
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July 11, 2024

@Monica You can use a smart value to pull information from a table in the description see here: https://community.atlassian.com/t5/Jira-questions/Parse-table-in-Description-column-using-Jira-automation/qaq-p/1474166 

If you can it would make it a lot easier to just have a custom field that hold this information and you can reference it in the automation.

After getting all the details I think that JSU or script runner could work but would also have to get the information from the description which will take a little work and understanding of how the app works.  

0 votes
Graham Twine
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May 24, 2023

Hello Steven,

 

The 'Fast Track' on a workflow would do this if you have Scriptrunner or an automation rule can also achieve this

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