Workflow - Add Approval Step for Group

[Taylor Chappell]

I've added an approval step in the workflow, but there is no option to check "include this step for approval" or whatever it says. There is only the option for properties.

What I need is the ticket to have an approval step where anyone from a group can approve. Ideally, we'd be able to set the approval from 1 to the entire group required.

However, adding approvers and an approver step doesn't seem to lock the ticket or wait for approvers or add an approver button for individuals or groups.

[Tobias H · Accepted solution]

Hi @Taylor Chappell and welcome to the community!

First of all, you need to transition arrows in order to get the checkbox for "Include approval step" to appear. As your workflow only has a transition for approved, it's not possible to be an approval step, as what would happen if it was rejected?

After adding another transition arrow for rejected/declined, you will get the option and you can set up the Approvers group.

You can read more here: https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/

Hope that helps!

[Taylor Chappell]

I added a transition and status for Rejected that branches from awaiting approval and I don't see the option.

[Tobias H]

Hi again! Totally missed that this was DC and not Cloud, so here is the documentation for that: https://confluence.atlassian.com/servicemanagementserver/5-add-approvals-to-your-workflow-1082527843.html

And from seeing the discussion with Tomislav, I also saw that you are in a Software project which do not have any approval steps. I found this article from an Atlassian staff on how to create a makeshift approval flow, but it won't mimic the JSM approve/decline buttons: https://community.atlassian.com/t5/Jira-articles/Add-an-approval-step-using-Jira-Software-and-Work-Management/ba-p/2182531

[Taylor Chappell]

Thanks for the links, @Tobias H! Yeah our team had some janky scripts and looks like we might just need to embrace those further, unfortunately. I'll take a look at those resources and see if I can work them out. Thank you for your contributions!

[Tomislav Tobijas _Koios_]

Hi @Taylor Chappell another note on approvals and on what Tobias said (although I'm not 100% sure if you need to have two outgoing transitions in order for this option to show) - in order to get that "Include approval step" to pop up on the status, you need to connect this workflow with a service project/issue type within service project. If it's only an inactive workflow, not connected with any issue type, this option will not show up.

[Taylor Chappell]

Hi @Tomislav Tobijas _Koios_ It is used by 1 project and a service type already.

[Tomislav Tobijas _Koios_]

Now I see we're talking about DC platform, although from my knowledge this should be the same. Can you just double-check this project that's using the workflow is JSM project?

Or can you try to assign it to another JSM project to see if that will help?

[Taylor Chappell]

It is a Software project instead of a Service project, if that's what you mean.

[Tomislav Tobijas _Koios_]

@Taylor Chappell yeah. It would need to be a service project. I think you can even have a 'mixture' of project types connected (e.g. both Software and Service) to a workflow, but at least one needs to be a service project in order for this approval option to show.

*note: this is a screenshot from cloud

[Taylor Chappell]

Hi @Tomislav Tobijas _Koios_, I did play around given your last comment and I can verify that the approval step checkmark only appears in the Service project side, even if the workflow is present in both project types. Might have to find another workaround.