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setting up an approver automatically after a ticket is created in jira

SAI TEJA N February 1, 2024

I am familiar with this portion on setting up an approver in jira service desk , but what I am trying to accomplish is to get an approver automatically set up after a ticket is created in jira.

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Jack Brickey
Community Champion
February 1, 2024

Hi @SAI TEJA N , is your goal to define the approver based upon some criteria that set when creating the issue?

SAI TEJA N February 1, 2024

yes Jack, based on the reporter I need to assign it automatically to the manager. In our case there is only one manager, and every request needs to go to him for approval.

Jack Brickey
Community Champion
February 1, 2024

If you check the Automation Templates area you will find a rule to assign approver based on Request type. You can take that template and switch out the condition to align with your needs. 

SAI TEJA N February 1, 2024

I have tried doing that Jack, I have created a trigger flow in the automation section. But I am confused like how can I configure approver based on the reporter. that is If a reporter is creating an ticket it should automatically update its approver instead of reporter manually entering it. My end goal is to automatically update the approver based on the reporter creating the task. here approver is the reporters manager. Thank you so much. I am sorry for too many questions.

Jack Brickey
Community Champion
February 1, 2024

Feel free to share your rule if you like. Here is a quick e ample I created. You need to set up an If/Else block to assess the reporter and assign the reporter. Please note this is not very scalable. You could create groups (one for each manager) and place users in those groups. Then your condition could assess if the reporter is in a group then assign the manager/approver.

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SAI TEJA N February 1, 2024

Thank you so much Jack. I don't have access to the Jira portal currently. we are working for a client, but I will try to implement this steps next time I connect with him Jack. Thanks again.

SAI TEJA N February 5, 2024

Hi @Jack Brickey I could understand we can create a group and assign the users and trigger the automation and what if the manager changes in future Jack. 

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