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Approval process without using the workflow approvals

Have you encountered the need for an approval process where all stakeholders can either approve or decline before advancing in the workflow? This requirement came about when I was setting up a new project to manage backfill requests. The project, set up in Jira Work Management, mandated that all approvers should have the opportunity to express their support or rejection. The default approval process available only on the Premium plan and limited to team-managed projects didn't fit our needs as it moves the issue forward upon a single decline.

After some experimentation I found a solution that uses two circular transitions (approve and decline), two custom fields - one for logging decisions and the second for the selected transition.

 Approve_Decline workflow.png

Once the backfill request is moved to "Waiting for approval," an automation will assign the appropriate approvers based on the department and a lookup in Assets.

 Set approvers automation.png

When an approver chooses either to approve or decline, the selected transition field is set as a post function. This action also triggers an automation that updates the log and removes the initiator of the transition from the approvers field.

Approve_Delcline automation.png

After all designated approvers have provided their responses, the request can progress further in the workflow for review before a final decision regarding whether to proceed with the backfill is made.

1 comment

Annie March 27, 2024

Thank you for sharing this information! It’s incredibly helpful and insightful

Like Mikael Sandberg likes this


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