Change Management Workflow

So we are trying to build three types of change management - Minor, Major and Routine

Two questions:

  1. How can I create a custom workflow piece - for example, I want a "Cancel" Button Transition so someone can cancel at anytime - so far I cannot find anywhere where I can create a new custom transition.
  2. How do I make a multi approval?  For example, I want to transition the major change to "Cab Board" where three people need to approve before it can move to In Progress

Would love some help we are relatively new to change process with Service Desk.  JIRA can be a bit overwhelming. 

 

2 answers

0 vote
Joe Pitt Community Champion Dec 31, 2015

I've done something similar. For 1 you will need to create a transition from every status. I'd use a post function to set the resolution n to canceled and require they fill in a custom field for the reason. Someone will ask.

For 2, create a transition back to the same status for each role that must approve it and limit the transition to just that role that sets a custom field such as 'role' approved to yes. Then create a transition to the next status with a condition that checks all the custom approval fields are set to yes. Everyone will only see the transition for their role and the one to move forward won't be available until everyone has approved it. Put the approval custom field just on the related transition screen and view screen.

For Your Question 1 : add status > as Rejected or cancel (whatever you like name)
2 : Go to Workflow
3: Add workflow
4 : in Step Name ADD Cancel and Linked Status set as cancel or Rejected
5 : now from each transition add transition as Cancel and Destination Step as cancel
6 : and apply that workflow as per scheme and it's ready.
Now for question 2 it's easy but i haven't ever implemented so you can follow JOE.

Suggest an answer

Log in or Sign up to answer
Atlassian Community Anniversary

Happy Anniversary, Atlassian Community!

This community is celebrating its one-year anniversary and Atlassian co-founder Mike Cannon-Brookes has all the feels.

Read more
Community showcase
Julia Dillon
Posted Tuesday in Jira

Tell us how your team runs on Jira!

Hey Atlassian Community! Today we are launching a bunch of customer stories about the amazing work teams, like Dropbox and Twilio, are doing with Jira. You can check out the stories here. The thi...

758 views 2 19
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you