I have a jira core account and i need a workflow for the finance team for procurement of items and we need different levels of approval. Please how can this be achieved using jira core and not service desk?
Hi Boluwatife,
Here is a way on how you can achive this.
Cheers,
Jason
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Hello @Jason Galea so i tried creating my own workflow and added the conditions to it but it happens i can't find my board anymore. Any idea why? Because i could see it initially
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From the screenshot above, click settings and then you should find the workflow under 'Summary'
Edit the workflow from there and publish.
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I have edited the workflow. I am saying the board view is no longer there after the workflow was published
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Try creating a test issue and after create a new board.
To create a new board click on the small arrow next to the Project name '(take a look at the screenshot you posted).
Then configure the board and go to the 'Columns' section. Drag and drop the statuses under the column accordingly.
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Click the project you would like to modify and you should see a many on the left side. You should be able to create a new board from there.
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Oh i get but this is only possible in a software project. I am dealing with a core (business) project
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Only Scrum is limited for software projects. You should be able to create a Kanban Board
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Thank you @Jason Galea for your time. Solved it through this
https://confluence.atlassian.com/jiracorecloud/working-with-boards-800712866.html
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Glad you managed :) Your welcome
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Hello @Boluwatife Onafujabi
You can achieve this in JIRA core, as I have done something similar multiple times. Basically, if you have workflow steps A and B then the issue can only go from A to B if someone click on the "approval" button which is a transition in the workflow. And when someone clicks on it the name of the user who clicked on it along with the timestamp can be updated in the custom fields present on the issue screen.
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You would need a plugin like JSU for this purpose to use the post-function
"Update Any Issue Field (JSU)"
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Hello @Boluwatife Onafujabi
If you don't want to update custom fields with information as to who "approved" (as this is helpful in audit) then you can follow the approach suggested by @Jason Galea as in this case you just need to create a transition and add a condition as to who can "approve" or make that transition happen.
But if you still want to go ahead with populating custom fields on cloud, you can check out Script runner for cloud.
But it's a paid add-on
http://scriptrunner-docs.connect.adaptavist.com/jiracloud/post-functions.html#_post_functions
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