Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,297,347
Community Members
 
Community Events
165
Community Groups

Send approval to a group during status transition.

Hello my community friends!

I'm developing a shopping portal, where when creating the requisition, an email is sent for the area manager to approve. Once approved, it is sent to the buyer who will proceed with the requirements and budgets survey processes. When it ends, it should be forwarded to the financial officer. Doubt arises there. How should I make it so that during the budget transition for approval it is sent to the finance officer.

Sorry for the simplistic question, but I'm still in the Jira training phase.

Thank you very much in advance!

2 answers

2 accepted

0 votes
Answer accepted

Hi, @Laurent Souza Ferreira !

To build multiple approvers try out the Business Process Manager add-on. 

  1.  Create a Template with a Form builder

image.png

2.  Then add Approver to the workflow

image.png

3. Approval forwards in sequential order. In your case, it can be the manager, the buyer and then the financial officer

image.png

Many thanks for the reply! I will apply the concepts shown.

0 votes
Answer accepted

Hi Laurent, 

The doc to build approval workflows with JSM Cloud is here: https://support.atlassian.com/jira-service-management-cloud/docs/add-an-approval-to-a-workflow/

For a group approval in JSM Cloud, here is the doc: https://support.atlassian.com/jira-service-management-cloud/docs/add-a-new-custom-field-to-a-project/ You need to create a group picker field, and then use it in your approval workflow step. 

If you want me to help a bit more I would need a bit more information, like a workflow screenshots, transitions details with conditions, validator and post functions... 

Cause out of the box like that it's quite hard to give you more help. 

I hope this helps a bit at least. 

Cheers,
Dam. 

I'll look at the links! Thank you so much for the support and prompt response!!!

Like Dam likes this

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PERMISSIONS LEVEL
Site Admin
TAGS

Community Events

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

Find an event

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

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you