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Can someone point me to the documentation to setup Service Requests with Approvals?

timothy lee August 8, 2023

I've been searching and reading and getting my head turned around with chicken-and-egg procedures with workflows and approvers.

What's the basic steps to set this up?  Setup approvers first, then workflows, then Service Request with Approvals?

Thank you, All!  I appreciate you!

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Robert Wen_ReleaseTEAM_
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August 8, 2023

Hello @timothy lee ! Welcome to the Atlassian Community!

You should look at the workflow first.  Set up at which status(es) you need approvals and by whom.  

Once you have that, figure how you're going to populate your approver(s).  Is it a single-user, vs. multiple-user, vs. a group.

Then once you have that, associate your workflow to the issue type.  You can always use the Service Request with Approvals system-defined issue type or make your own.

https://support.atlassian.com/jira-service-management-cloud/docs/set-up-an-approval-stage-for-a-request/

Hope this helps!

timothy lee August 8, 2023

Thank you, Robert!

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Curtis August 8, 2023

Here is the order, according to Atlassian's documentation.

  1. Create and configure custom fields that will point to your approvers
  2. Add the approval step to your workflow
  3. Choose how approvers are selected (Jira user picker fields)

https://confluence.atlassian.com/adminjiraserver/configuring-jira-service-management-approvals-938847527.html

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