Manager as approver

Before you start working on your issues, a few may need to be approved. For example, there may be issues where the IT Manager needs to approve the purchase of a new computer.

Azure AD Attributes Sync for Jira allows you to retrieve the user Manager value directly from the Azure AD, and make this manager the approver of the issue right after it was created.

There are two ways to set a Manager as the approver. You can do it by mapping the Manager attribute to a Jira custom field or by using the Azure AD Sync - Copy data from Azure AD post function. Below you’ll find two sets of instructions.

Steps to set up a Manager as approver by mapping the Manager attribute

1. Use the instructions provided in the Maping Azure AD data to a custom field chapter to create a User picker (single user) field and name it, for example, “Manager as approver”, or use an existing User picker (single user) field.
   Warning

   Don’t forget to add the Manager as approver custom field to a relevant screen. You can do this by going to the Issue screen configuration under the three dots menu on the mapping list.

   

2. Go to the Project settings > Workflow schemes.
3. Choose the relevant workflow.
4. Click Edit.
5. On the diagram, choose the relevant status.
6. Click Include approval step.

   

7. Choose the Number of approvers, as Approver source select Jira field and the custom field you’ve created earlier.

   

Result

After creating an issue, the Manager will be mapped from Azure AD and instantly set as the approver of the created issue.

Steps to set up a Manager as approver using the post function

1. Create a User picker (single user) type field (see the official Atlassian documentation for more information on creating custom fields ), name it for example “Manager”, and add it to a relevant screen, or use an existing User picker (single user) field.
2. Navigate to your workflow configuration and add Azure AD Sync - Copy data from Azure AD post function to the Create issue transition (detailed information about adding a post function to transition can be found here). Parameters of the post function should be configured as followed:

• Reporter in the User whose data will be copied over parameter
• Manager in the Azure AD attributes parameter
• Your newly created custom field (for example Manager field) in the Jira field to paste the attributes parameter

  

3. After adding the post function and publishing the draft, click Edit again to add the approval step.

4. On the diagram, choose the relevant status.

5. Click Include approval step.

   

6. Select the Number of approvers, as Approver source select Jira field and the custom field you’ve created earlier (for example, the Manager field).

   

Result

After creating an issue, the Manager of the reporter will be fetched from the Azure AD and instantly set as the approver of the created issue.