- Workflow Actions
- General configuration
- Transition configuration
- Use Cases
- Introduction to Use Cases
- Self-service request editing
- Customer surveys
- Approvals with comments
- Assign agents based on language
- Compatibility
- Deviniti apps
- Third party apps
Approvals with comments
This section describes the example of creating approvals with customer comments
For example, an employee wants to book an apartment and fills in a request form. He chooses the amount of accommodation budget, number of rooms and duration of stay. After creating a request, the approver, for instance - a manager, can approve or reject, and add a comment with reasons. Customer comments on requests improve communication between team members, managers, and organizations.
Before you start, log in as a user with the Jira Administrators global permissions.
- Added Approval field in Actions for Jira Service Management app is unrelated to Approvals available in Jira Service Management.
It means there are no Approve and Discard buttons in the request detail view - you can see them with Actions for Service Management app, approvers don’t get e-mail notifications - you can configure it with Custom Event and Notification Scheme options, and created request isn’t displayed in Requests menu in Approvals section - you can create a filter which will collect requests awaiting for approval and set up e-mail notifications or use a dashboard gadget. - After configuring Approve and Discard transitions with Actions for Jira Service Management app, they will be available for users who have a request access, including a reporter. Here you can use conditions in workflow.
- For more information on setting up approvals, see official Atlassian documentation.
Create a transition with approval
Steps
To set configuration:
- Choose Projects at the top of the screen.
- Choose the service project you want to configure.
- Create a request type, for example: Business trip, issue type: Task.
- Go to Workflows section.
- Click on the workflow (in our example: with Task issue type).
- Go to Edit in the top right corner.
- Create Waiting for approval and Canceled statuses.
- Create Approve transition, in this example: from Waiting for approval to Open status.
- Add conditions for Approve transition.
Click Approve transition and go to Conditions.
Add Only Assignee Condition and User Is In Group (Managers) conditions, and then publish it.
- Create Discard transition, in this example: from Waiting for approval to Canceled status.
Click Discard transition and go to Conditions.
- Add conditions for Discard transition.
Add Only Assignee Condition and User Is In Group (Managers) conditions, and then publish it. - Existing Create transition should have the destination Waiting for approval status.
Result
A new configuration is added.
Add a Generic Event post function
Created Generic Event configuration allows to execute an event which sends notifications to users who are responsible for approval decisions.
Steps
To set configuration:
- Go to your workflow and click Edit.
- Click on Create transition.
- Go to Post Functions.
- Click the pen icon to edit a post function.
- Choose the Generic Event to fire.
- Click Update.
- Publish changes.
- Go to Jira Administration > System > Events.
- Click on Default Notification Scheme.
Note
This configuration allows to send notifications e-mails with information about approval decision.
Example: In notifications for Generic Event you should choose users/groups/roles (or even a custom field User Picker value) which will get notifications about waiting for approval requests.
10. Check the notifications settings for the Default Notification Scheme.
Result
Created Generic Event post function is added.
Add an Approve transition
Steps
To set configuration:
- Go to Jira Administration > Add-ons.
- Select Workflow Actions from the menu in the Actions for Jira Service Management section.
- Go to Add or Edit transition and configure a transition.
NoteAdd a required Justification field in transition configuration. To create this custom field, go to Jira Administration > Issues > Fields > Custom fields. - Click Add.
Result
An Approve transition is added.
Add a Discard transition
Steps
To set configuration:
- Go to Jira Administration > Add-ons.
- Select Workflow Actions from the menu in the Actions for Jira Service Management section.
- Go to Add or Edit transition and configure a transition.
- Click Add.
Result
A Discard transition is added.
Create a filter in the Issue Navigator
This configuration allows users responsible for approval decisions to find all tickets waiting for approval - in dashboard gadget or e-mail subscription.
Steps
To set configuration:
- Go to Issues > Search for issues.
- Define and run your search.
- Click the Save as link above the search results.
- Enter a name for the new filter and click Save.
- Click on Details > New subscription.
- Set a filter configuration and click Subscribe.
Result
A filter configuration is added.
Example of using Approve transition on the Customer Portal
- Go to Customer Portal and create a request.
- Click Approve.
NoteObviously, you can choose the Discard option and state the reason for your decision.
The Approve dialog box appears. - Note a justification and, what is important, you can state the reason for your decision in the Comment section.
- Click Approve.
Result
The Approve decision is chosen.
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