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Add two step approval process in Jira Service Mangement Project

Jyotsna Palbabu September 21, 2023

Hi I want to add two step approval process in one of my Serve Management projects. Once a request is created it will be sent to the managers for approval and then it would be approved by Tech manager. How can I add the Manager approval process? 

 

Thank you for your help in advance.

3 answers

1 accepted

2 votes
Answer accepted
Marcus Jones
Community Champion
September 21, 2023

Hi Jyotsna,

Thinking about this, one way you could do it is build 2 approval steps into your workflow. For those two steps you can force a user to move it from one to the next and simply add the relevant approvers for each status. So you could create a status "Level 1 Manager" and then do an auto transition to the next status "Tech Manager" on approval and some other action on decline. 

~Hope that makes sense :)

Jyotsna Palbabu September 25, 2023

yes that is what I am thinking as well. Thank you. 

2 votes
Joseph Chung Yin
Community Champion
September 21, 2023

@Jyotsna Palbabu -

To complete your ask, you will need to customize your existing WF against the issue type that your specific request type is associated to.

Essentially, you will customize the WF transitions (as it goes into a specific status) where you can add your 2 stage approval process.

Hope this also helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

Jyotsna Palbabu September 25, 2023

Thank you.

Joseph Chung Yin
Community Champion
September 25, 2023

@Jyotsna Palbabu -

You are welcome.  Please also click on Accept answer associated to my suggestion when you have a chance.

Best, Joseph

0 votes
Parsa Shiva
Contributor
October 3, 2023

Hi Jyotsna,

Checkout the "Approval Paths for Jira" app from the Atlassian Marketplace.

This app allows you to create approval processes for any Jira project, not just JSM.
You can define approvers, sequence the steps, and customize conditions.

You can define approvers even if they are JSM customers.

Best,
Parsa

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