Workflow - Add an approval group

[Joao Borges]

Hi everyone,

I am a bit lost on how to add an approval step on my JSM workflow.

I already checked the box to include approval step on a specific status.

When I try to add an approval source, I am unable to find a group that I created as an Admin.

Right now most of the approvals are going to "Approver Groups" . I still havent figured out where to edit and how to make a "CUSTOM GROUP" with limited amount of users, to approve any change request in production.

Thanks in advance

[Hamza Chundrigar · Accepted solution]

Hi @Joao Borges 

It seems like you have already accomplished adding an approval step in your workflow by checking the box next to Include approval step.

By default, as you know your service project comes with an Approvers field for adding individual approvers, and an Approver groups field for adding groups of approvers.

To add a new custom field for approvals:

1. Go to Settings (*gear icon*) > Issues.
2. Select Custom fields > Create custom field.
3. Select Advanced. [To add individual approvers, select User Picker (multiple users). To add groups of approvers, select Group Picker (multiple groups).]
4. Select Next.
5. Name your field, and add a description if desired.
6. Select Create. You’ll be taken to the Screens page.
7. Check the box next to <yourprojectkey> Jira Service Desk Screen and any other screens where you want this field to appear.

After you’ve done all of that, go back into your service project workflow to your desired approval step.

1. Next to Approver source, select where you want your approvers to come from. (Note: If you don’t see the custom field you want to get approvers from, make sure its Applicable context is set to Global).
2. Select Next.
3. Select the statuses to transition to if the issue is approved or declined.
4. Under Exclude approvers from, select the fields you want to exclude approvers from. Any users that appear in the fields you select here will not be able to approve issues that use this workflow.
5. Select Add.
6. At the top of the screen, select Publish draft.

In the event you want to define approvers for a request type — check out this article.

Hope it helps!

[Joao Borges]

@Hamza Chundrigar 

Yes, I was able to add the custom field now on the approval process. Now in order to have the users assigned to this field, are these the steps I need to take ?

I need to create a group first on JIRA ADMIN, add users to this group and make sure the group has access to JSM. Then i will need to edit the custom field  and set FIELD DEFAULT to the group I just created ?

Thanks.

[Emily Fox]

When you go into the Custom Field you have setup (either approver groups or approvers) you can select 'edit default value' and then add the users or group.