Add an approval to a workflow

If you add a user picker field to a request form (learn more in Customize the fields of a request type), you can add an approval step to the workflow for that request. Adding an approval to a workflow means you can choose who approves it, and what happens when it is approved or declined.

You need to be a Jira administrator to add an approval step to a workflow.

To add an approval step to a workflow:

  1. From your service desk project, select Project settings () > Workflows.

  2. Click Edit next to the workflow you want to edit.

  3. Select the Diagram view.

  4. Select the status you want to add an approval to. Make sure the status you want to add the approval to has at least two transitions: one for Approve and one for Decline. You might add another transition if you'd like an agent to be able to transition the request without a response from an approver.

  5. Select Add approval.

  6. Complete the fields, then click Create.

Approval transitions don’t display any screens, so if a transition moves to a Done status, make sure the request can close by adding a post function that sets a resolution.

 

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