Set up an approval stage for a request
Some requests might need approval before your team can work on them. For example, a manager might approve leave requests, or an IT manager might approve new system accounts. People don't need a Jira Service Desk license to approve requests — they just have to be customers of the service desk project.
Here's how approvals fit into the request workflow:
A person sends a request via the portal or email.
When the request transitions to a status that needs approval, the approver is notified that there's a pending approval.
In the customer portal, the approver approves or declines the request.
The request transitions to the next status in the workflow, and the customer is notified about any comments that the approver added.
What are approvals?
Some requests might need approval before your team can begin working on them.
Set up approvals
Create a pre-set list of approvers for your request workflow.
Add a new custom field to a project
Create more custom fields if your workflow has more than one approval step.
Add an approval to a workflow
When you add an approval to a workflow, you can choose who approves it, and what happens when it is approved or declined.
Set up a pre-set list of approvers
Choose approvers for your customers by setting up a pre-set list of approvers.
Allow customers to choose approvers
When setting up approvals, you can allow customers to choose approvers by adding a user picker field to the request form.
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