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Add an approval to a workflow

When you add an approval to a workflow, you can choose:

  • When a request requires approval

  • Who needs to approve the request

  • What happens when the request is approved or declined

You can add an approval step to workflows with an associated issue type that is being used by a request type. Learn more about request types.

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 project, select Project settings > Workflows.

  2. Select Edit () next to the workflow you want to edit. The chosen workflow has to be Active before you can add an approval step to it.

  3. Select Diagram if you’re not already in the diagram view.

  4. Select the status you want to add an approval to.

  5. Check the box next to Add approval.

  6. Select Configure.

  7. Next to Get approvers from field, select the field you want to get approvers from. Learn how to add a custom field for approvals.

    • If you also want to request approval from the approvers associated with affected services, select Affected services next to Include approvers from service. This will pull any change approvers from services in the Affected services field into the field selected above.

    • If you don’t see the custom field you want to get approvers from, make sure its applicable context is set to global. Learn how to edit the context of a custom field.

  8. Next to Approvals required, select how many approvals are required for the request to proceed.

  9. Select statuses to transition to if the request is approved or declined.

  10. Select Create.

  11. At the top of the screen, select Publish draft.


This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

 

Last modified on Nov 11, 2021
Cached at 2:07 AM on Nov 27, 2021 |

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