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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. You can only add an approval step to workflows with associated issue types.

To add an approval step to a workflow:

  1. From your service 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.

  5. Select Add approval. This option is only available when the workflow status has at least two transitions.

  6. Complete the fields, then click Create.

You can only add an approval step to a status with 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.

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.

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 9, 2020
Cached at 3:43 PM on May 15, 2021 |

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