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Enforce an approval step

Adding an approval step to a workflow means that specific team members must approve issues before they move along to the next status in that workflow.

To require approval for an issue, you’ll need to make sure the right fields are available, and add an approval step to the relevant workflow status.

1. Use or create fields for entering approvers

By default, your IT service management (ITSM) service project comes with an Approvers field for adding individual approvers, and an Approver groups field for adding groups of approvers. If desired, you can also create your own custom fields for approvals.

These fields are where you (or your customers) define who can approve the issue. You can enter people or groups into the field manually for each issue, or:

2. Add the approval step to a workflow status

Add an approval step to a workflow to choose which workflow the approval step will be added to, and which status the approval will be required for.


In the workflow below, the issue goes to approvers right after it's created.

Screenshot of workflow showing an approval step that happens right after the issue is created.

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.


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