Define approvers for a request type

If you know who should be able to approve all issues for a specific request type, you can choose them in advance so that you don’t have to manually enter them each time.

You must be a Jira administrator to define approvers for a request type.

Define approvers for a request type

1. From your service project, select Project settings, then Request management, then Request types.

2. Select a work category from the navigation menu on the left.

3. Select the name of the request type you want to define approvers for.

4. Select Request form.

5. Select the field you want to use for approvers.

   • If the field you’ve created for approvals isn’t already in your request form, drag and drop it into the request form from the right hand panel.

   • If the field isn’t showing in the right hand panel, you’ll need to make it available. Learn how to make more fields available in the right hand panel.

6. Check the box next to Use preset value and hide from portal.

7. In the field that appears, enter the people or groups who will need to approve all requests of this type.

8. Select Save changes.

The approvers will be hidden from customers in the request form, but agents will be able to see the approvers in the issue view.

Edit or remove approvers from a request type

1. From your service project, select Project settings, then Request management, then Request types.

2. Select a work category from the navigation menu on the left.

3. Select the name of the request type that you want to edit or remove approvers from.

4. Select the field being used for approvers.

   • To edit the approvers, change or remove people or groups in the field under Use preset value and hide from portal.

   • To remove the approvers, uncheck the box next to Use preset value and hide from portal. This will remove all approvers and make the field visible in the request form.

5. Select Save changes.