Jira Automation docs have moved

All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

Go to Cloud Automation documentation | Why did we do this?

Set up an approval stage

Some issues might need approval before they can move to the next status in their workflow. For example, a manager might approve leave requests, or an IT manager might approve new system accounts. People don't need a Jira Service Management license to approve issues — they just have to be customers of the service project. Learn more about users and roles in Jira Service Management

What are approvals?
Some requests might need approval before they can move to the next status in their workflow.
Set up approval steps
Learn how to set up approval steps.
Add a new custom field to a service project
Learn how to add custom fields to your requests.
Add an approval step to a workflow
When you add an approval step to a workflow, you can choose who approves issues, and what happens when they're approved or declined.
Define approvers for a request type
Define approvers for specific request types in advance so that you don’t have to manually enter them each time.
Allow customers to choose approvers
When setting up approvals, you can allow customers to choose approvers by adding a user picker field to the portal form.
Add a conditional field to a service project
Learn how to add conditional fields to your requests.
Manage settings for approval by email
Allow approvers to approve a request directly from an email notification.
Request approval from approvers associated with a service
Allow approvers associated with a service to flag, review, and approve changes to reduce the risk of impacting service quality.

Was this helpful?

It wasn't accurate

It wasn't clear

It wasn't relevant

Jira Service Management Support

Jira Automation docs have moved

Set up an approval stage

Additional Help