I am trying to make an automation for the following. I made a request that is to be used when a user wants to have a change on a report. I created the reports as assets in JSM and have added an owner to that report. That person is responsible to make sure that the data in that report is up to the requirements.
When a customer is requesting a change for a report I have created an automation that will adjust the summary to include the report name and to have the owner of that report to approve the request.
However, when the owner is requesting a change, the request cannot be approved as the requester is then excluded for approval.
How can I make an automation that will automatically approve the request (Waiting for support status) or to remove the excluded approver so that the requester can approve his or her own request when it is for a report that they're owner of?
Hello @Steven Koolen ,
In the Automation, you may add a condition to check if the Requestor is same as of approvers, then the automation should approve it.
Also, check for your approval step in workflow if that excludes Reporter for approvals
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Hi @Steven Koolen,
In the approval part in the workflow, are you excluding the reporter by any chase? Or does your automation prevent you from adding the reporter as the approver?
One way to automatically approve the request if the reporter is also the owner is to compare the two fields using smart values. For example you could use equals to see if the reporter and the approver is the same, and if so the use the Approve action to move the ticket forward in the workflow.
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Hi Thanks for the replies, I added some pictures. I am checking if the approver is the same as the requester, but it excludes the approver, and then it says it is unable to change the destination status.
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