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How to create an automation to transition status depending on approval status

Marco Cuentas November 8, 2024

Hello, 

I want to figure out how to create automation so that tickets that get approved go to a specific status type and ones that are rejected go to another specific status. 

Currently, I put the request in "Awaiting Approval" status -> Approved or Rejected -> Automatically goes to "Pending Review". 

My expectations and what I want to achieve is the following 

Awaiting Approval -> ticket rejected -> Closed 

Awaiting Approval -> ticket approved -> Pending Review .

 

Attached is my current automation. 

3 answers

2 votes
Mariana Silveira Sales
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November 8, 2024

Hi @Marco Cuentas 

This configuration is not done by automation but in the workflow.

In the status that you included the Approval step, you need to set the transitions for when the issue is approved or declined. 

Choose the transitions that goes from:

Awaiting Approval ->  Closed: when ticket is declined

Awaiting Approval -> Pending Review: ticket approved 

Screenshot at Nov 08 19-31-10.png 

 

0 votes
Joseph Chung Yin
Community Champion
November 9, 2024

@Marco Cuentas -

I believe you need to add a condition check to check for the approval decision in your automation rule.  From there you can then transition the issue to the desire WF status.

Here is the smart value on approval decision - {{approval.decision}}

Please take a look at the reference link and look for Approval section -  As there is a call out when one uses the approval completed trigger event:

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/

One other key thing that you need to ensure is the the WF itself, it must have transition setup already to your desire status endpoint.  Otherwise, your automation rule will fail.

Hope this helps.

Best, Joseph Chung Yin

0 votes
Marco Cuentas November 8, 2024

Screenshot 2024-11-08 at 4.30.06 PM.png

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