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Automation of approval process

Akanksha January 29, 2024

I have a field in my JIRA ticket called Approvers and sometimes there are 2-3 different individuals assigned as approvers. I'm working on automating the approval process and would appreciate guidance on setting up a rule. Specifically, when the issue transitions from In Progress to Under Review status, I want automation to create subtasks and assign them to the users listed in the Approvers field. Each approver should have a unique subtask assigned to them.

Has anyone implemented a similar automation? Any tips or insights would be greatly appreciated. Thank you!

1 answer

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Benjamin
Community Champion
January 29, 2024

Welcome @Akanksha ,

 

You can setup an automation rule to create sub-task or you can create a post function on that particular transition in the workflow. 

 

The situation you may run into is having the automation create sub-tasks and assign them from a list of users. It's possible with copying the came value from a user-picker field. Haven't come across assigning from a list of sub-task from a list of approvers from out of the box configuration.

-Ben

 

 

Akanksha January 29, 2024

Thanks a lot, @Benjamin , Can you give me an example of how I copy the name value from Approvers field and assign to sub tasks?

I am able to automate creation of sub tasks. I have added below so far - 

Screenshot 2024-01-29 at 7.06.43 PM.png

Benjamin
Community Champion
January 31, 2024

HI @Akanksha ,

 

Where the assignee field is set is in the create new Issue action. If you go to the action, select assignee to be set. There should be a drop down menu to provides the list of option that the assignee field can be set to with Jira automation. If this is limited, you might take a look at the work flow transition and set the field by using a post-function. 

 

-Ben

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