Customer Request Notifications -

[Michael Gaskin]

I've created two custom fields call CEO and CIO and attached them to two seperates workflow status.  Under the ADD APPROVAL. Configure section I selected the custom field CEO... So far so good.

If I create a new issues and click on CIO APPROVAL it actual works correctly... Same with CEO.  The issue is no notification is sent out. (allowing them to click APPROVE in the email) I reviewed the CUSTOMER NOTIFICATIONS and the choices are limited on who gets notified.  Approvals, Customer and something else, forgot.  Anyway, how can I send a notification to the correct person?

Also, where does that APPROVALS group come from... I've searched everywhere and I can't figure out how to add or subtract from it.  Thanks in advance...

[Jack Brickey]

are you trying to notify the approver that an approval is required? If so are you approvers the CEO/CIO respectively? If so you don't need the custom field you simply configure your approvers when setting up the approval workflow. On the other hand if you are simply wanting to notify an interested party when an issue is transitioned then you might consider using Automation. Depending on your situation that might work. For example:

• assuming the CEO/CIO are listed as Customers (easy enough to do that) then setup automation something like this...
• if approval complete or maybe approval required 
• then if custom field = CEO (CIO)
• then Alert user

[Michael Gaskin]

If so you don't need the custom field you simply configure your approvers when setting up the approval workflow.

I think this is the part I am missing.  Inside of the workflow on the CIO Approval Status, i click on ADD APPROVAL  and then CONFIGURE.  Then, in the field GET APPROVERS FROM I put in the custom field CIO.  The work flow actually works just fine... even shows up as approvers inside of the issue.  What's not working is the notification that something needs to be approved.  The goal is to have it show up on the customer portal (under the approval section).

[Michael Gaskin]

I got the notification to work, but I am not getting the email where the end-user can simply click the APPROVE button in the email.  Nor, does it show on their portal as an approval.

I must confess that I think I did something stupid in my effort to keep things clean, I deleted the JIRA create Approvers group.  I didn't think I needed it and it allowed me.  I've since re-created and even used that with the CIO / CEO in it, but still no luck.

[Michael Gaskin]

Inside CUSTOMER NOTIFICATIONS, under Approval Require, the TO Field is very limited... Also, where does this approvers field read from?

[Jack Brickey]

@Michael Gaskin , i will tell you what I know on this but since I am on cloud and not server the 'approve button in email' isn't supported. however, as you are on server you are in luck as I understand it. Here  is a thread that explains how to get that to work - Approve-button-in-email.

now as for the approvers please go to Jira settings > custom fields find the field you use for approvers and click the ellipses and Configure and edit the default values. If you do not know what field is used for approvers go to project > project settings > workflows, edit the workflow in diagram mode, double-click the status associated w/ the approval and in the popup click Configure the field name will be at the top.