How to create customize workflow?

[Chandan Gupta]

Instead of having open task -> in progress -> resolve -> close.

I need to have customized workflow where I can create a task and which is auto assigned to user X for approval. Once X approves it, task should go to user Y for final approval. 

Process of transition to next user  should be automatic. 

[Hilda · Accepted solution]

Hi Chandan,

This can be done using post function, Check out this documentation from Atlassian:

• https://confluence.atlassian.com/jirakb/how-to-automatically-change-the-assignee-when-transitioning-the-workflow-705954603.html
• https://confluence.atlassian.com/adminjiracloud/advanced-workflow-configuration-776636620.html

However you can only have the case reassigned to :

• Current User
• Lead Developer
• Reporter

If you need to assign to other users that are not listed above, I would suggest you look into plugins from Atlassian Marketplace (https://marketplace.atlassian.com) that can provide the feature you require.

I use the Jira Cloud and i use this plugin for additional workflow features: https://marketplace.atlassian.com/plugins/com.innovalog.jmwe.jira-misc-workflow-extensions/cloud/overview

Regards,

Hilda

[SidhR · Accepted solution]

You can create following workflow:

Open > Under Review >Under Final Review > Resolved/Rejected > Closed

Under Review will have two transitions Approve and Reject. Approve will transition to Under Final Review and Reject can transition back to Open or Rejected status (depends what you want to do)

Similarly, Under Final Review will have Approve and Reject transitions. Approve will Resolve the issue and Reject will reject the issue or if you want to re-open it you can do so to.

1. Create a post-function to automatically assign the task to User X on Create

2. Do the same for assigning it to Y on the Approve Transition

[Pallavi Modak]

Hello,

I have trial version of Atlassian. Can you please help me to understand to create the customize Workflow as per steps wise.

With Regards,

Pallavi Modak