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Set approvers already when creating a ticket

Raschid Abdul-Nour
Contributor
July 18, 2025

Hi!
We’re having a Team-managed Jira project with an approval process for a certain transition.

My goal is to be able to set future approvers already when creating the ticket.

It seems to me, that by default this is only possible either by specifying default approvers generally for every ticket or by setting approvers after the approval process is started.

So my first question is: Am I right with this assumption?

If yes, what would be the best workaround?
My idea was to create a custom multi-user field (let’s say “Preset Approvers”) which is available from start on to and create an automation that copies the content of this to the approval field, as soon as the transition that triggers the approval happens.

Which brings me to my second question, how do I get this to work? :-D

This is what I tried:
approvers.png

In the audit log it shows it run succesfully, but the users aren't added as approvers.
For the smart value I tried 

{{Preset Approvers.accountId}}
{{Preset Approvers}}
{{Preset Approvers.displayName}}
{{Preset Approvers.key}}

without success.

Any help appreciated, Cheers!


1 answer

0 votes
John Funk
Community Champion
July 18, 2025

Hi Raschid - Welcome to the Atlassian Community!

Try doing a copy from that field. Click the 3 dots beside the Approvers field and select Copy. Then select the name of the field. 

Raschid Abdul-Nour
Contributor
July 19, 2025

Hi John,
thank you for your fast answer!

I'm not super experienced with automation, but I've certainly been looking into it recently. It's only thanks to your comment that I understand how to use this copy function. ^^ You have to click again on "Add XYZ from current work item" after selecting Copy to get to the options for selecting the source 🤯😁
Sometimes you don't get to the simplest things... ^^

Unfortunately, the selection of fields from which I can copy does not show my (custom) field "Preset Approvers":

approvers_2.png

John Funk
Community Champion
July 19, 2025

So when you click on the dropdown for Approvers, you don't see your custom field there? Exactly what type of field is your custom field? 

Like Amanda Barber likes this
Raschid Abdul-Nour
Contributor
July 20, 2025

Exactly.
approvers_4.png
The field is type "People"

approvers_3.png

Like John Funk likes this
John Funk
Community Champion
July 29, 2025

Did you start typing the name of your custom field? 

Raschid Abdul-Nour
Contributor
July 30, 2025

Yes - "No options" :-(
approvers_5.png

Like John Funk likes this
John Funk
Community Champion
July 30, 2025

I don't believe you are going to be able to do that with a Team-managed project. Maybe if you create a regular custom field of the same type as Approvers using the Settings > Work Items > Fields path and then delete your current field in the Team-managed project and add the new field from the global list. 

 

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