set approvers for team managed projects with automation

[Jean-Luc Buchmann]

Hello Everyone, 

We are using team-managed projects for some basic procurement tasks, and we wish to set the approver for the specific issue to be set regarding who is the manager of the Reporter of the Task. 

To get the reporter, we are using the add-on "User Profiles for Jira." This works pretty well, but I have no idea how to get the person from the field to the approver field via automation because I don't see the option to update this “approver” field Jira wants to. 

Does anyone have an idea how to fix this?

Thank you very much for any ideas. 

[Nagabharana S]

Helo @Jean-Luc Buchmann ,

Thanks for your question I have attempted to try the below steps and it was working in my test site. do try the below set up and see how it goes. :) 

Trigger:

Issue Created or Issue transitioned (depending on when you want to assign)

Action 1: Lookup the Reporter’s Manager

• Use the "User Profiles for Jira" smart value to retrieve the manager:

  plaintext

  {{issue.reporter.profile.manager}}

  (You might need to adjust this if your app uses a different smart value for manager)

Action 2: Set Approver Field

• Add Edit issue action.

• Choose the Approver field.

• Set it to the smart value:

  plaintext

  {{issue.reporter.profile.manager}}

Note: If the Approver field doesn’t show in Team-managed project automation:

• Try using the “Additional fields” (JSON editor) like:

  json

  { "Approver": "{{issue.reporter.profile.manager.accountId}}" }

Alternate workaround (if direct assignment fails):

1. Save manager to a custom user picker field (Manager of Reporter).

2. Use a second rule (or an extra action) to copy that value into the Approver field.

[Dilip]

Hi Jean, so basically you want to update the approver field from a specific field if yes, you can use the below automation to copy values between two field;

steps mention on this article - https://support.atlassian.com/automation/kb/automation-for-jira-different-ways-to-copy-the-value-of-a-field-into-another/