| Panel | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
This is the documentation for JSU for Jira Server/Data Center. If you are using JSU on Jira Cloud, see our JSU Cloud documentation. |
| Info |
|---|
Requires JSU 2.0+ |
Optimize your approval processes based on your team's needs: e.g. Budget approval, Travel approval, or Production approval
...
Do you often set up issues that need approval to move to production? Do you need budget approval from your manager only for large budgets but not for smaller ones? In every organization, a budget approval process is required. Trigger budget approval efficiently and in accordance with follow your company's policies and rules with JSU.
...
From Project Settings, go to the approvals workflow you want to edit.
Click Edit to create a draft version of the workflow.
Add JSU's Follow Up Transition post function to the Submit Budget transition (or equivalent transition in your workflow). This post function evaluates the workflow conditions of all the next transitions on the target status of the current transition. If exactly one condition is valid, that transition is triggered as a "follow-up" transition.
Set up two different Value Field Conditions for the transitions, "To be approved" and "Approve". You can choose the budget amount above which your budget needs approval. In this case, we enter 1,000:
If Budget > 1,000 on the To Be Approved transition, then the status moves to
.Status colour Blue title TO BE APPROVED If Budget <= 1,000 on the "Approve" transition, then the status moves to
.Status colour Yellow title APPROVED Info We have carefully set these conditions so that always exactly one condition is valid. This way, the Follow Up Transition will always trigger one of these two transitions. The workflow will never be stuck at the DECISION status.
Publish your workflow.
Add the Budget custom field to your project screen before you move on with your issue creation. See Atlassian's guide to creating custom fields to learn how.
...