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
When it comes to For financial workflows in Jira, JSU will automate your budget workflows, regardless of the complexity of the process, at super speed and with zero coding necessary.
...
In the example above, when the user submits the budget, JSU will continue from the
Status | ||||
---|---|---|---|---|
|
...
From Project Settings, go to the approvals workflow that 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 "APPROVED"
.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.
...
Create an issue in your project and set your budget to 2,000. Start progress and check the status. JSU has automated the DECISION with the follow-up transition and moved your issue to "
"Status colour Blue title TO BE APPROVED
based on the conditions you set up before.You can do the same by setting your budget to 800. Start progress and check the status. The automation turned the issue status to "APPROVED"
.Status colour Yellow title APPROVED
Anchor | ||||
---|---|---|---|---|
|
...
This was only a bit of JSU in action. Subscribe to our YouTube channel and access more JSU use cases.
See our documentation for some more examples and configuration screenshots.
Need more information or help? Get in touch!