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This is the documentation for JSU for Jira Server/Data Center. If you are using JSU on Jira Cloud, see our JSU Cloud documentation. |
Optimize your approval processes based on your team's needs: e.g. Budget approval, Travel approval, or Production approval
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.
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Goal | Save time and effort by streamlining approvals processes |
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Scenario | If you use Jira to manage approvals in a workflow, then you'll know how any unnecessary steps and actions can cause frustration and downtime for those requesting approval, and those approving too. You can trigger budget approval efficiently and follow your company's policies and rules with JSU. |
With JSU, you can configure your workflow to transition automatically to the correct status.
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JSU Components | Follow Up Transition post function |
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How to configure this workflow
In this example, we are using an Approvals workflow that we configured for this use case. You can recreate this workflow in your instance in a few minutes. The main feature of the workflow is that from the submit transition, the issue can move to
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How to configure this workflow
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 Conditionsconditions 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.
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