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titleCustomer Requirement

We are planned to install the plugin to test our requirements in our Jira service desk. Before that please confirm the below req is possible or not.

1. When a user submitting a ticket from customer portal, it should need some set of teams approvals.

i. First Manager approval
ii. Anyone from Finance team
iii. Anyone from Infra team
iv. Anyone from IT team

The approval should come from i to iv and finally trigger status from waiting for approval to "waiting for customer"

2. When ticket submitted first manager should recieve the approval email notification, once he approved Finance team should recieve the notification and so on....

3. When the approver replying to approval email, it should auto approve. without login to portal.

Configurations

Approval Configurations

Requirement: When a user submitting a ticket from customer portal, it should need some set of teams approvals.

First Manager approval


Anyone from Finance team

Anyone from Infra team

Anyone from IT team

Approval Mapping Configuration

Requirement: When ticket submitted first manager should receive the approval email notification, once he approved Finance team should recieve the notification and so on

Workflow Sample:

Approval Mapping

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Other relevant Settings

Approval Mapping Global Setting

Strongly recommended to keep workflow transition history:

Global Configurations

Required setting to allow transition on Reject when receiving 1 Rejection:

Recommended Setting:

Recommended Setting:

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Recommended setting to avoid changes on Single issues;

Required setting to notify email;

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Required setting to approve via email buttons;

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How it works

The following video shows how the applied setting works.

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In this section

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Table of Contents

Related Documentation

Here you can find some links to our customer documentation relating to the configuration screens and other items described in this page:

Still need help?

We would love to help.