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
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:
Recommended setting to avoid changes on Single issues;
Required setting to notify email;
Required setting to approve via email buttons;
How it works
The following video shows how the applied setting works.
In this section
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?
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