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Overview

During the process of building and developing the application. There will be some specific cases you need to pay attention to when setting up Approval. Each Approvalwill be configured for a single project.

There are some use case:

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Use case 1: Creation of approval with identical source status is not permitted.

Let's establish a new Approval named "Approval for Task - Open," assigning the Project Lead as the Approver.

image-20240909-073004.png

Next, the Issue Type will be selected as "Task" and the Source Status will be set to "Open."

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Skip the remaining steps of selecting Transitions and Conditions, and we will proceed to obtain Approval as illustrated in the image below.

image-20240909-074608.png

Next, a new Approval named "Approval for Task - Open 2.0" will be created, with the selection of Issue Type and Source Status as Task and Open, respectively. However, in this instance, the application will not display the Open option for selection. Because the Approval with Issue Type and Source Status as Task and Open has already been created.

Info

Explanation: Our application currently supports only one Approval configuration for each Issue Type and Source Status.

image-20240909-080435.png

Use case 2: Creation of approval with a selected custom field.

Let's establish a new Approval named "Approval for Task - Open without Custom Field" assigning the Project Lead as the Approver.

image-20240909-091007.png

Next, the Issue Type will be selected as "Task" and the Source Status will be set to "Open."

image-20240909-091457.png

Skip the remaining steps of selecting Transitions and Conditions, and we will proceed to obtain Approval as illustrated in the image below.

Next, a new Approval named "Approval for Task - Open with Custom Field" will be created, with the selection of Issue Type and Source Status as Task and Open, respectively. However, in this instance, we will enable the Additional Filter. Next, we will choose the Custom Field as Source and the Custom Field Value as Email.

image-20240909-091925.png

Skip the remaining steps of selecting Transitions and Conditions, and we will proceed to obtain Approval as illustrated in the image below. Now we have two Approvals.

Info

Explanation:

In this scenario, the configuration of the "Approval for Task - Open with Custom Field" Approval differs from the "Approval for Task - Open without Custom Field" Approval due to the Additional Filter being enabled. Upon the creation of a new issue, if it contains a Custom Field, the condition must be satisfied., it will be associated with the "Approval for Task - Open with Custom Field" Approval. Conversely, if the new issue does not include a Custom Field, it will be linked to the "Approval for Task - Open without Custom Field" Approval.

image-20240909-092708.png

Use case 3: Creation of approval with a selected custom field duplicating a custom field but with a different custom field value.

In case scenarios: We have two Approvals.

Approval 1:

  1. Select Issue Type: Choose "Sub-Task".

  2. Enable Additional Filter.

  3. Then Select Custom Field: Choose “Source“.

  4. Select Custom Field Value: Choose “Email“.

  5. Select Source Status: Choose "Open".

Approval 2:

  1. Select Issue Type: Choose "Sub-Task".

  2. Enable Additional Filter.

  3. Then Select Custom Field: Choose “Investigation reason“.

  4. Select Custom Field Value: Choose “High impact incident“.

  5. Select Source Status: Choose "Open".

If the Issue was created with the Issue Type as “Sub-Task”, and the Custom Field is set as “Source” and Source Status as “Investigation reason“ the Approval will not start. This is due to having two Approvals configured with the same criteria of Issue Type and Source StatusBecause this Issue has satisfied the conditions of both Approvals at the same time, the approval cannot start.