Approval For Jira Add-on: Detailed Guide To Configuring

Thi Nguyen
Jul 3
2 min read

Are you struggling with a manual approval process that consumes too much time and effort? Or perhaps encountering obstacles when configuring automated approval features? The Approval for Jira add-on is the perfect solution for you!

This add-on helps automate the approval workflow, ensuring transparency and efficiency in handling requests, thereby boosting team productivity. If you've heard of Approval for Jira but are unsure where to begin, configuring the add-on can be confusing without specific guidance.

Flowchart guide for configuring Jira approval add-on. Blue and white theme with eight steps, starting with installing the add-on.

This detailed guide from Candylio will walk you through each step, making implementation straightforward.

Configuration Steps for the Approval for Jira Add-on

Navigate to Apps > Explore more apps.

Interface displaying app options for Jira, including ScriptRunner and Zendesk. Features "Explore more apps" in red highlight.

In the search bar, type and search for "Approval for Jira".
Select the "Approval for Jira" add-on from the list.

App store page showing Jira integration apps. "Approval for Jira" with a blue badge and "Rising Star" label is highlighted. Various ratings visible.

Click the Try it free button to start a 30-day free trial.

Approval for Jira page with blue accents, 4-star rating, and "Try it free" button. Text highlights streamlining approvals and productivity.

Use the Add-on to Configure a Sample Approval Workflow

Access your Mobile Program project.
Select Approval for Jira from the sidebar.
Click the Add Approval button.

Jira approval setup page with a table showing columns for approval, issue type, and status. No records are visible. Blue and green highlights.

Configure Detailed Approval Rules

Naming & Selecting The Approver(s)
Enter an Approval Name.
In the Property Name section, select the "Approvers" custom field, ensuring the Custom Field Type is "User Picker".

Approval configuration screen with options for selecting approvers based on roles, groups, or custom fields. "Next" and "Cancel" buttons visible.

Select Issue Type
Choose "Task" as the Issue type.
In the Source Status section, select "Review".
Click Next.

Software interface screenshot showing Approval Configuration, task selection, and review options. Includes a blue "Next" button.

Select Approval Transition (for successful approval)
Select the transition where the Source Status is "Review" and the Destination Status is "Done".
Click Next.

Approval configuration screen showing a review process. Options to approve (DONE) or reject (IN PROGRESS). Summary lists project details.

Select Decline Transition (for rejected approval)
- Select the transition where the Source Status is "Review" and the Destination Status is "In Progress".
- Click Next.

Approval configuration screen with steps: review, reject, in progress. Summary shows project MP, reviewing task feature, and status transition.

Set Conditions for Transition Execution: Define the number of required approvals to allow an automatic transition to another status.
Select the All Approved option (requires all selected users to approve before the transition can occur),
Or choose Minimum Approval if you want the transition to proceed once a certain number of users have approved (optional).
Click Next.