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1. If you use Jira to manage approvals in a workflow, then you'll know how any unnecessary steps and actions can cause frustration for those requesting approval, and those approving too.
   
   Below is an example

   "approvals

   Approvals workflow

   "

   that is already configured as part of this tutorial. If you want, you can re-create this workflow in your instance in a few minutes. The main feature of the workflow is that from the 

   Status
   colour Blue title submit

    status, the issue could then move to either 

   Status
   colour Blue title awaiting approval

    or 

   Status
   colour Blue title approved

   . We'll add the logic to automate this decision-making in future steps.
   
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2. To begin automating this workflow, we first want to set the criteria we'll use for determining what

   "

   requires approval

   "

   and what can be streamlined to be automatically

   "

   approved

   "

   .
   
   For our example workflow, we want to require approval for issues where the field

   "

   Budget Required

   "

   is over

   1000

   1,000. Where it is less than

   1000

   1,000, we'll let JSU automatically approve the request for us. To get started, make sure you're in

   "

   Edit

   Mode"

   mode for your workflow and then click on the transition (arrow) connecting the  

   Status
   colour Blue title submit

    and 

   Status
   colour Blue title AWAITing approval

    statuses.
   
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3. From the pop-up that appears -

   click on "

   select Conditions

   "

   .

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4. Now let's choose "

   On the Conditions tab, select Add Condition

   "

   .
   

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   From the list of Conditions, choose

   
   

5. "

   Select the Value Field

   "

   conditionand then click

   "

   Add

   "

   .
   

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6. Now, let's configure the

   Condition

   condition to ensure that only the issues we desire

   have the ability to

   can transition to 

   Status
   colour Blue title awaiting approval

   .
   Field - Choose the field you want to inspect the value of, to determine whether an approval can be streamlined for it. In our case, we have a field called "Budget Required" that we've chosen.
   Condition - Choose the type of comparison you're going to use when comparing with the value. In our case, we want to require approval when the
   "

   Budget Required

   "

   is greater than (or equal to)

   1000

   1,000. So we need to choose

   "

   greater-than-or-equal-to / >=

   "

   .
   Value - Type in the value you want to compare the

   Field

   field against. In our example, our chosen value is

   "1000"

   1,000.
   Comparison Type - To ensure that the

   Value 

   value (a number) can be compared against the

   Field

   field (also a number), we need to

   specifically

   tell Jira that in this scenario that

   Value

   value is a

   "

   Number

   "

   .
   When you're happy with the configuration, click

   "

   Add

   "

   .
   

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7. Image Added

   You will now see a preview of the

   Condition

   condition we've just configured.
   

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8. You will be presented with a

   “Publish

   Publish Draft

   Workflow”

   Workflow pop-up. It's not necessary to save a draft. Click 

   "

   Publish

   "

    when you're happy and then we'll move on to the next transition.
   

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   Head back your approvals Image Added

9. Return to the Approvals workflow in Edit

   Mode

   mode. Now let's select the transition (arrow) connecting 

   Status
   colour Blue title submit

    and 

   Status
   colour Blue title approved

    and again
   click "

   select Conditions

   "

   in the pop-up that appears.
   

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10. Repeat Steps

    #4

    4 -

    #6

    6 to configure

    the "

    a Value Field

    " Condition

    condition against this transition. The only difference with the configuration here is that we're going to set the

    "Condition"

    conditionto

    "

    less-than / <

    "

    to ensure that issues with a

    "

    Budget Required

    "

    of less than

    1000

    1,000 can be moved

    next

    to 

    Status
    colour Blue title Approved

     instead of 

    Status
    colour Blue title awaiting approval

    .
    
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    After this, and just like in Steps #5 - #8, now you will need to "Add" the Condition, Image Added

11. Now select Add and then publish the draft workflow to make it active.

12. Almost there! Now it's time to add our automation to let JSU make this approval decision for us, based on the

    "

    Budget Required

    "

    values when users move their issues to the 

    Status
    colour Blue title submit

     status.
    
    Head back

    Return to your

    approvals

    Approvals workflow in Edit

    Mode

    mode. Now let's select the transition (arrow) connecting 

    Status
    colour Blue title In progress

     and 

    Status
    colour Blue title submit

    , but this time select
    "

    Post-Functions

    "

    in the pop-up

    that appears

    .
    

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13. Click "

    Select Add Post Function

    " towards

    on the right-hand side of the

    screen

    page.
    

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14. From the list of Post-Functions,

    choose "

    selectFollow Up Transition (JSU)

    "

    , then click

    "

    Add

    "

    .
    

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15. There's nothing you need to configure on the next screen, so

    all you need to do is click "Add"

    simply click Add. 
    

    Image RemovedJust like before, don't forget to Image Added

16. Publish the workflow to make this new automation active.

Now let's go see the workflow in action!

1. Head

   Go to an open issue in your Approvals project. In our case, we have an issue currently in  

   Status
   colour Blue title In progress

    and with a
   "

   Budget Required

   "

   of 500.
   

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2. Now, let's move the status to 

   Status
   colour Blue title submit

    and watch the magic happen!
   
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3. Watch the issue move to the 

   Status
   colour Blue title submit

    status, but then a second (or two) later move automatically to the 

   Status
   colour Blue title approved

    status!
   
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   HINT: The issue history confirms this streamlined transition did in fact happen!
   

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4. Now try the same scenario, but where the

   "

   Budget Required

   "

   is

   1000

   1,000, or more.
   

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5. Let's move this issue to 

   Status
   colour Blue title submit

    just like we did before.
   
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6. Again, the issue will be forwarded onto its appropriate next transition, in this case as the

   "

   Budget Required

   "

   valueis greater-than-or-equal-to

   1000

   1,000, it's moved

   next

   to 

   Status
   colour Blue title awaiting approval

   !

   .
   

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Once again, the issue history confirms to us it was JSU helping us streamline the approvals here.

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There you have it! Streamlining your approval processes in Jira just got a lot easier thanks to the power of JSU