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 Optimize your approval processes based on your team's needs: e.g. Budget approval, Travel approval, or Production approval

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When it comes to financial workflows in Jira, JSU will automate your budget workflows, regardless of the complexity of the process, at super speed and with zero coding necessary. 

Do you often set up issues that need approval to move to production? Do you need budget approval from your manager only for large budgets but not for smaller ones? In every organization, a budget budget approval process is required. Trigger budget approval efficiently and in accordance with your company's policies and rules with JSU. 

With JSU Automation Suite for Jira Workflows, you can configure that the your workflow will to transition automatically to the correct status. 

Have a look at this diagram:

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In the example above, when the user submits the budget, JSU will continue from the DECISION status and automatically forward the process to the correct status, depending on the business rules in place: here, Budget <= 1',000 OR Budget > 1',000.

Check out the "How to" video further below to configure your budget approval automation.

How to configure this workflow:

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How to configure this workflow

1. From Project Settings, go to the approvals workflow that you want to edit.

2. Click Edit to create a draft version of the workflow.

3. Add JSU's Follow Up Transition post function to the Submit Budget transition (or equivalent transition in your workflow). This post function evaluates the workflow conditions of all the next transitions on the target status of the current transition.

   
   

   If exactly one condition is valid, that transition

   will be

   is triggered as a "follow-up" transition.

4. Set up two different Value Field

   Conditions for

   Conditions for the

   different

   transitions, "To be approved" and "Approve". You can choose the budget amount

   of budget

   above which your budget needs approval. In this case, we

   put

   enter 1

   '

   ,000:

   1. If Budget > 1

      '

      ,000 on the

      "

      To

      be approved"

      Be Approved transition, then the status

      turns

      moves to "TO BE APPROVED".

   2. If Budget <= 1

      '

      ,000 on the "Approve" transition, then the status

      turns

      moves to "APPROVED".

      Info

       We

      We have carefully set these conditions

      ,

      so that always exactly one condition is valid.

      Like this

      This way, the Follow Up Transition will always trigger one of these two transitions. The workflow will never be stuck at the

      Decision

      DECISION status.

5. Publish your workflow.

6. Make sure you add the "budget" field on

   Add the Budget custom field to your project screen before you move on with your issue creation. See Atlassian's guide to creating custom fields to learn how.

Test your workflow

1. Create an issue in your project and set

   you

   your budget to 2

   '

   ,000. Start progress and check the status. JSU has automated the DECISION with the follow-up transition and moved your issue to "TO BE APPROVED" based on the conditions you set up before.

2. You can do the same by setting your budget to 800. Start progress and check the status. The automation turned the issue status to "APPROVED"

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demo-video demo-video

How-to video

Watch this video to see all of this in action:

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This was only a bit of JSU in action. Subscribe to our YouTube channel and Access access more JSU use cases.
See also the app our documentation for some more examples and configuration screenshots.

Need more Information information or help? Get in touch!