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If you followed our instructions to set up Checkout in a brand new project, the Checkout issue type will be using a system default workflow which cannot be modified. The workflow scheme for the project will need to be modified before an approval process can be set up.

We have made the Order Approval process really simple in Checkout. To turn on the approval process, all you need is an Approval Workflow in your project that is tied to the Checkout issue type.

Any status can be turned into an approval status by selecting the status and checking the “Add approval” check box. The default “Waiting for Approval” Status has special configurations that allow you to set the Approver fields. Leave it at the default Approvers field. Checkout adds the Department owner to this field - which in turn turns on the approval process.

Automations

Next, you will want to turn on automations from Jira Service Desk. In the automation section, we have added some actions that work with the approval process. For example, if you want to inhibit further processing of the order until approval process is complete, you can disable all checkout buttons.

Once order is approved, you can enable the buttons via automation.

If approval is declined, then the Checkout order can be declined as shown below.

Write into our Support Desk with any questions you have.