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. This guide lays out how an administrator can set up a required approval in a Checkout project.
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. The person following this document must have Jira Administration level permissions.
The screenshot below shows the Approvals workflow which is automatically generated when an IT Service Desk template is used to create a project. Any workflow can be used to set up an approval process, but this one is a great starting point if you aren’t too familiar with constructing workflows.
If the Checkout project was created with the IT Service Desk template, this workflow should be created, but not in use on the Checkout project. It will be named in the form of project-key: Service Request Fulfillment with Approvals workflow for Jira Service Desk. To use it on the Checkout issue type, modify the project Workflow Scheme and assign that workflow to the Checkout issue type.
Any of the statuses can be turned into an approval status by selecting the status and checking the Add approval check box. The key for this workflow is that the create transition leads to the Waiting for Approval status, which we will set up to require an approval.
The 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 in the project. To do so, navigate to Project Settings > Automation > Legacy automation. In this 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.
