How to remove "Send to Supervisor" step from workflow

Article aims to explain how to remove "Send to Supervisor" step from Vacation Manager workflow in a safest manner possible.

Instructions

1) Login as Jira administrator and as presented below go to "Issues" (1), then "Workflows" (2). Scroll down to find "VACMAN Vacation Manager Workflow" (3) and press "Copy" (4):

Do not change the original "VACMAN Vacation Manager Workflow" - it's always good to have an original working workflow in case something goes wrong, removing/changing it can make Vacation Manager unusable.

2) Name copied workflow as you wish:

3) Now it's time to edit copied workflow, our goal is to remove "Send to supervisor" step to automate sending requests.

Marked transition "Delete" and status "Created" also needs to be removed and now "Create" transition should be linked with "Waiting for approval":

Make sure after edition of a Vacation Manger workflow's copy, created vacation request goes directly to "Waiting for approval" status. After you finish with edition, it should look like this:

4) Post-function of "Create" transition needs to be altered:

Please edit the post-function marked in red:

to this setting:

when it's changed to not forget to press "Publish" button:

5) Remember about saving workflow changes and next step is to assign Vacation Manager issue types (if you have already created it) to a workflow copy:

If there are no Vacation Types created yet, then this step is to be skipped.

6) Remove message "After creating document review it and send using Send to supervisor button"

Because this message is no longer accurate and might lead to questions from user, that they can not see this button it should be removed.

We don't have currently build in solution for that, but you can use free app "InProduct translation for Jira" (by Atlassian Labs) to change this message into empty string.

Just install the app and change that message info empty string, or change it to your needs eg. "Double check your leave details, it will go straight to Supervisor"

Note: It seems that mentioned app is not working correctly on some versions of Jira (e.g. 8.1.0). We will work on different solution for that.

7) Finally users can request a leave that goes directly to user's supervisor directly after pressing "Create":

Supervisor sees it like that:

and decided to approve it - issue gets reassigned back to the reporting user: