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titleCustomer Requirement

We have 3 groups: A, B and C.

An user can belong to both A and B while an user in C won't be in A and B.

We need to have 4 approvals total and at least 1 approval from each group: A, B, C. 

During off hours, between 11pm to 5am, we only need at least 1 approval from each group.

How to implement the customer scenario

(info) Case of an user belonging to group A and B, his approbation will be considered taken for group B if any other user that belongs to group A has approved, is considered taken for group A if any other user that belongs to group B has approved

Step 1 -  Create the User picker custom field (multiple users) that will be filled with the final list users allowed to approve.

  • Create three User Picker multiple users:
    • User Picker (Group A-B)
    • User Picker (Group B-A)
    • User Picker (Both A B).
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titleCreate the User Picker Custom Fields

You can review instruction to create a custom field on the related Atlassian documentation.

You do not need to add this custom field to any Screen and you do not need to specify any Context.

Step 2 - Create the Approval configurations to identify approvers

Expand
titleCreate the Approval Configuration for Approval User Picker (Group A-B)
  1. Navigate Add-ons → HERZUM APPROVAL →Approvals.
  2. Click the Add Approval button.
  3. Fill the Add Approval Configuration form

  4. Fill the User Picker Field All by selecting the Approving Users with Exclusion User Picker custom field

  5. Click
  6. Specify the expression to populate the custom field
  7. You are able test the expression on an issue in order to check its correctness as per following examples
  8. Save the Expression
  9. Save the Approval configuration
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titleCreate the Approval Configuration for Approval User Picker (Group B-A)
  1. Navigate Add-ons → HERZUM APPROVAL →Approvals.
  2. Click the Add Approval button.
  3. Fill the Add Approval Configuration form

  4. Fill the User Picker Field All by selecting the Approving Users with Exclusion User Picker custom field

  5. Click
  6. Specify the expression to populate the custom field
  7. You are able test the expression on an issue in order to check its correctness as per following examples
  8. Save the Expression
  9. Save the Approval configuration
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titleCreate the Approval Configuration for Approval User Picker (Both A B)
  1. Navigate Add-ons → HERZUM APPROVAL →Approvals.
  2. Click the Add Approval button.
  3. Fill the Add Approval Configuration form

  4. Fill the User Picker Field All by selecting the Approving Users with Exclusion User Picker custom field

  5. Click
  6. Specify the expression to populate the custom field
  7. You are able test the expression on an issue in order to check its correctness as per following examples
  8. Save the Expression
  9. Save the Approval configuration
Expand
titleCreate the Approval Configuration for Group C
  1. Navigate Add-ons → HERZUM APPROVAL →Approvals.
  2. Click the Add Approval button.
  3. Fill the Add Approval Configuration form

  4. Fill the Group property by selecting the Group C

  5. Save the Approval configuration

Step 3 - Create the Conditional rules

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titleCreate the Conditional Rule At least 1 approval from each Group during business hours
  1. Navigate Add-ons → HERZUM APPROVAL →Conditional  Rules.
  2. Click the Add Conditional Rule button.
  3. Fill the Rule Name

  4. Fill the Conditional rule 
    (created > startOfDay('+5h') and created < startOfDay('+23h')) or (created >= startOfDay() and created <= startOfDay('+5h')) and ((issue in approvedApproval("Approval User Picker (Group A-B)", 1) and issue in approvedApproval("Approval User Picker (Group B-A)", 1) AND issue in approvedApproval("Group C", 1))
    OR
    (issue in approvedApproval("Approval User Picker (Group A-B)", 1) and issue in approvedApproval("User Picker (Both A B)", 1) AND issue in approvedApproval("Group C", 1))
    OR
    (issue in approvedApproval("Approval User Picker (Group B-A) ", 1) AND issue in approvedApproval("User Picker (Both A B) ", 1) AND issue in approvedApproval("Group C", 1))
    OR
    (issue in approvedApproval("User Picker (Both A B) ", 2) AND issue in approvedApproval("Group C", 1)))

  5. Save the Conditional Rule configuration
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titleCreate the Conditional Rule At least 1 approval from each Group during OFF hours
  1. Navigate Add-ons → HERZUM APPROVAL →Conditional  Rules.
  2. Click the Add Conditional Rule button.
  3. Fill the Rule Name

  4. Fill the Conditional rule 
    (created >= startOfDay('+23h') and created <= startOfDay('+24h')) or (created >= startOfDay() and created <= startOfDay('+5h')) and ((issue in approvedApproval("Approval User Picker (Group A-B)", 1) and issue in approvedApproval("Approval User Picker (Group B-A)", 1) AND issue in approvedApproval("Group C", 1))
    OR
    (issue in approvedApproval("Approval User Picker (Group A-B)", 1) and issue in approvedApproval("User Picker (Both A B)", 1) AND issue in approvedApproval("Group C", 1))
    OR
    (issue in approvedApproval("Approval User Picker (Group B-A) ", 1) AND issue in approvedApproval("User Picker (Both A B) ", 1) AND issue in approvedApproval("Group C", 1))
    OR
    (issue in approvedApproval("User Picker (Both A B) ", 2) AND issue in approvedApproval("Group C", 1)))

  5. Save the Conditional Rule configuration

Step 4 - Create the Approval Mapping configuration 

How it works

  • Notify demo user for an Approval Request clicking on the Email icon (You are able to configure the app so that the notification succeeds automatically)

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  • Assuming to have configured the following basic template

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  • The email displays in ‘demo’ user mailbox as follows

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  • On clicking Approve a screen allowing to add an Approval Comment appears

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  • On clicking Submit Vote, a screen appears in order to advice that the operation was successfully performed

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  • Users enabled to login will be aware of the Approval Reply because it displays on the Web Panel, on the Jira Comments and on the Approval History

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Expand
titleCreate the Approval Mapping
  • Navigate Add-ons → HERZUM APPROVAL →Approval mappings Administration.
  • Click the Add Approval  Mapping button.
  • Fill the Add Approval Mapping form with the Project and the Issue Type

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  • Select the workflow status that needs the approvals, the workflow transition and the destination workflow status when approved. 

  • Drag and drop the needed approvals from the list of Available Approvals in the list of Requested Approvals.Image Added

  • Setup Minimum Required approbations/rejections based on conditions

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  • Save the Approval Mapping configuration



In this section

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Table of Contents

Related Documentation

Here you can find some links to our customer documentation relating to the configuration screens  addressed in this page:

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