Overview

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overviewApprovalAdmin overviewApprovalAdmin

The Approval Administration screen allows you to manage your Approvals configurations.

An Approval configuration establishes the users having the authority to Approve or Reject an item.

The Approvals can be used on multiple Approval Mappings in order to establish, for a given Project, Issue Type or for a Single issue, Status and Workflow transition, the users demanded to express their approval response on the concerned step.

Approval Administration Screen

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approvalAdministrationScreen approvalAdministrationScreen

The Approval Administration screen allows you to addDisplay, editAdd, manage advanced settings, delete and review your approval Edit, Delete the Approvals configurations.

The Approval Administration screen looks like as follows:

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In details:

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For each Approval configuration, the screen displays the following information:

• Approval Name: show the approval. It must be unique. It can be renamed

• Roles: It shows which project roles have been selected;

• Groups: It shows which groups have been selected;

• User: It's which users have been selected;

• Reporter: If the reporter has been selected, the flag will show;

• AssigneAssignee: If the assignee has been selected, the flag will show;

• Project Lead: If the project lead has been selected, the flag will show;

How to create an Approval

To require approvals in an Approval Mapping, you need first to create them.

Here's how to do it:

Actions

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actionsApproval actionsApproval

Create an Approval

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createApproval createApproval

Follow the instructions below in order to create a new Approval configuration.

Click Add Approval on the top of the Approval Administration

screen

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You can select multiple values for a given property.

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• Approval Name (Required), the name identifying the Approval;

• Choose one property that enable the users satisfying the property to Approve and Reject.

  • Roles. Any user belonging to the selected project roles may approve and reject

  • Groups, Any user belonging to the selected groups may approve and reject

  • Users, Any selected user may approve and reject

  • Group Picker Field, Distinct approvals will be requested to every selected group and any user belonging to a group may approve and reject

  • User Picker Field, Any user selected via the User Picker custom field may approve and reject

  • Reporter, Reporter may approve and reject

  • Assignee, Assignee may approve and reject

  • Project Lead, may approve and reject

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Edit an Approval

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editApproval editApproval

You are able to update an existing Approval, including its Name and the applied configurations.

Delete an Approval

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deleteApproval deleteApproval

On deleting an Approval configuration, the applied changes are immediately made consistent on the Approval Mappings and Single Issue Approval configuration that required the Approval. This change is irreversible. 

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