Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Panel
bgColor#F4F5F7

This page provides you with a quick overview of Herzum Approval administration screens and briefly introduces their purpose.


Navigate to the Manage apps Panel within your Jira instance to access the Herzum Approval Administration Screens.

Expand
titleGlobal Configuration

The Global Configurations screen allows you to manage the following settings:

  • Approval General Settings

    • Approval Conditions Settings → enable/disable the automatic addition and deletion of the Approval Conditions on the workflows (Enable by default)

  • Approval Superusers

    • Super Approver → provides selected users with special privileges to approve or reject any approval

    • Approval Expression Superuser → User used by the app to populate the user picker custom fields case of Approval configurations based on expressions

    • Conditional Rule Superuser → User used by the app by default to evaluate the Conditional Rules (Not set by default). It’s mandatory to select an user in order to create a Conditional Rule.

  • Approval Actions

    • Reject Approval Action → This option allows to disable the capability to reject (Enable by default)

    • Abstain Approval Action → This option allows to enable the capability to abstain (Disable by default)

    • Lock Reversing Approval Actions → This option allows to lock approval actions (Disable by default)

  • Approval Display Options

    • View Percentage Number → This option allows to view percentage number of kept approbations (Enable by default)

    • Display Large Action Buttons → This option allows to display large or small buttons for selected users (No user displays large buttons by default).

    • Customize Field Labels → Customize field labels in Approval Web Panel help (No label by default). If no custom label is inserted, the default field labels display.

    • Customize Action Button Labels → Customize the action button labels on issue (No label by default). If no custom label is inserted, the default button labels display.

Expand
titleApprovals

The approvals identify who can approve or reject. You must first setup Approvals on the Approvals screen in order to setup the on Approvals Mappings

Expand
titleConditional Rules

The Conditional Rules Configuration Screen allows you to manage Conditional Rules.

The Conditional Rules are JQL expressions that can be used to meet complex requirements (e.g. enable/disable Approvals, Minimum, required Rejections, etc.).

In addition, the conditional Rules can be uses to enable/disable an Email Template or to prioritize the emails.

Expand
titleApproval Mappings

The Approval Mapping screen allows you to setup your Approval Flows by Project and Issue Type.

Expand
titleE-Mail Templates

The Approval Mapping screen allows you to setup your Approval Flows By Project and Issue Type.

Expand
titlePermissions

The Permissions screen allows you to grant to deny the permissions to Notify the Approval Requests and Configure Approval Flow for single issues

Expand
titleRecipients

The Recipient screen allows you to customize the recipients of the emails notifying an approval Request and Approval Responses.

Any question or suggestion?

We would love to hear from you.

📞 Contact us

We will go into more detail in the following pages.

Panel
bgColor#F4F5F7

Page Tree
root@self
expandCollapseAlltrue
spacesHAFCD
startDepth1