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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.

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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)

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    • Approval Delegation → enable/disable the Approval delegation functionalities.

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  • 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)

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    • Enable Actions on Approval Panel → This option allows to enable the rest of action when one of them has already executed.

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  • Approval Display Options

    • Actions on Command-bar → This option allows to enable Approval Action on the Issue

    • View Approval Flow → This option allows to view approval flow

    • 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.

  • Approval History

    • Enable Approval History → Enable recording the events regarding the approval flow.

    • Show Event Grouped by →  Choose a field that will be used to group the events displayed on the Approval History tab.

    • Hide Events → Filter the Events that you want to display on the Approval History tab

    • Expand or Collapse Rows → Choose to collapse or expand, on the Approval History tab, detailed information on each event.

    • Fields Name → This option allows to choose where fields name display

    • Customize History Fields → This option allows to customize any field label and choose to show or hide them.

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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

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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.

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titleApproval Mappings

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

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titleE-Mail Templates

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

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titlePermissions

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

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titleRecipients

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

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titleManage Delegations

As a Jira Administrator, you are able to delegate the approval authority of any user to another one.

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titleMigration Tool

As a Jira Administrator, you are able to migrate your Herzum Approval On-premises configurations to Herzum Approval For Cloud.

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Any question or suggestion?

We would love to hear from you.

📞 Contact us

We will go into more detail in the following pages.

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