| Panel | ||
|---|---|---|
| ||
Approval delegation is a feature that allows users with approval rights to delegate, in a specified time range, per project and issue type, their approval authority to another user. |
| Info |
|---|
Need support? We would love to help. |
Overview
Approvers can
delegate existing and new pending approval requests to another approver
.
Both the approver and the delegated approver can take action (Approve, Reject, or Abstain) on
approval requests via email or directly on the issue.
Actions taken by the delegated approver
are recorded as
executed by them.
Delegated
Approver Limitations:
Approval authority cannot be further re-delegated
.
In this section
| Table of Contents |
|---|
How to Manage delegated approvers
The Manage delegated approvers screen allows you to perform the following actions:
Add delegated approvers
Notify Pending Approvals to the delegated user
Update the delegations
Delete the delegations
Add delegated approver
Navigate the Manage delegated approvers and press Add Delegation.
Fill up all the fields in the Add delegated approval form and press Save.
Find below the description of the fields displayed in the form:
Delegated User (Required)
: This is the username of the person
who has privileges
to approve or reject approval requests on
behalf of the original approver.
Note: The delegated approver
cannot delegate
their delegated
approval rights to another user.
Project (
Required): This is the
project to which the issues pending
approval requests
belong.
Issue Type (
Required): This is the issue type
associated with the issues pending
approval requests.
Once the Project and Issue Type fields are filled, the Source Status and Issues fields are enabled:
Source Status (Optional): This is the current status of the issues pending approval requests.
Issues (Optional): This is a specific list of issue keys to which the delegation applies. By clicking the search button, a pop-up window will appear where you can select issues based on a JQL search.
Start Date (Optional) and End
Date (Optional)
: These define the time range during which the delegated user has privileges
to approve or reject approval
Notify, the delegated user, can receive the same approval requests as the delegator (Notify is On) or no notification (Notify is off).
If no Project is specified, all approval requests are considered, independently by the Project.
If Project is specified but not issue Type is specified, all approval requests relating to the selected Project are considered, independently by the Issue Type
If no Start date and End date are specified, all approval requests are considered, independently, by the submission daterequests.
| Info |
|---|
If no start and end dates are specified, the delegation will remain active for the delegated user indefinitely, until the configuration is deleted or dates are specified. |
Notify: This setting determines whether the delegated user receives notifications about approval requests:
Notify On: The delegated user receives the same approval request notifications as the delegator.
Notify Off: The delegated user does not receive any notifications.
| Info |
|---|
Notifications will be triggered for the first 50 issues that match the delegation parameters. |
Notify Pending Approvals to the delegated user
When a new delegation is created, the delegated user
will receive the same approval requests as the delegator from the specified Start Date until the specified End
As a delegator, you are able to create an approval delegation having a Start date in the past.
The delegatedDate, provided the Enable Delegate Approval Alerts option is enabled in the global configuration.
The delegated user is not automatically notified
about approval requests
that were already pending before the delegation was created.
The
Send icon on the Manage Delegated Approvers screen allows the delegator to send
It allows the delegated to approve via email the pending approval requests submitted in the past.
In order to send massively the Approval Request emails for each pending approval, submitted in the specified time range, having a Submit date in the past, navigate the Manage delegated approvers screen and press Mail icon:
approval request email notifications in bulk to the delegated user for all pending approvals where notifications have already been sent to the assigned approver (delegator)
Update the delegations
Navigate the Manage delegated approvers and click the pencil icon to update a delegated approval.
You
can update any previously set value.
Delete the delegations
Navigate to the Manage Delegation screen and click the Trash icon.
A popup asks to confirm.
This action revokes the approval authority immediately.
How to Manage approvals delegated to me
Manage approvals delegated to me Screen
Navigate to the Herzum Approval Tab menu on your Jira menu bar and
The Manage Approvals Delegated To Me screen allows you, as delegated, to display per project, issue type, delegator, start and end date, the number of issues pending approval.
In this section
| Table of Contents |
|---|
Need support?
We would love to help.
✉ Submit a support requestselect the Delegated to Me option.
The Manage Approvals Delegated to Me screen displays all delegations where the logged-in user is the delegated approver. This screen provides details about each configured delegation, including the delegator, project, issue type, start date, and end date.
