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This page illustrates  Herzum Approval main administration screens and briefly introduces their purpose.

 


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Navigate to the Add-Ons Panel within your JIRA Jira installation in order to access the Herzum Approval Administration Screens.

JIRA Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL 

Furthermore, Project lead, JIRA Jira System administrators and users in project role administrators are can setup a specific approval workflow for a single issue.

Navigate the issue where you have one of the permissions mentioned above in order to manage this setting.

Issue View screen → Issue Approval

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Herzum Approval main administration screens :

Table of Contents

 

 



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Global Configuration

Navigate the Global Configuration screen to setup options allowing to customize

add-on

the app behavior and appearance.

JIRA

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL    Approval Global Configuration

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E-Mail Templates Administration

Navigate the E-Mail Templates Administration screen to configure custom e-mail template for the Approval notifications via e-mail.

JIRA

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL  E-Mail Templates Administration

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Recipients 

Navigate the Recipients screen to setup the recipients of the approval email notifications.

IRA ADMINISTRATION → Add-Ons → HERZUM APPROVAL 

 Permissions Approval Request Tab

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Recipients

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Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Permissions Approval Reply Tab

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Configure Approval for Single Issue

Navigate the Configure Approval for Single Issue screen to setup approval steps for the specific issue.

Before you can setup approval steps, you must set up users who are involved in your approval processes via the Approval Administration screen .

Issue View screen → Issue Approval

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Approval Administration

Navigate the Approval Administration screen to set up users who are involved in your approval processes.

JIRA

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Approvals

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Conditional Rule Administration

Navigate the Conditional Rule Administration screen to setup an expression allowing to enable/disable applied configurations based on the value (true/false) returned by a JQL function evaluated for the specific issue. The Conditional rules are re-usable across different Approval Mapping configurations and E-Mail template configurations.

JIRA

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Conditional Rules

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Approval Mapping Administration

Navigate the Approval Mapping Administration screen to setup approval steps by project and issue type.

Before you can setup approval steps, you must set up users who are involved in your approval processes via the Approval Administration screen .

JIRA

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Approval Mappings

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Permissions

Navigate the Permissions screen to apply restrictions on the capability to notify an Approval Request via e-mail

and

or the restrictions on the

possibility

capability to set up the approval

steps

flow for a single issue

.

JIRA ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Permissions Approval Request Tab

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or restrictions on the capability to display the Approval drop-down menu.

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Permissions

 Define Custom Approval Rules for single issues TabImage Removed

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Troubleshooting and Support

The Troubleshooting and Support screen provides additional functionalities to solve common problems with the

add on

app and ask support.

JIRA

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL 

 Permissions Reindexing

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JIRA ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Permissions Workflow Cleaning

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JIRA ADMINISTRATION → Add-Ons → HERZUM APPROVAL  Permissions Support Request

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 Troubleshooting and Support

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