Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel
bgColor#F4F5F7

All administrative functions of Herzum Approval require you to be a user with the Jira Cloud System Administrators global permission.

Info
iconfalse
The Approval History section on the Global Configuration screen allows

Need support?

We would love to help.

Submit a support request

Overview
Anchor
overviewAh
overviewAh

The Approval History section on the Global Configuration screen allows you to enable some valuable features of the app (Recording on the Database the events regarding the approval flow), customize the Approval History tab by hiding columns and type of events, renaming column headers and selecting grouping criteria.

By default the Approval History is

not

enabled.

Image Removed

image-20240327-180003.pngImage Added

In this section

Table of Contents
minLevel2
maxLevel6
outlinefalse
styledefault
typelist
printablefalse

Enable Approval History

The Enable Approval History

Anchor
enableApprovalHistory
enableApprovalHistory

The enable Approval history option allows you to enable recording on the

database

JSON blob the events regarding the approval flow.

In particular,

 the

the events regarding the approval flow can include an approval response (

Approved

Approval, Rejected, Abstained, Reset

, No decision but only Comment

), an Automatic Workflow Transition performed by the app, an automatic Approval Request email notification and Approval Reply email notification performed by the app, Approval Request email notifications performed by an user via the Request Approvals button or the

Send

send request button.

This option expects the values ON or OFF

. By

, by default this

option

options is

OFF

ON.

When this option is ON, any time that an

events

event regarding the approval flow occurs, the related information

are

is persisted on the

database

storage.

In particular, the information regarding an event can include the Approval Name, the action performed by the user or by the app, the action executor, the date and time when the action was performed, the current issue workflow status, the workflow transition on complete approbation, the destination workflow status on complete approbation and the approval comment. 

On enabling the Approval History you have the capability to manage additional options illustrated below.

These options allows you to customize the Approval History tab by hiding columns and type of events, renaming column headers and selecting grouping criteria.

Image Removed
image-20240327-180802.pngImage Added

Show Events Grouped by
Anchor
showEventsGroupedBy
showEventsGroupedBy

The Show Events Grouped by option allows you to choose a field that will be used to group the events displayed on the Approval History tab.

Image Removed
image-20240327-182030.pngImage Added

In particular, you are able to group the events displayed on the Approval History tab by one of the following fields:

  • Action (the action performed by the user or by the app)

  • Source Status (the current issue workflow status)

  • Transition (the workflow transition on complete approbation)

  • Destination Status (the destination workflow status on complete approbation)

  • Source Status & Approval Execution Start date (

(info)
  •  This setting expects that the elapsed time between two 'Approval Executions' is greater or equal to 1 minute).

By default, the History tab displays the events in  descending chronological order (the most recent first).

Hide Events
Anchor
hideEvents
hideEvents

The Hide Events option allows you to filter the Events that you want to display on the Approval History tab.

By default, the History tab displays each event relating the current issue.

Image Removed
image-20240327-182058.pngImage Added

In particular, you are able to hide any of the following event:

the approval responses (Approved, Rejected, Abstained, Pending)

Comment 

Comment not

associated to

associated to an approval response

Automatic Workflow Transition

 performed

 performed by the app

automatic Approval Request email notification (Automatic Notification)

automatic Approval Reply email notification (Reply Notification)

Approval Request email notification performed by an user via the Request Approvals button (Approvals Notification)

Approval Request email notification performed by an user via the Send request button (Single Notification).

Expand or Collapse Rows
Anchor
expandOrCollapseRows
expandOrCollapseRows

By default, the History tab displays detailed information on each event.

Image Removed
image-20240327-182137.pngImage Added

The Expand or Collapse Rows option allows you to default displaying only the event data/time and the action executor.

The event details display on clicking the left side arrow.

Fields NameImage Removed

Anchor

Apply Filter

By default, the History tab displays any approval response by any user.

The Apply Filter option allows you to show up only the latest approval response by any user.

Image Removed

Fields Name

The 

fieldsName
fieldsName

The Fields Name option allows to choose if fields name display on each line (default) or only once time on the top.

Image Removed
image-20240327-182208.pngImage Added

Customize History Fields
Anchor
customizeHistoryFields
customizeHistoryFields

The Customize History Fields option allows you to customize any field label and choose which field can be shown or hidden.

Image Removed

If no label is specified, the fields display as per default.

By default each field displays.

Furthermore, case of the Source Status, Transition and Destination Status you are able to show such fields only when the related event is the Automatic Workflow Transition.

Image Removed

Image Removed

image-20240327-182414.pngImage Added