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

Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL 

Furthermore, Project lead, Jira System administrators and users in project role administrators 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

Global Configuration

Navigate the Global Configuration screen to setup options allowing to customize the app behavior and appearance.

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

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

Recipients 

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

IRA ADMINISTRATION → Add-Ons → HERZUM APPROVAL →  Permissions→  Approval Request TabRecipients

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

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

Approval Administration

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

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 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 ADMINISTRATION → Add-Ons → HERZUM APPROVAL →  Approval Mappings

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

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

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IRA ADMINISTRATION → Add-Ons → HERZUM APPROVAL →  Permissions→  Define Custom Approval Rules for single issues Tab

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Troubleshooting and Support

The Troubleshooting and Support screen provides additional functionalities to solve common problems with the app and ask support.

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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