Versions Compared

Old Version 3

changes.mady.by.user Cristina Balcázar

Saved on

compared with

New Version Current

changes.mady.by.user Cristina Balcázar

Saved on

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

Need support?

We would love to help.

✉ Submit a support request

Overview
Anchor
overviewRec
overviewRec

The Recipients administration screen let you able to setup the recipients of the approval email notifications (Approval Requests and Approval Reply notifications).

In this section

Table of Contents
minLevel2
maxLevel6
outlinefalse
styledefault
typelist
printablefalse

Recipients of the Approval Request email
Anchor
recipientsApprovalRequest
recipientsApprovalRequest

The Approval Request tab allows to avoid some users receive the Approval Request email.

You can manage this setting for users, groups, project roles, user pickers, project lead, reporter, and assignee.

To set up the Approval Request Notification, you must perform the following steps

  • Navigate the Approval Request tab on the Recipients Administration screen 

  • Fill the fields showing up on the Approval Request tab 

image-20240402-223924.png

  • Click Save to persist changes

Recipients of the Approval Reply email
Anchor
recipientsApprovalReply
recipientsApprovalReply

The Approval Reply taballows to setup additional users that receive the Approval Reply email.

image-20240402-224242.pngImage Removed

image-20240730-134220.pngImage Added

You are able to:

  • Customize the Default Notification Scheme that is applied globally

  • Create Custom Notification Schemes to apply to specific Approval Mappings and Single Issue Approval Flow.

The search bar allows you to quickly find specific notification schemes by name. Enter keywords or a portion of the scheme name in the search bar for easy identification.

Customize the Default Notification Scheme
Anchor
customizeDefaultNotificationScheme
customizeDefaultNotificationScheme

The Default Notification Scheme customization includes the capability to:

  • Specify the recipients of the Approval Reply notification by populating the value of the available Properties

    • Users

    • Groups

    • Project Roles

    • Issue Reporter

    • Issue Assignee

    • Project Lead

    • Approvers

    • Users dynamically selected in a multi or single User Picker custom field

  • Specify if the notification will fire in case of

    • Every approbation and rejection

    • Complete Approbation

    • Every Rejection

Follow the steps below in order to customize the Default Notification Scheme:

  1. Navigate the Approval Reply tab on the Recipients Administration screen 

  2. Edit the Default Notification Scheme

  3. Choose the option Custom Settings

  4. Populate the value of the available Properties in order to enable those users to receive the Approval Reply notifications

  5. Select when the email notification must be sent

    1. Check the Every approbation/rejection box in order to send the notification each time that an approval changes status (e.g. from pending to approved)

  6. Check the All approbations box in order to send the notification when all requested approvals have been approved

  7. Check the Every Rejection box in order to send the notification each time that an approval is rejected 

  8. Click Save to persist changes

Info

The two options Every Rejection and All approbations can be selected together or singularly.

The option Every approbation/rejection excludes the possibility to select the other two options.

image-20240402-224542.png

Configure Notification Scheme
Anchor
configureNotificationScheme
configureNotificationScheme

The Notification Scheme customization includes the capability to populate the same properties than Default Notification Scheme for each of the following distinct event:

  • Every Approbation

  • Every Rejection

  • Every Abstention

  • Every Approbation with Approval Comment

  • Every Rejection with Approval Comment

  • Every Abstention with Approval Comment

  • Complete Approbation

  • Automatic Transition on Approbation

  • Automatic Transition on Rejection

Follow the steps below in order to setup a Notification Scheme:

  1. Navigate the Approval Reply tab on the Recipients Administration screen 

  2. Click Add Notification Scheme or Edit an existing one

  3. Fill out the Notification Scheme Name (Required) and the Description (Optional)

  4. Populate the value of the available Properties in order to enable those users to receive the Approval Reply notifications

  5. Click Save to persist changes

image-20240402-225248.png