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

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The Auto-populate user picker field based on expression screen allows you to specify expressions that will be used to populate an a user picker All and the user picker Any that have been selected for an Approval Configuration.

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Preliminary global settings

In order to setup To set the Auto-populate user picker field based on an expression on your Approval Configurations, you must first enable it by activating the User picker auto-population option on the General settings

In this section

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Auto-populate user picker field based on expression screen

Navigate to the Approvals administration screen and Add an create a new Approval Configuration by inserting an Approval Name checking the Typeof the typeSingle Property option.

image-20240401-215113.pngImage Removedimage-20250226-154735.pngImage Added

The Approval Configuration screen displays the available properties to setup set up an Approval.

Here you can choose a user picker custom field that can be populated basing based on an expression.

On selecting a user picker All, distinct approbations will be requested to each user that will be inserted in the User Picker field.

On selecting a user picker Any, any user inserted in the User Picker custom field may provide the approval response on behalf of all users.

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When selecting an user picker All or ana user picker Any , you are able to specify can specify expressions that identify

  • users that will be inserted on the user picker custom field in order to enable them to approve and

  • users that will be removed by the user picker in order to exclude them.

In order to To insert an expression to populate the user picker field, click  on click on the image-20250226-155016.pngImage Added icon displayed on the right side of the select list filled with the chosen user picker:

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Specify the expression identifying the users to insert in the user picker custom field

The Auto-populate user picker field based on an expression screen requires an expression, respecting the expected syntax, that specify specifies the users to insert in the user picker field (Can Approve or Reject) and, optionally, the users to discard from the list (Excluded).

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You cannot specify the users to discard (Excluded) without specifying the users to insert into

to

the user picker field (Can Approve or Reject).

(lightbulb) You are able to insert the image-20240401-215511.pngImage Added

You can add allowed tags on to the text areas performing a drag and drop of a tag inside the text area on the point you want add it. (warning) Notice that, in order to avoid performance issue by dragging and dropping a tag at the desired insertion point. To insert values into the property tags, simply start typing the text.

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Note

Please note that to prevent performance issues, there is a limit on the

max

maximum number of users

that will be

returned by

the two

both statements.

Case of the 

If the “Can Approve or Rejector

the Excluded statements returns more then

Excluded” statements return more than 100 users, only the first 100 will be considered.

(lightbulb) You are able to select the values to insert inside the property tags just starting to type a text.

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Test the expression

You are able to can test an expression in order to check if the list of users returned for an issue, on evaluating the Can Approve or Reject and Excluded, matches the expectations. 

In order to To test your expressions, you can specify an issue key, click on Run Test, and Review the list of users that are returned.

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Property tags

The syntax that allows to specify the property's values expects a Start tag and an End tag.

The available tags are listed below:

  • <users>...</users>

  • <groups>....</groups>

  • <roles>....</roles>

  • <user-pickers>...</user-pickers>

  • <group-pickers>...</group-pickers>

  • <component-leads>...</component-leads>

Property Values

 The admissible property's values depends by depend on the selected Property.

The admissible values per property are listed below:

  • <users>

    • Username, any username

    • Reporter, key word to keyword to include in the list of the issues's reporter

    • Assignee, key word to keyword to include in the list of the issues's assignee

    • ProjectLead, key word keyword to include in the list of the concerned project lead

    • Component Leads, key word  keyword to include in the list all the concerned Component Leads

  • <groups>

    • Group, any Jira Group name

  • <roles>

    • Project Role, any Project Role Name

  • <user-pickers>

    • User Picker custom-field, any user picker custom field identifier (Example: customfield_10125)

  • <group-pickers>

    • Group Picker custom-field, any group picker custom field identifier (Example: customfield_10188)

  • <component-leads>

    • Project Component, any Component Name. This setting maintain maintains the Component Name and not the Component Id in order ID to allow reusing the Approval across Approval mapping for different Projects.

You are able to can specify one or more Property's values.

The property's values must be concatenated via the ','.

(question) Example: <users>Tom Black , Nancy Green , Jack Red , Katy White</users>

Condition Tags

The syntax that allows to specify a condition enabling a set of properties expect one expects one of the following start-end tag

  • <conditional-rule  name="Conditional Rule Name">...</conditional-rule>

  • <conditional-rule name="Conditional Rule Name " is-false>...</conditional-rule>

The admissible names include all Conditional Rule names that you have created via the Conditional Rules administration screen.

An expression can include zero, one, or more conditions enabling one or more properties.

(question) Example: <conditional-rule  name="Priority High"><groups>Managers</groups> </conditional-rule> <conditional-rule  name="Priority High" is-false><users>Tom Black</users></conditional-rule>