You can use the Minimum Required approbations and rejections rules to specify if the approval step can be considered approved or rejected based on subset of stakeholders reply.
You are able to create multiple rules based on conditions or
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not associated to conditions.
Rules based on conditions expect a valid Jql statement that can be created via the Conditional Rules Administration screen.
Set up a Minimum Required approbations and rejections based on condition
You might need that the
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Requested Loan having an amount in a certain range require different numbers of approbations and rejections.
To set up a Minimum Required approbations and rejections based on condition:
- Navigate the Conditional Rules Administration screen, go to Add Conditional Rule
- Insert the Rule Name and edit the Conditional Rule by inserting a filter that respects the Jira Query Language syntax
- Navigate the Approval Mapping Configuration screen that you want to edit, go to Advanced Settings > Minimum Required approbations/rejections conditioned.
- Click Add minimum required approbations or Add minimum required rejections
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- Select the Conditional Rule
- Setup the minimum required approbations or the minimum required rejections choosing between the following options:
All, choose this option to allow the transition only when all requested approvals have been approved
None, choose this option to allow the transition always
Percentage, insert an integer major of 0 and minor of one-hundred representing the percentage of approvals allowing the transition.
Fixed Number, insert an integer major of 0 to allow the transition when the indicated number of approvals is reached.
Notice that if the fixed number is major then requested approvals, this setting is equivalent to 'ALL'
Set up a Minimum Required approbations and rejections unconditioned
You might need that the purchase requests having an amount not included in the
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range above require a different numbers of approbations and rejections.
In this case you can set up Minimum Required approbations and rejections unconditioned that will be considered only if the previous conditions are not satisfied.
To set up a Minimum Required approbations and rejections
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For example, case of purchase requests requiring the following
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- the approval step can be considered approved if All stakeholders approve
- the approval step can be considered rejected if 1 stakeholder reject
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- the approval step can be considered approved if it receives the 50% of approbations
- the approval step can be considered rejected if it receives the 50% of rejections
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that is unconditioned:
- Navigate the Approval Mapping Configuration screen that you want to edit, go to Advanced Settings > Minimum Required approbations/rejections unconditioned
- Setup the minimum required approbations unconditioned choosing between the following options:
All, choose this option to allow the transition only when all requested approvals have been approved
None, choose this option to allow the transition always
Percentage, insert an integer major of 0 and minor of one-hundred representing the percentage of approvals allowing the transition.
Fixed Number, insert an integer major of 0 to allow the transition when the indicated number of approvals is reached.
Notice that if the fixed number is major then requested approvals, this setting is equivalent to 'ALL'
- Setup the minimum required rejections unconditioned choosing between the following options:
All, choose this option to allow the transition on reject only when all requested approvals have been rejected
None, choose this option to allow the transition on reject always
Percentage, insert an integer major of 0 and minor of one-hundred representing the percentage of rejections allowing the transition on reject.
Fixed Number, insert an integer major of 0 to allow the transition when the established number of rejections is reached.
Notice that if the fixed number is major then requested approvals, this setting is equivalent to 'ALL'
Evaluation of multiple rules establishing the Minimum Required approbations and rejections
The Minimum Required approbations and rejections based on conditions are evaluated always before of any Minimum Required approbations and rejections unconditioned.
It implies that, If the Condition associated to a Minimum required approbation is true, the Minimum required approbation unconditioned is not evaluated.
For example, in the following case, when the priority is high, the approval step is considered approved only when all required approvals are approved.
When the priority is not high, it's not required any approbation.
The Minimum Required approbations and rejections based on conditions are evaluated basing on their sequential order.
It implies that, If the condition associated to the top Minimum required approbation is true, the next Minimum required approbation is not considered also if the associated condition is true.
For example, in the following case, when the amount is less then $500, the approval step is considered approved only when 1 approval is approved.
When the priority is not high, it's not required any approbation.
The Minimum Required approbations and the Minimum Required rejections are evaluated independently.
It implies that case of either the Minimum required approbations and the Minimum Required approbations rejections are satisfied the approval step can be considered approved or rejected same time.
In this case, if an Automatic Workflow transition must succeed and the minimum required approbations and rejections are conditioned, their sequential order is considered.
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The established sequential order to check the rules is shown in parentheses. |
For example, in the following case, when the amount is less then $1000, the approval step is considered approved if 1 approval is approved and it is considered rejected if 1 approval is rejected.
Case of an approbation and a rejection arrive at the same time, the approval step will be considered rejected due to the established order to evaluate the rules.
Minimum Required approbations and rejections by example
Case of Requested Loan requiring the following
- for loans lower than 5.000€
- the approval step can be considered approved if at least one stakeholders approve
- the approval step can be considered rejected if all stakeholders reject
- for loans in the range of 5.001€ to 20.000€
- the approval step can be considered approved if it receives 34% approbations
- the approval step can be considered rejected if it receives the 84% of rejections
- for loans that are over 20.0001 €
- the approval step can be considered approved if it receives 3 approbations
- the approval step can be considered rejected if 4 stakeholders reject
