Content Comparison

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The Global Configurations screen allows you to manage the following settings:

• Approval General Settings

  • Approval Delegation → enable/disable the Approval delegation functionalities.

  • User picker auto-population → enable/disable the auto-population of approvals with the userpicker property.

  • Enable Delegate Approval Alerts → enable/disable the email notifications of pending approvals for delegated users.

  • Custom field to trigger email reminder with Jira Automation → Set the custom field to trigger the email reminders with Jira automation.

  • Additional JQL for the email reminder → Specify a JQL condition to filter the issues to be notified via the email reminder.

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• Approval Superusers

  • Super Approver → provides selected users with special privileges to approve or reject any approval

  • Approval Expression Superuser → User used by the app to populate the user picker custom fields case of Approval configurations based on expressions

  • Conditional Rule Superuser → User used by the app to evaluate the Conditional Rules (Not set by default). It’s mandatory to select an user in order to create a Conditional Rule.

  • Bypass Approvals Superuser → The selected users have the ability to transition an issue to the next status, bypassing any configured approval mappings (No approvals needed).

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• Approval Actions

  • Reject Approval Action → This option allows to disable/enable the capability to reject (Enable by default)

  • Abstain Approval Action → This option allows to enable/disable the capability to abstain (Disable by default)

  • Lock Reversing Approval Actions → This option allows to lock approval actions (Disable by default)

  • Enable Actions on Approval Panel → This option allows to enable the rest of action when one of them has already executed.

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• Approval Display Options

  • Actions on Command-bar → This option allows you to enable Approval Actions (approve, reject. abstain) under the awaiting your approval button on the Issue.

  • View Approval Flow → This option allows you to view the approval flow.

  • Web Panel Expanded  → When enabled, this option automatically expands the approval panel in the issue (Collapsed by default).

  • View Percentage Number → This option enables you to view the percentages of pending approvals, approvals, rejections, or abstentions. (Disable by default)

  • Display Approvals → Select whether the approval panel displays only the logged user's approvals or all approvals (All approvals by default).

  • Display Large Action Buttons → Select which users can view the large action buttons on the approval panel. By default, no users have large buttons displayed.

  • Request Button Label → Customize the Request Approvals button’s label (No label by default). If no custom label is set, the default label is 'Request Approvals'.

  • Customize Field Labels → Modify the field labels in the Approval Panel on the issue view. If no custom label is provided, the default field labels will appear.

  • Customize Action Button Labels → Customize the action button labels in the Approval Panel on the issue view. If no custom label is provided, the default button label will appear.

  • Lock Approved/Rejected/Abstained Approvals → Lock the actions taken in approvals after a specific time (set in days and hours).

  • Populate the Herzum Approvals status field → This option allows you to identify the custom field to populate the Herzum approval status data

  • Issue Approval Button Visibility → Configure the visibility of the 'Issue Approval' button for specific projects.

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• Approval Logs via Comments

  • Logging Approval Events → Enable logging approval events as Jira Comments

  • Approval Log Text → Customize the text of the approval log.

  • Approval Requests and Replies by Comment → Enable notifying the approval request via a Jira comment and processing the approver response from a Jira comment.

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• Approval History

  • Enable Approval History → Enable recording the events regarding the approval flow.

  • Show Event Grouped by →  Choose a field that will be used to group the events displayed on the Approval History tab.

  • Hide Events → Filter the Events that you want to display on the Approval History tab

  • Expand or Collapse Rows → Choose to collapse or expand, on the Approval History tab, detailed information on each event.

  • Apply Filter → This option allows to filter the displayed rows (None by default).

  • Fields Name → This option allows to choose where fields name display

  • Customize History Fields → This option allows to customize any field label and choose to show or hide them.

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• Approval Email

  • Email Approval Delimiter → Customize the delimiter of the approval reply @ ('@' by default)

  • Customize E-mail buttons → You can customize the label displayed on each button of the Approval Request Email. If a label is not set, the default label is used.

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• Summary

  • Present a table that summarizes the quantity of objects generated within the application.

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• Slack

  • Facilitates the connection of the application to a Slack channel, enabling the reception of approval notifications.

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The approvals identify who can approve or reject. You must first setup Approvals on the Approvals screen in order to setup the on Approvals Mappings

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The Conditional Rules Configuration Screen allows you to manage Conditional Rules that can apply to enable/disable Approvals, Minimum required Approbations/Rejections to transition an issue, and enable/disable an Email Template.

The action will execute when the condition returns true.

A Conditional Rule is a JQL expression that can be used to meet complex requirements.

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The Approval Mapping screen allows you to set up your Approval Flows by Project and Issue Type and for each transition of the configured workflow.

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The E-Mail Templates screen allows you to create custom email templates for Approval Request and Approval Reply emails

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The Permissions screen allows you to grant to deny the permissions to Notify the Approval Requests and configure users to modify approvals for single issues and approval menu visualization

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The Recipient screen allows you to disable the recipients of the emails notifying an approval Request and customize the Approval Reply notification schemes

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The Audit Log administration screen allows you to monitor the administrative activities performed by any Jira Administrator on the Herzum Approval for Cloud administration screens

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As a Jira Administrator, you are able to delegate the approval authority of any user to another one.

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As a Jira administrator, displays the list of language packs aligned with the languages accessible within the instance

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As a Jira Administrator, you are able to migrate your Herzum Approval On-premises configurations to Herzum Approval For Cloud and Herzum Approval for Cloud to Herzum Approval For Cloud.

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The Troubleshooting and Support screen allows you to perform 

• to Check for inconsistencies of Approval Data with respect to the Jira referenced data (e.g Project, Issue Type, Users) when the Jira data changes cannot be handled by capturing a Jira event

• the Recovery of inconsistencies relating to missing referenced data in Jira and in case of some unexpected errors. 

• Performs general tool refactoring

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