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You must have the Jira System Administrators global permission before you can carry out the instructions on this page.

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The following pages provide information on the Herzum Approval Administration screens allowing you to setup your approval processes in Jira Cloud.

  • Overview of Herzum Approval Administration Screens

  • Global Configuration

  • Conditional Rules Administration

  • Approvals Administration

  • Approval Mappings Administration

  • E-Mail Templates Administration

  • Permissions Administration

  • Recipients Administration

  • Configure Approvals for Single Issue

  • Troubleshooting and Support

  • Services

  • Validators

  • Post Functions

  • REST API Documentation
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    This page provides a quick overview of Herzum Approval administration screens and briefly introduces their purpose.

    Info

    Any question or suggestion?

    We would love to hear from you.

    📞 Submit a support request

    Navigate to the Manage apps Panel within your Jira instance to access the Herzum Approval Administration Screens.

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    titleGlobal Configuration
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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.

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

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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 to enable Approval Action on the Issue

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

      • Web Panel Expanded  → This option allows to maintain Approvals expanded or collapsed (Disabled by default).Enabled

      • View Percentage Number → This option allows to view percentage number of kept approbations (Enable by default)

      • Display Approvals → This option allows to default displaying only own approvals for logged user  (The logged user displays all approvals by default).

      • Display Large Action Buttons → This option allows to display large or small buttons for selected users (No user displays large buttons by default).

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

      • Customize Field Labels → Customize field labels in Approval Web Panel help (No label by default). If no custom label is inserted, the default field labels display.

      • Customize Action Button Labels → Customize the action button labels on issue (No label by default). If no custom label is inserted, the default button labels display.

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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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    titleApprovals

    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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    titleConditional Rules

    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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    titleApproval Mappings

    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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    titleE-Mail Templates

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

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    titlePermissions

    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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    titleRecipients

    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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    titleAudit Logs

    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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    titleManage Delegations

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

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    titleLanguage Packs Administration

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

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    titleMigration Tool

    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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    titleTroubleshooting and Support

    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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