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The General Settings section on the Global Configuration screen allows you to enable or disable some automated tasks performed by the app (Approval Condition Settings), enable some valuable features (Automatic Workflow Transition based on Minimum Required Approbations and RejectionsApproval Delegation) .

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Approval Condition Settings

The Approval Conditions are Herzum Approval Cloud built-in Conditions allowing to avoid that an issue transitions in a specific destination workflow status until the expected approbations or rejections are meet.

This option allows you to disable/enable the functionality.

This setting expects the values ON or OFF.

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By default this option is ON. It causes that the app automatically add and delete the Approval Conditions on any transition of each Workflow (Published and Draft) associated to the Projects,  Issue Types having an Approval Mapping configuration, when the following events occur:

  • uploading the app

  • uninstalling or installing the app

  • adding an Approval Mapping

Notice that in order to allow the app to work properly, you have to add the Approval conditions manually on the concerned Workflow transitions  on approbation and on rejection.

Require Authentication

This settings allows to require authentication when an user performs on approval action on the issue.

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When enabling this option, a select list allows to choose if approver must authenticate inserting only password or both username and password:

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On enabling this option and leaving the default setting 'password',  you can expect that an user clicking any action buttons will display a screen requiring to insert his password.

Image RemovedOn enabling this option and selecting to require authentication via  'username/password',  you can expect that an user clicking any action buttons will display screens requiring to insert username and password.
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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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Overview

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In this section

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Approval Delegation
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approvalDelegation

Approval Delegation is a feature that allows users with Approval rights to delegate their Approval authority to another user. This option allows you to enable/disable the functionality.

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When the Approval Delegation option is enabled, you can expect the following:

  • user display the Approval Delegation section where they can delegate their approval authority to other users and display approval delegated to them

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  • Jira System Administrator can manage delegations

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User picker auto-population

This option allows you to configure auto-population in the Approvals user-picker type. Please note that if this option is not enabled, the userpicker field for the issue will not be populated, even if the auto-population rules are configured.

*This setting may increase the loading time of the issue panel.

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Enable Delegate Approval Alerts

This feature enables the application to notify delegated users about pending approvals. Notifications are triggered whenever a request notification is dispatched to an assigned approver. By default, this feature is turned off, ensuring that only assigned approvers receive notifications.

*This setting may increase the loading time of the issue panel.

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Custom field to trigger email reminder with Jira Automation

This custom field will be validated as the trigger for email reminders using Jira automation. The Herzum approval reminders are automated notifications for pending approvals, triggered at configured intervals. For more information on the Herzum approval reminders, please review this link.

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Additional JQL for the email reminder

Here you can specify an additional JQL condition to filter the issues to be notified via the email reminder. The Herzum approval reminders are automated notifications for pending approvals, triggered at configured intervals. For more information on the Herzum approval reminders, please review this link.

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