- Created by Cristina Balcázar, last modified on Apr 10, 2024
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The Herzum Approval for Cloud app is a powerful Jira Cloud app that provides a simple and flexible way to setup your approval processes in Jira Cloud.
Using the user-friendly administration screens, the administrator can easily setup complex approval definitions, associate the approval to a specific project, issue type and workflow transition, have access to a rich set of customization and advanced settings including automation of workflow transitioning and email notification.
App main features include:
Powerful and user-friendly administration screens
Intuitive way to see and manage the approval status of an issue
A rich set of customization including Enable Abstain, Customize Labels, Lock reversing approval action and many others
Power advanced settings, including automation of workflow transitioning and email notification.
As a Jira User, you can...
1. Review Approval Status and Take the Decision, all in one panel
The Approvals Panel in the Issue View allows users to review, at a high level, the percentage of Approbations, Rejection, and Pending Requests; at a lower level, detailed information on the approvals including status, users, notification date, and response date.
In addition, the Administrator can customize the panel by adding or removing actions, hiding or showing items, and enable translations based on user Jira instance language preference.
Furthermore, the Approver can provide the approval response with just one click on the buttons displayed in the same panel.
2. Review Approval History
The Approvals History tab in the Issue View allows users to review all relevant approval process information relating to the specific issue, including approval replies, notifications, and automatic issue transition on Approbation and Rejection.
In addition, the Administrator can customize the Approvals History tab by hiding or showing items and enabling translations based on user Jira instance language preference.
3. Delegate Approvals
The Approval Delegation screen allows delegating user Approval authority to other qualified operators on a Project, Issue Type, and Time range basis.
Any approver can delegate only its own Approval authority and, in addition, the Administrator can delegate the approval authority of any approver to another operator.
4. Perform Approval by email
You may approve or reject an Approval Request by email. Furthermore, you can be notified for every Approval response, exclusively for a Rejection or Approbation, or following the final decision.
5. Perform Bulk Approvals
You can take action on multiple requests at one time. The available actions include Approbation, Rejection or Abstaining the previous decision. You can take the action not only as the Approval owner but also as a Delegated or Super Approver. You can add an Approval comment as well.
6. Perform Approvals JQLs
Users can enjoy more than twenty built-in JQL functions that allow performing different types of searches.
7. Review Approval Status into Custom Fields that can be viewed in Agile boards, Emails
The Herzum Approval Status and Herzum Approval Percentage custom fields allow to review the percentage of Approbations and Rejection, the Requests awaiting a response, and the received responses.
8. Review the Approval Status of an Issue, view the list of requests awaiting approval, Approve or Reject in the JSM Customer Portal
As a User, you are able to review the Approval Status in the JSM Customer Portal.
As an Approver, you can
Approve or Reject on JSM Customer Portal
Review the list of Issues awaiting your approval in the JSM Customer Portal
As a Jira Administrator, you can...
1. Enjoy powerful Approvals Configurations options able to meet Static or Dynamic Approvals, Sequential approvals, Conditioned Approvals and minimum required Approbations and Rejections
You are also able to meet complex requirements requested by your Approval process via the rich set of options provided by the Approvals configuration screens
2. Enjoy powerful mechanisms for automation (automatic transition, notification and reminding, automatic approbation or rejection)
You have the capability to:
enable issue's automatic transition to the approved or reject destination status based on the count of the approval replies and/or the conditional rules evaluation
3. Review Audit logs of Administration activities
The Auditing feature tracks key activities while administering Herzum Approval in order to:
solve the problem of the lack of information about past actions performed by multiple Jira Administrators.
help to diagnose problems with Herzum Approval
ensure security and monitoring capability.
4. Migrate Herzum Approval data from on premise to cloud and Cloud to Cloud
You are able to migrate Herzum Approval configurations from a Jira on-Premises instance to Jira Cloud.
Also, you are able to migrate Herzum Approval for Cloud instance to another one.
5. Manage bulk Approvals configurations
You are able to run bulk Approval configurations by copying, moving, editing or deleting multiple Approval Mappings all at once.
6. Customize Approval Emails
You can create custom Email Templates to use per Project, Approval Mapping, specific steps of an Approval flow for a Single Issue, and basing on Conditional Rules.
7. Enjoy a rich set of options allowing to customize the Approval items displayed on the issue
You have the capability to customize, show and hide almost every item related to the Approvals:
Approval panel
Approval History tab
Buttons
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