Get Started as an Administrator

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

• Approval General Settings

  • Approval Conditions Settings → enable/disable the automatic addition and deletion of the Approval Conditions on the workflows (Enable by default)

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

    

• 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.

• Approval Actions

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

  • Abstain Approval Action → This option allows to enable 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.

• 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

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

  • 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.

• 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.

  • 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.

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

The Conditional Rules Configuration Screen allows you to manage Conditional Rules.

The Conditional Rules are JQL expressions that can be used to meet complex requirements (e.g. enable/disable Approvals, Minimum, required Rejections, etc.).

In addition, the conditional Rules can be uses to enable/disable an Email Template or to prioritize the emails.

The Approval Mapping screen allows you to setup your Approval Flows by Project and Issue Type.

The Approval Mapping screen allows you to setup your Approval Flows By Project and Issue Type.

The Permissions screen allows you to grant to deny the permissions to Notify the Approval Requests and Configure Approval Flow for single issues

The Recipient screen allows you to customize the recipients of the emails notifying an approval Request and Approval Responses.

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

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