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All administrative functions of Herzum Approval require you to be a user with the Jira Cloud System Administrators global permission.

Overview

The Bulk Operation utility allows you to copy, move or delete the existing Approval Mappings massively.

  • Click Bulk Operations to navigate the Bulk operations screen

  • Choose the operation you wish to perform and the type of input for the selected Operation

    • The option Copy let you able to create new mappings for the selected Destination Projects or  Projects/Issue Types or Projects, IssueTypes, Source Statuses and Transitions destinations basing on the  selected Source Project or a Project/Issue Type or a Project, IssueType, Source Status and Transition. 

    • The option Move let you able to create new mappings for the selected Destination Projects or  Projects/Issue Types or Projects, IssueTypes, Source Statuses and Transitions destinations basing on the  selected Source Project or a Project/Issue Type or a Project, IssueType, Source Status and Transition  and associate them to the selected and, same time delete the Source mappings..

    • The option Delete let you able to delete any mappings associated to the selected Projects or Projects/Issue Types or Projects, IssueTypes, Source Statuses and Transitions.

    • The option Edit let you able to update already existing mappings for the selected Destination Projects or  Projects/Issue Types or Projects, IssueTypes, Source Statuses and Transitions destinations basing on the  selected Source Project or a Project/Issue Type or a Project, IssueType, Source Status and Transition.

Constraints and expected behavior 

Basing on the type of input that you have selected, there are some constraints with regard to the Destination Mappings targets.

Bulk Edit 

The Bulk  'Edit'option allows you to update existing approval mapping configurations basing on the setting applied on an existing mapping.

Bulk Edit by Project 

Constraint 1: the source and the destination Projects have the same Workflow Scheme.

Constraint 2: the destination projects include only the Projects for whom at least 1 approval mapping exists

Expected Behavior: For each Mapping that belongs to the destination projects and for each Mapping that belongs to the source project, the app checks If Source Mapping.Issue Type=Destination Mapping.Issue Type and Source Mapping.Source Status=Destination Mapping.Source Status and Source Mapping.Transition=Destination Mapping.Transition; if the checks returns true, the destination Mapping is updated basing on the settings applied on the source mapping.

Bulk Edit by Project and Issue Type

Constraint 1: the source and the destination Projects/Issue Types have the same Workflow.

Constraint 2: the destination projects/issue Types include only the Projects/Issue Type for whom at least 1 approval mapping exists

Expected Behavior: For each Mapping that belongs to the destination projects/Issue Types and for each Mapping that belongs to the selected source project/Issue Type, the app checks If Source Mapping.Issue Type=Destination Mapping.Issue Type and Source Mapping.Source Status=Destination Mapping.Source Status and Source Mapping.Transition=Destination Mapping.Transition; if the checks returns true, the destination Mapping is updated basing on the settings applied on the source mapping.

Bulk Edit by Project, Issue Type, Source Status and Transition

Constraint 1: the source and the destination Projects/Issue Types have the same Workflow.

Constraint 2: the destination Projects, Issue Types, Source Statuses and Transitions have an Approval Mapping

Expected Behavior: The destination Mappings are updated basing on the settings applied on the source mapping.

⚠ The Bulk Edit operations allows to select a destination only for targets already set with an Approval Mapping.

Bulk Copy and Move

The Bulk  Copy and Move options allows you to create new Approval Mapping configurations basing on the setting applied on an existing mapping.

Constraint for any bulk Copy and Move operation: the chosen destinations must not have an already configured Approval Mapping.

Constraint for the bulk Copy and Move operations per Project:  the Source Project and the Destination Projects share the same Workflow scheme.

Constraint for the bulk Copy and Move operations per Project and Issue Type: the Source Project and Issue Type and the Destination Projects/Issue Types share the same Workflow.

Differently, the bulk Copy and Move operations per Project, IssueType, Source Status and Transition has no constraint (except the general one above).

⚠ The Bulk Copy and Move operations allow to select a destination only for targets not already set with an Approval Mapping.

Bulk operations by example

The following example illustrates all steps to follow in order to perform the bulk copy of the existing mappings on a source project on three target projects:

  • Check the options Copy and Project and click Next

  • Select the source project and the target projects in order to create the same Approval Mappings configured toward the source project for the target projects

You are able to perform this operation on target projects having the same Workflow schema.

  • Click Confirm to perform the action

  • On completing the operation, a dialog reports the number of Mappings that have been updated. Click Ok to exit.

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