Overview

To access the Approval Administration screen open the Project settings > Apps > Herzum approval > Approvals. This configuration allows you to manage your Approvals configurations.

An Approval configuration establishes the users having the authority to Approve or Reject an item.

The Approvals can be used on multiple Approval Mappings in the same team-managed project in order to establish Issue Type or for a Single issue, Status and Workflow transition, the users demanded to express their approval response on the concerned step.

Approval Administration Screen

The Approval Administration screen allows you to Display, Add, Edit, Delete the Approvals configurations.

For each Approval configuration, the screen displays the following information:

• Approval Name: show the approval. It must be unique. It can be renamed

• Can Approve or Reject: shows the properties identifying the users enabled to take the approval decision.

• Excluded: shows the properties identifying the users to exclude from the users, enables to take the approval decision

• Other Settings: shows additional advanced settings, establishing some rules to process the approval and to display it

• Assigned Mappings: reports the number of Mappings using the Approval

• Assigned Issues: reports the number of Issues/Status/Transition on Approbation using the Approval

Actions

Create an Approval

Follow the instructions below in order to create a new Approval configuration.

Click Add Approval on the top of the Approval Administration screen

• Approval Name (Required), the name identifying the Approval;

• Type (Mandatory)

  • choose the option Single Property if your configuration needs a single property

  • choose the option Multiple Property if your configuration needs multiple properties at the same time (Project Roles, Groups, Users, Group Picker Field, User Picker Field, Issue Reporter, Assignee and Project Lead) Fill the fields showing up on the Add Approval Configuration screen:

• Depending by the selected Type, you will the following screen

  • If type is Single Property

• If type is Multiple Property

Approval Configuration screen (Type: Single Property)

The Approval Configuration screen (Type: Single Property) screen allows you to choose one property that enable the users satisfying the property to Approve and Reject

The available properties are:

• Roles: Any user belonging to the selected project roles may approve and reject. The roles of the team-managed project can be identified by Project key at the end of the name of the role.

• Groups: Any user belonging to the selected groups may approve and reject

• Users: Any selected user may approve and reject

• Group Picker Field: Distinct approvals will be requested to every selected group and any user belonging to a group may approve and reject

• User Picker Field All: Distinct approvals will be requested to all users selected via the User Picker custom field (The first 3 users in the custom field will be selected, to avoid loading and application performance problems.)

• User Picker Field Any: Any user selected via the User Picker custom field may approve and reject

• Reporter: Reporter may approve and reject

• Assignee: Assignee may approve and reject

• Project Lead: may approve and reject

Example

Approval Configuration screen (Type: Multiple Property)

The Approval Configuration screen (Type: Multiple Property) allows you to setup multiple properties that the user must satisfy in order to be allowed to Approve and Reject.

The Properties can be set to establish who can approve and users to exclude

Notice that if a property is used to establish who can approve, the property will be no more available for usage into the properties available to set  who cannot approve and vice-versa.

The Properties can be used to allow the approbation from an user that satisfies All Properties or to allow the approbation from an user that satisfies  at least One Property.

Approval Advanced Settings

You are able to setup additional settings that establish some rules to process the approval and to display it

Enable Conditional Approval

This setting allows you to enable the approval when the selected Conditional Rule, evaluated for an issue, return true.

If you do not select a Conditional rule, the Approval will be enabled

On updating this setting, the existing issue requesting this approval are not made consistent automatically. Only newly-created approvals will be consistent.

Displaying Options

The setting allows you to choose the information to display in the Approval Column of the Approval History

By default, the Approval Column display the Approval Name and Approval Detail

Example

Approval Name and detail

Approval Name

Approval Detail

Sequential Approval

This setting allows you to disable the sequential approval for the specific Approval (Sequential Approval is OFF).

Edit an Approval

You are able to update an existing Approval, including its Name and the applied configurations.

All the filled data can be updated, exception made for the Type.

In other terms, an Approval type Single Property cannot be turned into an approval type Multiple Property and also the contrary is not permitted.

Delete an Approval

On deleting an Approval configuration, the applied changes are immediately made consistent on the Approval Mappings and Single Issue Approval configuration that required the Approval. This change is irreversible.