Team-managed projects - Conditional Rules Administration

All administrative functions of Herzum Approval for team-managed projects require you to be a user with the Administrator permissions or Jira Cloud System Administrators global permission.

 

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Overview

To access the Conditional rules Administration screen open the Project settings > Apps > Herzum approval > Conditional rules.

The Conditional Rules Administration screen let you create Conditions that you can apply on: 

  • Approval Mappings and Single Issue Approval configurations within the same team-managed project, in order to

    • Require the approvals, only if the condition returns true.

    • Let transition the issue if the condition returns true, depending on the number of approbations or rejections.

  • Approval E-mail Templates

    • Send emails having high priority when the condition returns true.

    • Enable the usage of a given template for the Approval request or Reply Emails when the conditions return true.

  • Approvals

    • Enable the Approval when the conditional expression, evaluated for an issue, return true.

 

Notice that you can reuse a Conditional Rule across different Approval Mappings and Single Issue Approval within the same team-managed project, Approval E-mail templates and Approvals

In this section

Preliminary Settings

A conditional rule needs that you setup the user that the app uses to evaluate if the configured JQL returns true or false.

In order to evaluate a JQL properly, the used user must have Browsing permission on the concerned project.

You are able to setup a Superuser to use on any Conditional rule configuration by navigating on  Manage apps → Herzum Approval → Global Configuration → Approval Superusers → Conditional Rule Superuser:

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Conditional Rules Administration screen

The Conditional Rules Administration screen allows you to add, edit, delete and review your Conditional Rule configurations.

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Furthermore, when moving the mouse upon the data under the Assigned Mapping columns , a window, detailing when the Conditional Rule is applied, shows up.

How to create a Conditional Rule

You are able to create a conditional rule by following the steps below:

  1. Navigate on the Conditional Rules Administration screen and click Add Conditional Rule

  2. Fill the fields  showing up on the Conditional Rule Configuration screen

    • Rule Name (Required)

    • Conditional Rule (Required), the field expects a valid query using the Jira Query Language (JQL) 

    • User used to evaluate the conditional rule, you have to choose the user that the app will use to evaluate the jql; available options are

      • Super User, the Conditional Rule is evaluated via the credential of the user selected on the Global Configuration → Approval Superusers → Conditional Rule Superuser

      • Current User, the Conditional Rule is evaluated via the logged user

      • Reporter, the Conditional Rule is evaluated via the issue's reporter

      • Assignee, the Conditional Rule is evaluated via the issue's assignee

      • Project Lead, the Conditional Rule is evaluated via the project lead

      • Select user, the Conditional Rule is evaluated via the selected user

  3. Click Save. 

If the User used to evaluate the conditional rule is null (e.g. reporter= Anonymous, assignee=Unassigned, current user =null) the condition will return false.

Editing a Conditional Rule

You are able to update an existing Conditional Rule.

Deleting a Conditional Rule

When deleting a Conditional Rule, the application asks to confirm:

Invalid Conditional Rule

Conditional Rule validity  is based on the following variables:

  • Validity of the User used to evaluate the conditional rule

  • Validity of the Conditional Rule JQL.

When a conditional rule is invalid the Approvals panel on the issue shows the following message:

You don't have any approval mapping to this issue type in this status

In order to understand the reason why a conditional rule is invalid or for provisioning its result for a specific issue, you are able to Run test.

Examples

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