Conditional Rules Administration

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

 

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Overview

This configuration is for company-managed projects.

If you want to configure conditional rules for team-managed projects, check out this documentation instead.

 

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

  • Approval Mappings and Single Issue Approval configurations, 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, Single Issue Approval, 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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With the search box located in the top left corner, you can easily search for any conditional rule by its name.

 

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. 

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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