Overview

The Manage Delegations screen let you able to setup Approval delegation.

An Approval delegation establishes the users having the authority to Approve or Reject on behalf of another user for a specified time range, project and issue type.

Notice that both the approver and the delegated approver will be able to take the approval decision (Approve, Reject, Abstain).

The delegated approver is recorded as the executor of the approval action.

Delegated approver limitations include the following:

• The approval authority cannot be further re-delegated.

• The delegated approver cannot reverse a decision taken by the delegator. A delegated can only reverse his own actions.

In this section

Preliminary Setting

In order to enable the feature, navigate the Approval General Settings section on the Global Configuration administration screen

Open

Turn On the Approval Delegation option:

Open

Manage delegated approvers

The Manage Delegations screen allows you to perform the following actions:

• Add delegation

• Update the delegations

• Delete the delegation

• Notify Pending Approvals to the delegated user

Add delegated approval

Navigate to the Manage Delegation screen and click Add delegation.

If you specify a project and an issue type, the choice fields for a compliant set of issues and/or source status are displayed.

Fill the fields displayed in the form, Check the Notify Delegation box to notify delegated user and save.

Search issues

The "Search issues" functionality allows you to select a set of issues from the same project and issue type specified in the delegation configuration. It is also possible to extend the jql by customizing it with further conditions.

By pressing the "Find Issues" button you obtain the resulting list of selectable issues.

It is also possible to extend the JQL by customizing it with further conditions.

The list of issues returned by the JQL is paginated and only the first 50 results will be displayed.

The user can search the JQL result domain via a keyword using the "Search in Table" field.

After selecting the issues interested in delegation, press the Save button.

The keys and summaries of the selected issues are shown in the Issues field of the form.

Update delegated approval

Navigate to the Manage Delegation screen and click the pencil icon to update a delegated approval.

You are able to update any previously set value.

Delegated Approval fields

Find below the description of the fields displayed in the Add and Update Delegated Approval forms:

• Delegator User (Required) is the username of the effective approver

• Delegated User (Required) is the username of the person having privileges to approve or reject approval requests on behalf of the original approver. 
  The delegated approver can't delegate the delegated approvals rights.

• Project (Optional), select a project if you want to delegate only the project's approvals

• Issue Type (Optional), select an issue type if you want to delegate only the approvals belonging to selected issue type.

• Issues (Optional), select a issue type if you want to delegate only the approvals belonging to selected issues.

• Source Status (Optional),  select a source status if you want to delegate only the approvals belonging to selected source status.

• Transition (Optional), select a workflow transition on approbation set to request the approval

• Approval Name (Optional), select a approval name if you want to delegate only the approvals belonging to selected approval name.

• Start date (Optional) and End date (Optional), the delegated user has privileges to approve or reject approval requests submitted in the specified time range. The Start and End delegation dates are considered with respect to the 'Approval Submission date' and not in respect to the 'Current date'.

• Notify Pending Approvals, check the box if you want that the delegator is notified by email for any approval request

Delete delegation

Navigate to the Manage Delegation screen and click the Trash icon.

A popup asks to confirm.

This action revokes the approval authority immediately.

Notify delegation

Navigate to the Manage Delegation screen and click the Mail icon.

You are able to send massively the Approval Request emails for each pending approval