Getting started
Antonella Capalbo
Vittoria Oliva
This documentation is for the downloadable version of Herzum Approval 4.X
Not using this? See the documentation for other versions.
The Herzum Approval app is a powerful Jira app that provides a simple and flexible way to setup your approval processes in Jira.
Using the user-friendly administration screens, the administrator can easily setup complex approval definitions, associate the approval to a specific project, issue type and workflow transition, have access to a rich set of customization and advanced settings including automation of workflow transitioning and email notification.
App main features include:
- Powerful and user-friendly administration screens
- Intuitive way to see and manage the approval status of an issue
- A rich set of JQL functions
- Easily configure email-based approvals
- Bulk copy, move, delete, your approval configurations
- Bulk approve your pending approval
- Approval History Reporting
- A rich set of customization including Enable Abstain, Customize Labels, Lock reversing approval action and many other
- A rich set of advanced settings including automation of workflow transitioning and email notification.
To get started, have a look to some common customer scenarios and how the app has supported the implementation.
- Approval Filters and Dashboard
- Automate issue transitioning based on Approval reply
- Auto submit approval request via email
- Configuring an approval as combination of group and project role
- Multiple approval requests within an issue based on variable input
- Needing the Approval Process to flow through the customer portal
- Approval Dashboard
- Option for the user to abstain
- Require different number of approvals based on conditions
- Customized email templates used to notify an approval request.
- Automatically transition issues depending by the number of approbations and rejections
- Conditional Approvals
- Sequential approval
- Sequential & Non-Sequential Approval
- "Approve", "Reject", "Abstain" and "Reset" buttons let users respond to approval request directly from the email
- Automate approval after an elapsed time
- Automate resending the Approval Request email notification after an elapsed time
- Sequential approval for the selected persons in an user picker custom field
- Agile Boards display icons detailing the percentage of approbations rejections abstentions and pending approvals
- Display what tasks are hanging on the agreement for more than 4 days
- Group of users approval where anyone from the group can approve
- Capability to run search on the Herzum Approvals Status
- How to block a workflow transition on linked issues depending by parent issue Approval status
- How to block a workflow transition on issues in epic depending by parent issue Approval status
- Distinct Approvals to users in a group
- Approval by component lead
- Combine user picker field and groups to come up with a single list of valid approvers
- Approvals for non-Jira users
- Approved Condition base on users/groups
- When the approver replies and approves the ticket, it will "cc" some emails
- Dashboard showing issues pending approval and Approvals Details
- All approvers have to have a chance to vote before transition to other status happens
- Approval Emails Automation
- Capability to define a mixture of mandatory and optional approvers
- Capability to Respond to an Approval Request on the command-bar of the issue view
- FDA Part 11 compliance - Support for electronic signatures
- Capability to Customize the Buttons labels on the issue
- Sub-task Details In Approval Template
- Support for ScriptRunner script
- Groups and Single user Approvals
- Customer Scenario
- Customer Scenario: how to re-request approval from those approvers who rejected the application?
See also How to implement some common approval processes and our Video Tutorials in order to learn faster how the app works.