Overview of Herzum Approval Administration Screens
- Antonella Capalbo
This page illustrates Herzum Approval main administration screens and briefly introduces their purpose.
Navigate to the Add-Ons Panel within your Jira installation in order to access the Herzum Approval Administration Screens.
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL
Furthermore, Project lead, Jira System administrators and users in project role administrators can setup a specific approval workflow for a single issue.
Navigate the issue where you have one of the permissions mentioned above in order to manage this setting.
Issue View screen → Issue Approval
Herzum Approval main administration screens :
Global Configuration
Navigate the Global Configuration screen to setup options allowing to customize the app behavior and appearance.
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Approval Global Configuration
E-Mail Templates Administration
Navigate the E-Mail Templates Administration screen to configure custom e-mail template for the Approval notifications via e-mail.
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → E-Mail Templates Administration
Recipients
Navigate the Recipients screen to setup the recipients of the approval email notifications.
IRA ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Recipients
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Permissions→ Approval Reply Tab
Configure Approval for Single Issue
Navigate the Configure Approval for Single Issue screen to setup approval steps for the specific issue.
Before you can setup approval steps, you must set up users who are involved in your approval processes via the Approval Administration screen .
Issue View screen → Issue Approval
Approval Administration
Navigate the Approval Administration screen to set up users who are involved in your approval processes.
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Approvals
Conditional Rule Administration
Navigate the Conditional Rule Administration screen to setup an expression allowing to enable/disable applied configurations based on the value (true/false) returned by a JQL function evaluated for the specific issue. The Conditional rules are re-usable across different Approval Mapping configurations and E-Mail template configurations.
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Conditional Rules
Approval Mapping Administration
Navigate the Approval Mapping Administration screen to setup approval steps by project and issue type.
Before you can setup approval steps, you must set up users who are involved in your approval processes via the Approval Administration screen .
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Approval Mappings
Permissions
Navigate the Permissions screen to apply restrictions on the capability to notify an Approval Request via e-mail or the restrictions on the capability to set up the approval flow for a single issue or restrictions on the capability to display the Approval drop-down menu.
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Permissions
Troubleshooting and Support
The Troubleshooting and Support screen provides additional functionalities to solve common problems with the app and ask support.
Jira ADMINISTRATION → Add-Ons → HERZUM APPROVAL → Troubleshooting and Support