Herzum Approval Documentation 4.X
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Customer Requirement

In order to approve some code being released into production, there is an approvers Group of 5 people who can approve.

Reporter must be excluded and, furthermore, I need to exclude certain users selected in an user picker custom field

Any user can approve on behalf of all users.

I.e. If the Approvers Group includes “Tom, Bob, Jim, Sam, Frank”, Reporter is Frank and the excluded users is filled with “Sam, Bob” then I’d like enable to approve Tom, Jim.

How to implement the customer scenario

Step 1 - Create the User picker custom field (multiple users) that will be filled with the final list users allowed to approve.

If you want to use an existing custom field, go to the next step.

 Create the User Picker Custom Fields

You can review instruction to create a custom field on the related Atlassian documentation.

You do not need to add this custom field to any Screen and you do not need to specify any Context.

Step 2 - Create the Approval configuration to identify approvers

You can update an existing Approval Single Property or create a new one.

 Create the Approval Configuration
  1. Navigate Add-ons → HERZUM APPROVAL →Approvals.
  2. Click the Add Approval button.
  3. Fill the Add Approval Configuration form

  4. Fill the User Picker Field Any by selecting the Approving Users with Exclusion User Picker custom field

  5. Click
  6. Specify the expression to populate the custom field
  7. You are able test the expression on an issue in order to check its correctness as per following examples

    1. Reporter belongs to the selected Group and 'Approving Excluded Users' field is empty

      Screenshots

    2. Reporter belongs to the selected Group and 'Approving Excluded Users' field is filled with users that belong to the Group

      Screenshots

    3. Reporter doesn't belong to the Group and 'Approving Excluded Users' field is empty

      Screenshots

  8. Save the Expression
  9. Save the Approval configuration
 Update the Approval Configuration

You can update an existing Approval Single Property by specifying the expression to populate the user picker custom field.

  1. Click
  2. Specify the expression to populate the custom field
  3. Save the Expression
  4. Save the Approval configuration

(warning) You can expect that this updated setting is active on any issue that have not already moved in the status requiring this approval.

Case of issue that are already waiting this approval, the updated setting becomes active on loading the issue or running an Approval Re-indexing.

Step 3 - Create the Approval Mapping configuration 

You can update an existing Approval Mapping or create a new one.

Screenshot of the Approval Mapping

How it works

Assuming the following Group members:

When the issue moves in the Status configured to request the Approvals, the user picker custom field is filled with a list of Users that meets the expression specified on the Auto populate user picker field based on expression as per following examples

  1. Reporter is member of the atlassian-staff Group and 'Approving Excluded Users' field is empty

  2. Reporter is member of the atlassian-staff Group and 'Approving Excluded Users' field is filled with users that belong to the Group
  3. Reporter is not member of the atlassian-staff Group and  'Approving Excluded Users' field is empty


In this section

Related Documentation

Here you can find some links to our customer documentation relating to the configuration screens  addressed in this page:

Other examples for Auto populate user picker field based on expression configurations

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