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

Overview

The Approval General Settings section of the Global Configuration screen allows you to enable some features and enable some automated tasks performed by the app.

Approval Condition Settings

The Approval Conditions are Herzum Approval built-in Conditions allowing to avoid that an Issue transitions in a specific destination Workflow status until the expected Approbations or Rejections are meet.

This option allows you to disable/enable the functionality.

This setting expects the values ON or OFF.

By default this option is ON. It causes that the app automatically adds and deletes the Approval Conditions on any transition of each Workflow (Published and Draft) associated to the Projects, Issue Types having an Approval Mapping configuration, or a Single Approval configuration, when the following events occur:

  • uploading the app
  • uninstalling or installing the app
  • adding an Approval Mapping or a Single issue Approval Configuration
  • running the Approval Re-indexing
  • performing an approval Bulk-Operation

On turning OFF this option, you can expect the following:

  • disable the automatic addition and deletion of the Approval Conditions when you perform any of the following actions:
    • upload, uninstall, install the app
    • add an Approval Mapping or a Single issue Approval Configuration
    • perform an approval bulk configuration (Bulk-Operation managed on the Approval Mapping administration screen)
  • the Workflow Cleaning will continue to work as per default so to allow the Complete Cleaning of all Approval Conditions,
  • the Approval Re-indexing will not delete or add the Approval Conditions.

Notice that in order to allow the app to work properly, you have to add the Approval conditions manually on the concerned Workflow transitions  on Approbation and on Rejection. Keep in mind that you must take care to add and delete the Approval Conditions on the Published Workflows and Draft Workflows to avoid inconsistency and undesirable effects.

How it works: Approval Condition Settings.mp4

Approval Delegation

Approval Delegation is a feature that allows users with Approval rights to delegate their Approval authority to another user.

By default the functionality is disabled. This option allows you to enable the functionality.

When the Approval Delegation option is enabled, you can expect the following:

  • users display the Approval Delegation section where they can delegate their approval authority to other users and display approvals delegated to them

  • Jira System Administrators can manage delegations

Require Authentication

This settings allows to require authentication when an user performs on approval action on the issue.

When enabling this option, a select list allows to choose if approver must authenticate inserting only password or both username and password:


On enabling this option and leaving the default setting 'password', you can expect that a user clicking any action button will be required to insert his password.


Furthermore, when a user performs a Bulk Approval, on confirming, a screen requiring to authenticate appears

On enabling this option and selecting to require authentication via 'username and password', you can expect that a user clicking any action button or performing a Bulk Approval will be required to insert username and password.

(warning) Notice that this global setting is overwritted by a specific setting per Approval

In this section

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