- Created by Antonella Capalbo on Jan 10, 2022
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.
- Customer Scenario: how to re-request approval from those approvers who rejected the application?
- Customer Scenario
- Groups and Single user Approvals
- Support for ScriptRunner script
- Sub-task Details In Approval Template
- Capability to Customize the Buttons labels on the issue
- FDA Part 11 compliance - Support for electronic signatures
- Capability to Respond to an Approval Request on the command-bar of the issue view
- Capability to define a mixture of mandatory and optional approvers
- Approval Emails Automation
- All approvers have to have a chance to vote before transition to other status happens
- Dashboard showing issues pending approval and Approvals Details
- When the approver replies and approves the ticket, it will "cc" some emails
- Approved Condition base on users/groups
- Approvals for non-Jira users
- Combine user picker field and groups to come up with a single list of valid approvers
- Approval by component lead
- Distinct Approvals to users in a group
- How to block a workflow transition on issues in epic depending by parent issue Approval status
- How to block a workflow transition on linked issues depending by parent issue Approval status
- Capability to run search on the Herzum Approvals Status
- Group of users approval where anyone from the group can approve
- Display what tasks are hanging on the agreement for more than 4 days
- Agile Boards display icons detailing the percentage of approbations rejections abstentions and pending approvals
- Sequential approval for the selected persons in an user picker custom field
- Automate resending the Approval Request email notification after an elapsed time
- Automate approval after an elapsed time
- "Approve", "Reject", "Abstain" and "Reset" buttons let users respond to approval request directly from the email
- Sequential & Non-Sequential Approval
- Sequential approval
- Conditional Approvals
- Automatically transition issues depending by the number of approbations and rejections
- Customized email templates used to notify an approval request.
- Require different number of approvals based on conditions
- Option for the user to abstain
- Approval Dashboard
- Needing the Approval Process to flow through the customer portal
- Multiple approval requests within an issue based on variable input
- Configuring an approval as combination of group and project role
- Auto submit approval request via email
- Automate issue transitioning based on Approval reply
- Approval Filters and Dashboard
See also How to implement some common approval processes and our Video Tutorials in order to learn faster how the app works.
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