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Table of Contents
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Privileges

Authority

Approval Overview

View all approvals from an instance and view each approval.

Quick Action Buttons

Enable/disable action button selection directly from the approvals list for all users with list view access.

Activity Tracking

View all approval-related activities.

Creating Definitions

Create global-level definitions and project-specific definitions.

JSM Connection

Enable/disable JSM customer visibility of approval progress and allow customers to initiate the approval process.

Conditions

Use Jira expressions to create custom conditions that route approvals based on specific criteria.

Delegation

Allows admins to assign alternate approvers.

This ensures that when an approval is initiated, the delegatee can act on behalf of the user originally requested to approve.

Abstain Option

Enable/disable the abstain option.

Note

Before using this feature, ensure you fully understand the abstain option and its edge cases.

Notification Settings

Offers options to enable action buttons in emails, send manual or automatic approval reminders, and customize notification intervals.

Admins can also choose between Jira notifications or direct email for all communications.

Preferences Settings

Option to select how the Approval Path display is displayed in the Issue window

Permission Schemes

Enable/disable Jira Permission Scheme and grant or revoke permissions.

Note

Before using this feature, ensure you fully understand the Permission Schemes option to avoid potential misconfigurations and unexpected behavior.

API

Generate API keys and leverage Approval Path's functionalities through APIs.

Jira Workflow

Configure Approval Path conditions and post-functions in Jira workflows.

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Global admin can view all approvals within an instance and filter them by name, status, project names, or issue searches. Custom filters can also be created, enabling filtering by step status, step type, or issue field. Additionally, each approval can be viewed in detail by opening it and finalized using the quick action button.

Quick Action Buttons

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Once enableenabled, the "Approve," , "Reject," and “Abstain” "Abstain" buttons will appear in the approvals list . (image-20241024-124110.png)It allows , allowing users to take actions action directly without entering needing to enter each approval's detail view.

Activity Tracking

As a global admin, you can monitor approval activities. Here, you have ability to filter by the projects and sort by the dates of the activities marked. If you need more details on activities information, find article from Global View documentation.

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Creating Definitions

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Global Only global admins can create and manage global-level of definitions . What makes it important is that you can manage the definitions accessible to any projects, globally. So it can save the time by avoiding that apply across all projects. Even if certain definitions are project-specific, global admins can still edit and manage them. They also have the ability to convert a global definition to a project-specific one and vice versa, saving time by eliminating the need to create separate approvals definitions for each projectsproject. In this Create Global Approval Definitions documentation, you will find a step-by-step guide.

Working with Jira Service Management (JSM)

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Warsaw Dynamics adheres to strict privacy standards to protect user data. We are saving approval definitions and configuration information which includes user and group IDs, and external email addresses for notification purposes. All other data remains within Jira, ensuring minimal data retention and secure processing. The company maintains transparency and strict compliance with relevant privacy laws, providing clear policies on data retention, international data transfers, and user rights.

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Additional information


image-20240924-171504.pngWarsaw Dynamics Official Website
image-20240924-171527.pngWarsaw Dynamics Official Support

image-20241113-152833.pngWarsaw Dynamics Youtube Channel

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EULA (End-user license agreement)

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