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To include external users (without Jira access) in the approval process, you can add an email step with their email address. If it’s the first interaction, an email invitation is sent to the external user, prompting them to set up an account. Once the account is made and the email address is confirmed, the user can log in to the dashboard and view a list of pending approvals.
Alternatively, external users can proactively set up an account by visiting the Approval Path registration page.
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This feature enables the inclusion of a specific step in the approval if it fulfils a condition defined in Jira Expressions. Once selected, the step will be added to the approval workflow only when the condition is met.
If the condition is not fulfilled or encounters an error, the step will not be part of the approval process. For more information on conditions, refer to our documentation.