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We would like to show important features in Approval Path for Jira and introduce some benefits, precautions, and important tips for global admins.
Approval Overview
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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.
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We provide functionality to export the Approvals list as CSV files. The exported CSV files include all relevant data columns and maintain the same order as displayed in the Approval Path app. These files reflect all visible columns exactly as they appear. |
Quick Action Buttons
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Once enabled, the "Approve," "Reject," and "Abstain" buttons will appear in the approvals list (
), allowing users to take action directly without 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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We provide functionality to export the Activity list as CSV files. The exported CSV files include all relevant data columns and maintain the same order as displayed in the Approval Path app. These files reflect all visible columns exactly as they appear. |
Creating Definitions
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Only global admins can create and manage global-level definitions 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 definitions for each project. https://docs.warsawdynamics.com/content/51604/approval_path_for_jira_documentation/16646179/16744476/302645250
Working with Jira Service Management (JSM)
As a global admin, you can enable/disable the below options.
JSM customers can view the progress of ongoing approvals for visibility.
JSM customers can initiate approval processes. It can be used when a case requires input from the client.
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Conditions
By using Jira expressions to set conditions, global admins can create more dynamic approval paths, allowing a single definition to adapt to specific scenarios and support multiple use cases.
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Tip: Always test conditions before applying them to the production environment. A condition is met when the expression results in "true"; otherwise, an "Evaluation failed" message will be displayed. |
Delegation
Delegation allows a delegatee to act on behalf of the primary approver (the delegator).
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Find our blogpost about introducing Delegation feature: Delegate your approval steps in Approval Path
Abstain Option
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The global admin has the authority to enable or disable the "Abstain" option in global settings.
This option allows an approver to express neutrality or provide silent approval.
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From Settings → Preferences, It is possible to select how the Approval Path display in the Issue window.
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Permission Schemes
Global admin can access on Permission schemes.
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However, if you are unsure about customization, Approval Path’s default permission scheme is still reliable. It provides a safe and balanced set of permissions that work well for most users.
API
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Global admins have ability to create API keys in global settings. Once API key is generated by global admin, any users with access to the API key can perform API operations. These actions include listing approval definitions, deleting approvals, and customizing performer origins for all types of actions.
Refer to our API documentation for more detailed API settings and endpoints explained with several functions. If you are interested in use cases, click our blog post about API Capabilities for Approval Path.
Jira Workflow
Approval Path integrates with Jira Workflow. It allows global admins to manage approval processes by configuring Approval Conditions and Post-Functions in workflows.
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As a project admin, the role focuses on managing approvals within the project scope. Below are best practices and tips to help you use the Approval Path for Jira.
Approval Overview
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Project admin can view all approvals from a project with the ability to filter them by approval name, status, issues search. Custom filters can also be created, enabling filtering by step status, step type, or issue field. Each approval can be viewed in detail by opening it and finalized using the quick action button.
Activity Tracking
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As a project admin, you can view and monitor all list of activities of the approvals within the projects. You have ability to sort by the dates of the activities marked. If you need more information, please check Project View documentation.
Creating Definitions
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Project admins have the ability to create project-level definitions and manage them within their projects. By clicking the checkbox “Show global definitions”, you can also view global definitions. In this Create Project Approval Definitions documentation, you will find a step-by-step guide to help you create and manage definitions.
Conditions
Project admins can create and manage conditions at the project-level. If you want to see a step-by-step guide, check Conditions in Approval Path.
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By default, active conditions from both the current project and global-level conditions (view-only mode) are shown. |
Delegation
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Project admins can configure delegation at the project-level. While the scope is limited to your project, the delegation functionality operates similarly to global delegation settings.
Jira Workflow
Project admins have the privilege to manage workflows. Project admins can access Jira Workflow features for their project only, including configuring approval conditions and post-functions.
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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
Warsaw Dynamics Official Website
Warsaw Dynamics Official Support
Warsaw Dynamics Youtube Channel
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