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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.
The approval page will display accept and reject buttons, along with simplified content. Each time the email step is active, an external user will receive an email notification with a link to the page where they can take action.
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This feature enables the inclusion of a specific step in the approval if it fulfils a condition defined in a Jira Expressionsexpression. 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.