Global View

1 Views
- 1.1 Approvals
- 1.2 Activity
- 1.3 Definitions
- 1.4 Delegate
- 1.5 Settings
  - 1.5.1 General
  - 1.5.2 Permissions
- 1.6 API keys

The Global view is available only to administrator.

To access the Global view:

Click “Apps” on the top menu
Click Approval Path

Views

Approvals

In the “Approvals” tab you can see a list of all approvals in all spaces.

You can filter it by:

space,
page name,
approval name,
originator,
assignee (a user in the current step),
status.

You can download approvals list as a CSV file for easier management.

Activity

In the “Activity” tab you can see a list of all actions in all spaces

Definitions

In the “Definitions” tab you can see a list of all definitions in all spaces, add new definitions and edit existing ones and also add global definitions.

To add a global approval path definition, you need to leave the “spaces” field empty.

Delegate

The “Delegate” feature serves the purpose of allowing internal approvers to delegate their approval responsibilities to another user. When an original approver (delegator) is unavailable, a designated user (delegatee) can step in and carry out the approval tasks on behalf of the delegator.

Global administrators, are granted the authority to set up delegation for any project and can specify both the delegator (the original approver) and the delegatee (the temporary assignee).

This feature ensures the smooth flow of approval tasks within a system, promoting workflow continuity and efficiency.

Settings

Consist of two tabs:

General
Permissions

General

This tab allows you to configure general notification and reminder settings for the approval process.

The “Allow sending email approval reminders” allows users to send approval email reminders. Once enabled, a mail action button will appear next to each active approval and will allow to send reminders to users from the current step who haven't given their voice yet. The two notification mechanisms are direct email (default) and comment mention.

The “Enable automatic reminders” option sends reminders automatically to users who haven't voiced their input within the designated timeframe. It allows customization on definition and approval levels and has a maximum of three notifications.

The “Choose notification mechanism“ defines how notifications are sent. There are two options:

Direct email is selected by default and allows sending emails directly from the Approval Path.
Comment mention a comment with user mention is created on the Confluence page from which the approval was triggered.