Approval Path
- 1 Using Approval Path in Jira
- 2 Approval Path Tabs
- 2.1 New
- 2.1.1 Parameters
- 2.2 Approvals
- 2.2.1 Filter Tool
- 2.2.2 Manage Approvals
- 2.1 New
Using Approval Path in Jira
On every Jira work item (issue), you can start an Approval Path.
You’ll find Approval Path from below location based on your preference.
From there, you can:
Start a new approval process
Parametrize a new approval
Track progress of ongoing approvals
Delete or archive approvals
View the current status of each approval process
Run multiple approvals simultaneously
Filter approvals to find desired ongoing definition
Send notifications to approvers
Navigate to Approval Path dashboard where you can manage ongoing approvals from current project
Check information about active delegations
Approval Path Tabs
There are two main tabs(New/Approvals) when you click Approval Path from Activity bar.
New
New approvals are available definitions that are ready to run, definitions can be created by admins in project and global settings.
Parameters
Approval definition name
Expiration date and time
Allow Abstain approval
Send Automatic reminders
User can parametrize the approval for more flexibility as well as adding an expiration date for the approval path ongoing period. If the path will not be concluded by within the specified time period, the path is deemed “Expired” and will no longer be in progress.
The parameters do not change the steps or description of the definition, user may only change the title name in order to make it more relatable to specific approvals without the need to create definitions with the same steps from scratch.
Approvals
The Approvals tab displays ongoing and completed approvals with information such as approval name, status, approvers information, originator. You’ll also see quick actions buttons on the right side of approval(send notification, archive, delete), and the progress of approval steps (e.g., 0/2, 1/1).
Filter Tool
Use the filter tool to search for specific approvals by:
Approval Definition Name
Status: Any, In Progress, Approved, Rejected, Archived, Expired, Not Archived
Step Status: Any, Awaiting decision, Approved by, Rejected by, Started by
Step Type: User, Group, Email, Issue Field
Select User
Manage Approvals
Click Manage Approvals to access the Approval Path app at the project level.
For more information on what project admins can view and configure, please refer to the Project View page.