Personal View

Personal View

Any user other than the global admin with access to the approval path will have Personal view.

To access Personal View on your Jira instance, go to Apps → Approval Path:

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Approvals

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The approvals can be filtered by:

  • Approval name

  • Status (In progress, Approved, Rejected, Archived, Expired, Not archived, Any)

  • Add more filters +

  • JQL search

By using Add more filters, you can customize your search filter.

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It can be further specified if a user is looking for awaiting decision, rejection or approval by user/group/email/issue field and selected user.

User can save filters (private only).

From Approvals List, user can see all approvals assigned to them that require their action. This panel helps track pending steps and provides context for each approval.

Here you can see:

  • Approval name

  • Definition name

  • Originator: the person who started this approval

  • Current Step of the approval

  • Project of origin

  • Issue in which the approval was started

  • Approval status and its' current step

  • Expiration of the approval (if set)

  • Start date

  • Last modified

  • Actions:

    • Approve

    • Reject

    • Abstain

    • Open the approval in an issue view

Delegate

Here, a user can see and create their delegations.

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The Delegation feature allows internal approvers to delegate their approval steps to another user during their absence or other circumstances. This functionality ensures the continuity of the approval process by allowing another user, the delegatee, to act on the delegator's behalf.

A normal user can delegate only their steps to other users, but cannot make delegations for others. To learn more about Delegations, visit this page.

Preferences

Preferences feature allows users customize their own preferences for how they want the Approval Path to be displayed on the issue level.

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A user with admin permissions will have broader access to Approval Path’s features.