Admin global view

Owned by Tomasz Dzięcioł (Unlicensed)
Last updated: May 28, 2024 by Polina Naumenko
3 min read

The global view for the users with higher permissions allows for full control over all aspects of the Approval Path.

To access the global view, go to apps at the top of the Jira page and select Approval Path.

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Approvals

The Approvals view allows users to filter, view and manage all active approvals across all projects.

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The approvals can be filtered by:

  • Name

  • Project

  • Status:

    • In progress

    • Approved

    • Rejected

    • Expired

  • Originator

  • User

  • Group

  • Email

Where the last 3 criteria can be further specified if a user is looking for awaiting decision, rejection or approval by user/group/email.

Below the filters are the results. By default, the approvals shown are “not archived”.

Here, a user can see:

  • Approval Name

  • The Originator of the approval

  • Current Step’s owner: who is supposed to take action now

  • The Project of origin

  • The Issue of origin

  • Approval Status and step

  • Expiration date (if set)

  • Start time and date

  • Modified time and date

  • Actions allowing to:

    • Open the approval in an issue

    • Send a notification [LINK TO BE ADDED]

    • Archive the approval

    • Delete the approval

Activity

The activity tab allows you to view all activities that have taken place for approvals on the entire instance.

 

The user can search for a specific project from which the approval originates.

The table of activities shows:

  • Approval Name

  • Originator

  • Step: who is supposed to take action now

  • Decision: gives a status of the approval

  • Project of origin

  • Issue of origin

  • Action Date

  • Actions: allows to open selected approval on the issue page

Definitions

In this tab, the user can see, search for, create and manage all approval definitions across every project. To learn how to create the approval definitions, click here.

 

The table contains all approval definitions (if not filtered). The user can find here:

  • The ID of the approval definition

  • Name

  • Project of origin: This can contain either the project or a globe symbol, meaning the definition is global and can be used in every project

  • Path: show the structure of the definition

  • Actions: they allow for editing, duplicating or deleting the definitions

Conditions

The conditions enable the user to set criteria using Jira expressions. The selected expression is assessed by the Jira REST API according to the chosen condition evaluator. These conditions act as qualifiers for either triggering an approval or including a step within it.

To learn all the details about the conditions, click here.

Delegate

The Delegation feature in Approval Path enables 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 take action on behalf of the delegator.

To learn more about the delegation feature, click here.

Settings

This tab allows you to configure general notification and reminder settings for the approval process. To learn more about the settings tab, click here.

API Keys

Here the user can manage and generate API Keys, that allow for advanced automation of the Approval Path.

To read more about API Keys, click here.

Preferences

On this tab, a user can customize their own preferences for how they want the Approval Path to be displayed on the issue level.