Email step

Owned by Polina Naumenko
Last updated: Jul 23, 2024
2 min read

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 Approval Path registration.

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.

Action types

Approval / Consent action

This action type involves a single user decision step. When activated, the external user receives an email notification with a call for action. The message originates from no-reply@mail.approval-path.com, containing a link to a page with simplified Confluence content and action buttons. The decision made by the external user is final and cannot be changed. Additionally, an external user cannot archive or delete the approval.

Notification action

This notifies the user about the current progress. This person is not involved in the decision-making process but may be interested in the progress or outcome.

Create step condition

This feature enables the inclusion of a specific step in the approval if it fulfils a condition defined in a Jira expression. 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.