Administration
- Anjana (Unlicensed)
- Customer Support (Unlicensed)
There are 2 steps involved in setting up approvals using Easy Approval For Jira:
1. Setting up a rule
Please follow the steps mentioned below to configure a rule in Easy Approval For Jira for the project in which you wish to use the application:
Visit the Project where you want to configure Easy Approval for Jira.
Go to the “Project Settings“.
In the left hand side panel, scroll down to the Apps section.
Click on click on Easy Approval for Jira. You may see the following screen asking you to allow the app to access Atlassian products on your behalf
Click on Allow access.
You will be presented with the following screen:
Click on Add New Rule to configure a rule. You will be presented with following screen where you need to provide the details for your rule:
Rule Name: Enter a name for your rule.
Select issue type for Rule: Select the issue type for which you want to apply this rule.
Select from status: Select the status from which your transition is originating.
Select to status: Select the destination status of your transition.
Select reject status: Select the destination status of your transition on rejection of approval.
Approval classifier: Select who can approve the transition. Here there are 2 options:
Project Role: Select this if you want all the users who are assigned a selected role to be able to approve.
User Picker Field: Select this if you want to select user(s) from a User Picker Field to be able to approve the transition.
Project role: Select the project role which you want to be able to approve the transition.
All users or Any user:
Select “All users“ if you want the approval to be done only if all the users from the selected role/ user picker field have given the approval
Select “Any user“ if you want the approval to be done if any of the users from the selected role/ user picker field have given the approval.
A sample completed form is presented below:
Allow auto transition of issue: Select if you want the issue to be automatically transitioned on successful approval.
Clear existing approvals on rejection: Select if you want to clear the existing approvals if an approval is rejected.
Logging Text Field: Select the custom field you want to use to record approver logs. Please make sure that this custom field is available in the appropriate screens and screen schemes.
Error Message: Enter the error message which should be displayed when a rule fails.
Click on Save.
2. Adding Validator to the transition.
Once a rule has been setup, a validator needs to be added in the corresponding transition (for which the rule has been configured).
In order to add the validator,
edit the corresponding workflow
go the transition for which the rule has been configured
Add a Validator - Select “Easy Approval for Jira Validator“
Save/ publish the workflow.
If you want to reset the approval when reverse transition is done, you can add the validator “Easy Approval for Jira Reset“