- Configuration Overview
- Approvals Settings
- Workflow Configuration
- Approvals Configuration
Instructions to configure global Approvals settings
Before you create approval schemas in Approvals Configuration, you need to define an actor in Approvals > Settings. Approved transitions will be executed on their behalf. An actor is a designated user with the following permissions:
- jira-software-users, if you wish to use Approvals in Jira Software projects.
- jia-service-desk-users, if you wish to use Approvals in Jira Service Management projects.
Moreover, in Settings, you can customize various aspects of your review process with Approvals.
Keep in mind, that Approvals settings are global and impact all Approvals - Advanced Issue Acceptance approval schemas.
To configure Approvals settings:
- Go to Jira Administration > Manage Apps > Settings under Approvals.
- Designate a user who will serve as Actor by selecting them from the drop-down list.
- [Optional]Check the Allow Revoke checkbox to allow reviewers to revoke their approvals.
- [Optional]Check the Require Reject Reason checkbox. Reviewers who reject an approval will need to provide a reason.
- [Optional]Provide an alternative Approve label, for example, in a different language.
- [Optional]Provide an alternative Reject label.
- [Optional]Provide an alternative Revoke label.
- [Optional]Customize the email template inviting reviewers to partake in review. For more details, see Email Template Customization.
- Click Save.
Global Approvals settings are saved and you can now create approval schemas in Approvals Configuration
Email Template Customization
You can use the following variables to customize the email template inviting reviewers to partake in review:
|template_issueKey||The issue key of template.|
|$!approvalName||The name of the Approvals schema of the review|
|$!baseUrl||The URL of the current JIRA server|
|$!customFieldManager||Custom field manager, retrieving custom field values|
|$!displayName||The display name of the user who requests review|
|$!issue||The issue object under review|
|$!key||The key of the issue under review|
|$!projectKey||The key of the project containing the issue under review|
|$!projectName||The name of the project containing the issue under review|
|$!status||The current status of the issue under review|
|$!summary||The summary of the issue under review|
|$!token||The approval token, passed as a parameter approve or reject an approval request|
|$!username||The username of the user who requests review|
|$approveLabel||The Approve label configured in Approvals > Settings|
|$rejectLabel||The Reject label configured in Approvals > Settings|
Moreover, you can include links to download issue attachments, using the following syntax:
#foreach ($attachment in $issue.getAttachments()) <a href="$!baseUrl/secure/attachment/$attachment.getId()/$attachment.getFilename()">$attachment.getFilename()</a><br/> #end
You can also include custom field values, using the following syntax:
#set ($cf = $!customFieldManager.getCustomFieldObject('customfield_10001')) #if ($cf) $cf.getValue($issue) #end
If you can’t find the answer you need in our documentation, raise a support request.