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Go to Project settings → Issue approval
There are 3 4 tabs in Issue approval panel:
Configuration - allows creating configurations for approvals
Notification - additional notification settings
Requests - list of all requests in current project
Approval Teams - list of user Teams that can be used in requests.
Configuration
Before creating configuration per issue types, there is a block with optional settings that define some general approval aspects:
Who can request approvals
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Automatic comments
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This section contains 3 4 fields. In each of these fields project administrator can set a text message tat automatically will appear in issue as comment when request is complete. Corresponding comment message will appear depending on the final status of the approval or taken action.
You can set automatic comments upon each user’s decision. Comments will be posted on behalf of the approvers if no actor is set.
Varialbes
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Click on the “ |
Add approvers to field
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As an additional feature, project administrator can choose a custom multiple select user picker field to populate it with users mentioned in approval request.
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To prevent long lasting unresolved approval requests, there is a functionality of auto expiration. If set up, approval request will be automatically cancelled if issue has no updates more than selected number of days. . Alternatively, time period may be counted after the request has been created ifthe corresponding checkbox is active.
After all configurations are made, press Save to keep the changes. Configurations can be deleted individually or all at once with the "Delete all" button.
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Click expand to see more details of approvers' decision in this request.
Requests marked as yellow are not completed, but issue status does not allow to proceed approval process. To solve this problem, transition issue to the status that allows collecting approvals according to configuration for this issue type.
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Requests marked as red, mean that there is no configuration for this request. You can either delete such requests with the Clear invalid requests button or make a configuration of issue type and status so you could proceed. |
Button Clear invalid requests cancels all corrupted requests in project that have no configuration (red).
Approval Teams
In case you want to ask for approval from many predefined users at once or need to split approvals between certain groups of users, use this functionality.
Press "Create new Team" button to start creating Approval Teams. If at least one team is created in a project, new sections will appear upon request creation in issue.