Ability to select Approvers by user from within an issue

[Muhanad]

Hi, are you able to select determine the approvers from within the issue rather than it being pre-determined.

In my case; each issue has different approvers/decisions makers and this is determined by a a super user during a workflow transition. Is this possible ?

Thanks

[Antonella Capalbo]

Hi Muhanad,

Yes, you are you able to select determine the approvers from within the issue.

You have two options:

- Enable the super user to setup Approvals for single issue (https://chicago.herzum.com/confluence/display/HAP/Configure+permissions+allowing+to+define+approvals) via the Define Approvals screen (https://chicago.herzum.com/confluence/display/HAP/Define+Approvals+for+an+issue)

- Configure an Approval Mapping where the Approval is a user-picker or a group-picker custom field. This setting allows you to have different approvers depending by users or groups selected on the user-picker or group-picker custom fields (https://chicago.herzum.com/confluence/display/HAP/Configuring+an+Approval+via+user+and+group+picker+custom+fields).

Please, look on the linked confluence pages illustrating the mentioned topics.

Do not hesitate to let me know if I can provide any further support or clarification.

Sincerely,

Antonella

[Antonella Capalbo]

The new Herzum Approval major version 4.0 will provide the feature you need in addition to other improvements, features and bug fixing.
Please, find below the Release notes:

Summary: Improvements, new features and bug fixing

Improvements

• Revamping of all user interfaces (Administration screens, Approval Web panel, Approval History)

New Features

• Configurable automatic workflow transition depending by the number of rejections
• New customization options for the Approval Request Email Templates (Subject, Logo, Header, Footer)
• Capability to customize the Approval Reply E-mail Template
• Capability to specify if the Conditional Rule is evaluated with the current User or reporter or assignee or user picker
• New customization options available on the Global Configuration screen
• Bulk Copy/Move/Delete Approval Mapping configurations
• 'View Approval Workflow' allowing to display the Approvals settings on the issue
• Herzum Approvals Report gadget
• Support Request Form

Bugs

• Fixed Error converting XML to workflow descriptor.: root cause: Attribute "type" with value "" must have a value from the list "AND OR "
• Other minor fixes

We feel confident to release Herzum Approval  version 4.0 before the end of February.

Sincerely,
Antonella

[Muhanad]

Hi Antonella,

Excellent news, i will wait for the update.

[Muhanad]

Hi Antonella,

I have been eagerly waiting for the plugin update and it did not dis-appoint. Good job guys !!

I need your help though; as i am not able to transition an issues back for Review if at if at least one rejection is received.

I also want it to transition forward for implementation only if ALL have accepted !!

Hope you can help..

Thanks again.

[Antonella Capalbo]

In order to achieve your goal you need to manage the following settings:

• Navigate Addons->Global Configuration screen and turn ON the option Enable automatic workflow transition based upon conditional and unconditional minimum required approbations/rejections
  
  
• Navigate the Conditional Rules administration screen and create a Conditional Rule always true. E.g.status != approved
  image2017-3-6 11:6:31.png
  
  
• Navigate the Approval Mapping configuration screen or the Single Issue configuration screen and setup
  • Automatic workflow transition on approving: ON
  • Automatic workflow transition on rejecting: ON
  • Transition on rejecting: your transition reject (e.g. Reject )
  • Minimum Required approbations/rejections:
    1) If Always True then it's required the rejection of 1 Approval/s
    image2017-3-6 11:7:39.png

When completing the configuration process, the Advanced Settings should display as follows:

image2017-3-6 11:4:31.png

Please let me know if you need any further help or assistance.

Sincerely,
Antonella

[Muhanad]

Hi Antonella;

This worked like a charm. 

One more question please - how can i force a comments on rejection ?

Thank you

[Antonella Capalbo]

You can turn On the option Require Approval Comment.

image2017-3-7 16:15:43.png

It will force comments on approbation, rejection, reset and abstention. 

Sincerely,

Antonella

[Muhanad]

Hi Antonella,

Thank you for this; very useful and i am now able to define approvers from an issue. 

I have one more query; in my workflow when an issue is approved by the committee (selected users) it will proceed to another status; this is working correctly. But when at least one of the users Rejects it, it should go back to another status for modification and review. This is not working; as when i reject through the plugin it stays on the same status. Can this be implemented ? i am sure your plugin can handle it i am just not able to see where !

Thanks