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为了能更好地体验并行审批带来的用户体验，我们建议你参考下面的设置选项。 |
设置字段必填
为了方便用户执行并行审批，应当将 待审批人 字段设置为必选字段，这样用户在创建JIRA问题时，可以选择审批人员，提交给指定的领导进行审批审批。
在 问题 > 字段配置 中，将 待审批人 设置为必填
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To have better user experience brought to you by Parallel Approval Process (PAP), please refer to the following suggested configurations. |
Set Fields as mandatory
Approver field should be set as mandatory when using Parallel Approval Processn (PAP) add-on. When user creating a JIRA issue, the user can select approver(s) and submit the issue to selected approver(s) for further actions.
From Issue > field configuration, set 'Approver' as mandatory.
| 提示 |
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Approver can be managed by using project role to avoid manual selection. |
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Configure screens
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用户可以在审批过程中随时更改 待审批人 列表，并且可以查看到 哪些用户已经执行过审批，哪些用户还没有执行审批。
User can change members in the Approver list in the approval process when necessary. And user has the capability to check whether an approver has executed expected actions or not.
- From Issues > Screen, add Create issue/ Edit Issue screen for PAP add-on with below fields to be added: 在 问题 > 界面 中为并行审批添加 创建/编辑问题界面：
- Summary
- Poriorty
- Description
- Approver
- Attachement
- 可根据实际情况选择其他字段
- Other fields can be added if necessary
- From Issues > Screen, add View Screen for PAP add-on with below fields to be added：在 问题 > 界面 中为并行审批添加 查看问题界面：
- Summary
- Description
- Approver
- Approved By
- Attachement
- 在 问题 > 界面方案 中将问题操作与上述界面关联上述两个界面
- 创建 - 关联 创建/编辑问题界面
- 编辑 - 关联 创建/编辑问题界面
- 查看 - 关联 查看问题界面
- 在 问题 > 界面 中添加 审批意见界面，用于审批过程中提交审批意见，此页面中可以不设置任何字段。
设置邮件通知
为了让待审批用户了解需要执行审批的事项，我们建议你为审批设置单独的事件及通知方案。
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别忘了最后，将上述方案设置都关联到JIRA并行审批项目中。 |
- From Issues > Screen schemes, choose 'associate an issue operation with a screen'.
- Associate Create Issue operation with Create Issue /Edit issue screen
- Associate Edit Issue operation with Create Issue /Edit issue screen
- Associate View Issue operation with View issue screen
- From Issues > Screen, add Approval feedback screen which is used to record feedback provided during approval process. This screen can have no fields configured.
Configure email notification
To inform approver about the requests, we highly recommend dedicated events and notification scheme to be configured for PAP add-on.
- From System > Events, add new event
Event name: Waiting For Approve (Can be customized as required)
Email Template:Issue Created(Can be customized as required) - From Issues > Notification schemes, add new email notification schemes and set 'User custom field value' as 'Approver' for the 'Waiting For Approve' event.
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Don't forget to associate above schemes with PAP projects in JIRA. |
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