Parallel Approval Process for JIRA

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changes.mady.by.user Matthew Meng [Unlimax]

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To have better user experience brought to you by Parallel Workflow Transition Approval Process (PWTPAP), please refer to the following suggested configurations.

Set Fields as mandatory

Approver field should be set as mandatory when using Parallel Workflow Transition Approval Processn (PWTPAP) add-on. When user creating a JIRA issue, the user can select approver(s) and submit the issue to expected selected approver(s) for further actions. 

From issue Issue > field configuration, set 'Approver' as mandatory. 

提示

Approver can be managed by using project role to avoid manual selection.

 

Configure screens
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设置界面
设置界面

User can change members in the Approver list during in the overall approval process when necessary. And user has the capability to check whether a user an approver has executed approval action expected actions or not. 

  1. From Issue Issues > Screen, add Create issue/ Edit Issue screen for PWT PAP add-on . 在 问题 > 界面 中为并行审批添加 创建/编辑问题界面：with below fields to be added: 
    • Summary
    • Poriorty
    • Description
    • Approver
    • Attachement
    • Other fields can be added if necessary
  2. From Issue Issues > Screen, add View Screen for PWT PAP add-on：on with below fields to be added：
    • Summary
    • Description
    • Approver
    • Approved By
    • Attachement
  3. From Issue 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
  4. From Issue Issues > Screen, add Approval comments feedback screen which is used to record comments 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 PWT PAP add-on. 

  1. 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)
  2. From Issues > Notification schemes, add new email notification schemes and set roles 'User custom field value' as 'Approver' for the 'Waiting For ApprovalApprove' event. 


提示

Don't forget to associate above schemes with PWT PAP projects in JIRA.

 

 

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