K-Approval can be largely divided into administrator and user functions.
The user functions are divided into Request an Approval with approval path applied, Check the status of Approval, Perform Approval, Change the issue status automatically after approval is completed, and Approval Delegation Setting.
[Request an approval with approval path applied] is a function that applies the approval path when a user requests an approval creating Jira issue. [Check the status of Approval] is a JQL of K-Approval,[Perform Approval] is a function in which the user approves/rejects the approval, and [Change the issue status automatically after approval is completed] is a logic for automatically changing the status of the issue of the requested approval. The [Approval Deletion Setting] function is set up for the approver and designates the person in charge who can make the approval decision on behalf of the approver during vacation.
The following information is provided for each area:
Function
Description
Request an Approval with approval path applied
function that applies the approval path when a user requests an approval creating Jira issue
Check the status of Approval
JQL of K-Approval
Perform Approval
function in which the user approves/rejects the approval
Change the issue status automatically after approval is completed
logic for automatically changing the status of the issue of the requested approval
Approval Delegation Setting
function that designates the person in charge who can make the approval decision on behalf of the approver during vacation
d-1. Request an Approval with approval paths applied
When a user is requesting an approval creating an issue in Jira, the approval path is displayed as the logic by which the administrator applied the approval path by Project- Issue type from the Approval Path Management menu.
d-2. Check the status of Approval
K-Approval provides JQL exclusively for K-Approval. You can check 'my pending approval' right away using the K-Approval tab on the main screen.
K-Approval JQL
Description
Condition
Approval Request
KA_ApprovalRequested()
Requested
Requester = currentUser() and approval status = outstanding
KA_ApprovalApproved()
Approved
Requester = currentUser() and approval status = approved
KA_ApprovalRejected()
Rejected
Requester = currentUser() and approval status = rejected
KA_ApprovalRefer()
Reference Received
reference = currentUser()
Approval Receive
KA_PendingApproval()
Pending
Approver = currentUser() and approval status = outstanding
KA_ApprovedApproval()
Approved
Approver = currentUser() and approval status = approved
KA_RejectedApproval()
Rejected
Approver = currentUser() and approval status = rejected
KA_PendingForDelegatedApproval()
Delegated Setting
Approver = currentUser() or Delegated Approver and approval status = approved
d-3. Perform Approval
Approval/Reject approval can be made using the 'Approval' button in the approval path of the generated issue.
2. Click the 'Approval' button then the approval window will be displayed. You can approve/reject /cancel the approval entering your login password and approval comments.
3. Click the 'Approve/Reject' button to complete the approval process and display the approval history.
d-4. Change the issue status automatically after approval is completed
'Automatically changing the status of the issue after approval is completed' is automatically switched according to the 'Approval Transition' and 'Rejection Transition' values set by the administrator in Approval Path Management - Approval Path Mapping menu.
d-5. Approval Delegation Setting
On the main screen, click K-Approval tab > Delegation Setting.
Once you click the Deletion Setting menu, Profile screen will be shown. Click the Edit button for the K-Approval ApprovalDelegation menu at the bottom.
Clicking the Edit button switches to edit screen mode. Select the Start and End date you want to set up a delegated approver, and choose the Delegated approver. Click the Save button to complete all settings.