d. User Functions

Contents

d. User Functions

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 Core, [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 Core
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 payment window will be displayed. You can approve/reject /cancel the approval entering your login password and approval opinion

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 'Transition on Approval' and 'Transition on Reject' 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 Approval Delegation 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.