How to respond to an approval request - Herzum Approval Documentation (2024)

Overview

Users can express their approval decision via email, without logging into Jira.

Depending by the applied setting on theE-mail Template Configuration screen, users canexpress their approval decision via buttons displayed on the Approval Request email or replying to the email and writing in the body opportune tags allowing the appto process the response opportunely.

As an approver you willreceive an e-mail notifying an approval request:

How to respond to an approval request - Herzum Approval Documentation (1)

You can APPROVE/REJECT/ABSTAIN/RESET replying to the received email by adding the following tags:

  • @APPROVED optional text@
  • @REJECTEDoptional text@
  • @ABSTAINEDoptional text@
  • @PENDINGoptional text@

The optional text is considered as anapproval comment.

Furthermore, you are able to reply to the email without triggering any approval change status as follows:

  • @COMMENTtext@

The textis considered as anapproval comment.

The following screenshot illustrates:

How to respond to an approval request - Herzum Approval Documentation (2)

How to respond to an approval request - Herzum Approval Documentation (3)If the approver reply to theemail by using an invalid syntax, a new email message advises so that it will be possible to reply again to the original message or the received one.

How to respond to an approval request - Herzum Approval Documentation (4)As a Jira administrator, you must be aware that a check avoid to send this email when the From E-mail address matches the Recipient E-mail address. This check avoids possible loops consisting in re-sending multiple emails reporting Invalid syntax'.

The following screenshot shows a message by example that advises for an email reply that doesn't not respect the expected syntax:

How to respond to an approval request - Herzum Approval Documentation (5)

Approve/Reject/Abstain/Reset an approval request via email using the Approval buttons

As an approver you willreceive an e-mail notifying an approval request:

How to respond to an approval request - Herzum Approval Documentation (6)

You can express the approval decision just clicking on the Approve, Reject, Abstain or Reset buttons.

On click, a screen appears allowing to add an approval comment.

How to respond to an approval request - Herzum Approval Documentation (7)

The Approvals Comment field allowsunlimited text length.

Notice that Jira v. 7 limits the max allowed text length for Jira Comments to 32767.
Approvals comments exceeding the max text length will be truncated on the Jira Comments but will be entirely logged on the Approval History.

Finally, a message confirms that the operation completed successfully.

How to respond to an approval request - Herzum Approval Documentation (8)

This feature let you able to approve or reject an approval request via the Jira Service Desk Customer Portal.

Prerequisites

As an approver you will display an approval request in theActivity log onJira Service Desk Customer Portal.

How to respond to an approval request - Herzum Approval Documentation (9)

As an approver you can APPROVE/REJECT just adding a comment including one of the following tags:

  • @APPROVED<Workflow transition>
  • @REJECTED<Workflow transition>
  • @ABSTAINED<Workflow transition>
  • @PENDING<Workflow transition>

Moreover what you add after the previous tag is considered as anapproval comment.

It's required that you always apply the tag @ at the end.

The following screenshot illustrates:

How to respond to an approval request - Herzum Approval Documentation (10)

ClickAddto perform the approval action.

How to respond to an approval request - Herzum Approval Documentation (11)

Refresh the issue in order to review the comment (automatically created by the app) confirming the approval action has been successfullyperformed.

How to respond to an approval request - Herzum Approval Documentation (12)

How to respond to an approval request - Herzum Approval Documentation (2024)
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