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Approval Path for Confluence

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4 /4 (5)
Approval Path for Confluence

is an app designed to streamline the approval processes within Confluence, ensuring that documents (pages) or changes have the required levels of approval. Request approval from users, groups, or even external users and apply process automation.

Key features:

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High application performance
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Approve your page content
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Unlimited number of approvals and approval steps
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Step types: user, group email, issue field, automation, webhook
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Get approvals beyond your organization
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Get approvals in order or simultaneously
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Approve via email (not for external approvers)
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Include and distinguish between consent and approval
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Delegate your votes
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Rejection steps
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Expire approvals if no action is taken (parametrization feature)
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Visibility on actions taken on tickets
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Visibility on actions taken globally
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Automated and manual reminder email notification
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History paper trailing
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Notify approval status
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Direct email or add page comment notification
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Automate issue transition after approval (coming soon)
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Page version approval (coming soon)
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Page status-based workflow support (coming soon)
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Approve page fragment (coming soon)
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API
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How does it work

To run an approval process, you need to define it first.

Such a definition can be specified by an admin on a global, or project-specific level (a global admin will have access to the app on a global level).

Every definition may consist of an unlimited number of steps.

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For more detailed information on the app, check our
️Available step types are:
  •  User step
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User step
  •  Group step
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Choose a group and voting criteria (number of votes required to pass/reject)
  •  Email step
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Email step → add users outside your Jira (i.e., a customer)
  •  Automation step
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Apply a default automation process, i.e., change the issue status, the assigned user, or add a comment
  •  Webhook Issue
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Create automation to send or receive requests, including a rejection step triggered by approval denial

Steps can be run sequentially (by default) or you can create a parallel group and put some (or all) steps simultaneously. For each step, you can choose what action is required: 'approval', 'consent', or 'notification' (to only notify someone about the current progress).

Users can approve/consent, reject, or abstain with or without an additional comment. And, if someone is absent, a delegation can be created to ask another person to take action on behalf of the missing one.

Definitions serve as a template for approval and can be run multiple times. Several approvals can be launched simultaneously for a single issue (each one can be customized). You can set automatic reminders, send manual reminders, and watch the approval process live or see its report in the history/comment tab.

Integrates with Jira Permission Schemes, so if you need to grant or revoke specific permissions, there’s room for customization.

Approval Path definition example

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When to use the App

Well, it depends on you - whenever you need to receive feedback or permission. From our personal experience, there are the following use cases::

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Budget approval
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Customer feedback
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Code review
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Purchase process
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Design approval
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Product development
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Business trip planning and approvals
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Offer proposals (and discounts)

Target Audience

Ideal for enterprises, companies undergoing audits, and medium to large businesses requiring strong governance and compliance, such as automotive, transportation services, military, government, and banking sectors.

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How the app benefits you

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Create approvals with an unlimited number of steps
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Apply conditions on approvals or particular steps
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Get approvals in order or simultaneously
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Enable adding comments justifying the approval/rejection decision
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Create delegations for absent users
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Enable internal users to take action via email
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Watch all actions taken live on a single dashboard
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Preview approval definitions (templates) and parameterize them before starting (i.e., set expiration date)
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Use automation to trigger page transition
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Create an unlimited number of approval templates
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Ask for approvals/consents from external users (outside your instance)
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Use webhook steps to create automation
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Observe live actions taken on tickets and get notifications about the approval status
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Allow voting when a group approval is required
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Use additional features: API
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Remind participants to vote via automated and manual email notifications
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Watch all actions taken live on a single dashboard
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What do you want to know

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How does the app work?
Define approval paths (definitions) using the following user, group, email (including external users), issue field, automation, or webhook, to decide who should approve, who should be notified and what action should be taken (i.e. change the issue status to “done” once it’s being approved by everyone). Every definition may consist of an unlimited number of steps. To every step (or whole definition) a condition can be applied. Steps can be run sequentially or simultaneously. Users can approve/consent, reject, or abstain with or without an additional comment. And, if someone is absent, a delegation can be created to ask another person to take action on behalf of the missing one.
Definitions serve as a template for approval and can be run multiple times. Several approvals can be launched simultaneously for a single issue (each one can be customized). You can set automatic reminders, send manual reminders, and watch the approval process live or see its report in the history/comment tab.
You are welcome to visit our YouTube channel and watch Explaining video for more information
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How can I benefit from using this app?
Using Approval Path for Confluence streamlines approval processes by enabling you to set up and automate multistep approvals for Confluence pages, ensuring all necessary reviews are completed before finalizing the content. You can customize approval workflows, assign specific approvers, and track the progress of approvals directly within Confluence. The app increases transparency and accountability by logging all actions for compliance and reporting. It also enables sending automatic notifications and reminders to approvers, helping avoid delays. This allows teams to collaborate efficiently while maintaining control over content approvals.
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What’s the difference between approval and consent?
The distinction exists so you can easily transition the approval process from the current approach functioning right now in your organization. There is a difference in semantics between approval and consent
To learn more click here
You can use the distinction to better model your approval process. From a technical perspective in the Approval Path application, there is no difference between approval and consent.
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How does the abstain option work?
The abstain option allows approvers to express a vote of abstention. If a user decides to abstain, this choice is considered neutral with respect to decisions made by other approvers. If the other approvers agree, it will be considered as a silent approval. If they disagree, it will be considered as a rejection.
To learn more click here