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Approval Path for Jira

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4 /4 (18)
Approval Path for Jira

is an app designed to streamline the approval processes within Jira, ensuring that tasks, projects, or changes have the required levels of approval before moving forward. Request approval from users, groups, or even external users and apply automation of the process.

Key features:

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High application performance (compared e,g,. to Herzum Approvals)
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Get approvals on any project type (not only JSM)
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Unlimited number of approvals and approval steps
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Create approval paths using static and dynamic steps
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Step types: user, group email, issue field, automation, webhook
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Conditional approvals on steps or definitions
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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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Customize external view
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Rejection steps
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Use dynamics issue values to get the right approval format (budget approval based on budget and location)
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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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Jira email notification/direct email mechanism
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Block the issue transition before approval
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Trigger approval action after issue transition
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Automate issue transition after approval
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Jira permission scheme integration
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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)
  •  Issue Field - User
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Choose a user from the issue field (i.e., assignee, reporter)
  •  Issue Field - Group
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Choose a group from the issue field
  •  Issue Field - Email
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Specify dynamic external user steps (from issue field)
  •  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

To every definition or even every step, a condition (created using Jira expressions) can be applied. 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.

How it’s different from other apps? Check our comparison Link Icon here .

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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Use dynamics issue values to get the right approval format (i.e., based on budget or location)
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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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Get approvals on any project type (not limited to JSM projects)
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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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Integrate approvals to block or trigger issue transitions.
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Watch all actions taken live on a single dashboard
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Create an unlimited number of approval templates
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Preview approval definitions (templates) and parameterize them before starting (i.e., set expiration date)
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Ask for approvals/consents from external users (outside your instance)
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Use static and dynamics steps
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Observe live actions taken on tickets and get notifications about the approval status
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Remind participants to vote via automated and manual email notifications
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Allow voting when a group approval is required
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Use webhook steps to create automation
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Watch approvals reports in the issue comment/history tab
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Use additional features: Permission Scheme integration and API
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What Customers say about us

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Nora Aline  •  Jul 22, 2024
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Approval path for Jira is a very useful tool . It is very complete and covers all the essential aspects required for an efficient approval process in Jira. The interface of the add-on is simple and it supports various approval workflows which allowed us to customize it to our specific requirements. The support team is very responsive and helpful. They respond to requests promptly and are willing to help with issues. It is a reliable and functional solution that I would recommend.
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Anne-Sophie G  • JUl 9, 2024
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We use this add-on along with External Share for Jira, both developed by Warsaw Dynamics. They enable us sharing Jira issues with external users, ensuring visibility of approval/refusal history for each issue. The product documentation is exhaustive. The app itself is easy to configure. We faced a small bug related to Jira workflows and the Warsaw Dynamics team worked fast to provide a workaround then fix it - awesome support. Thank you!
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Akash Singh  •  Oct 17, 2022
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We implemented Approval Path in our instances and it was super easy to setup and provided just the functionality that our organization needed. The best thing is the super awesome team who actually listens to your needs and works on them to provide a best fit for you. We requested quite a few features to be added to the app that our business thought were a necessity and they delivered them real quick. Kudos to the entire team.
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Przemysław Dąbrowski  •  Apr 26. 2021
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This is FANTASTIC. It is easy to setup and works seamlessly. I am pleased to use Approval Path for Jira every day. Creating approval is fast, notifications works perfectly to push progress forward. Good work!
️Overall Ratings
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4 /4 (18)
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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 Jira helps streamline approval processes by automating multistep workflows, reducing delays, and keeping tasks on track with automatic notifications. It provides real-time visibility into the approval status, making it easy to track progress and avoid bottlenecks. The app also enhances accountability through audit logs, ensuring all decisions are documented for compliance. By customizing workflows and assigning specific approvers, you ensure the right stakeholders are involved, improving efficiency and productivity across teams.
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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