2.3 Approval Panel

Owned by Xing Guo
Last updated: Jun 26, 2023 by Bruce
3 min read

When the issue enters into the approval status set by the approval rules, you need to click “Workflow Parallel Approval” to expand the approval panel at the first time.

 

Details of the Approval Panel

  1. Number of people waiting for approval, passing approval, or rejecting approval. When the mouse hovers over the number, detailed user information will be displayed.

  2. The conditions that need to be met for passing the approval (this is set in the approval rule)

  3. Approve actons: Approve or Reject

  4. Send a reminder to the approvers via email or slack

  5. Approval History

 

Approve

After clicking button "Approve",The pass reason box pops up (Note: Pass reason is not required) :

 

 

When all of them are approved, it means that the current approval is completed and it will go to the next status. At this time, the approval panel only displays the approval history.

 

Note: when the number of approved persons is less than the total number of approved persons, the system will automatically judge whether the current person meets the approval qualification when approving. If so, the system will automatically jump to the action after approval.

 

Reject

Click "Reject" and the pop-up box of "Reject reason" will pop up (Note: Reject reason is required).

 

Note: when the current person approves, the system will automatically judge whether the rejection qualification is met according to the total number of people and the set pass rules. If so, it will automatically jump to the action after rejection.

 

Revoke

When the approver has approved but has not met the conditions for jumping to the next action, the approver can withdraw his approval result. Click "Revoke" to return to the status to be approved. (Note: Revoke reason is required)

 

After Revoke, you can re-approve:

 

Remind Them

You can send email or Slack reminders to approvers. This function needs to enable ”Manually send email/Slack approval reminders to approvers is allowed“ in the Notification Setting.

Approval History

Each approver will generate an approval record after approval. Click “History” to view the approval records in all statuses under this issue:

 

  1. Current approval status

  2. After the final approval result comes out, you should jump to the post status

  3. Approved result

  4. Approval rejection result

  5. This approval result has been revoked. The mouse hovers to display the revocation time and reason

  6. Time of final result of this approval

  7. The number of people who passed, rejected and unapproved

  8. The conditions that need to be met for passing the approval

  9. Expansion and collapse