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Admin global view

  • Approvals
  • Activity
  • Definitions
  • Conditions
  • Delegate
  • Settings
  • API Keys
  • Preferences
  • Instance errors

The global view for the users with higher permissions allows for full control over all aspects of the Approval Path.

To access the global view, go to apps on the left panel of the Jira instance and select Approval Path.

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Approvals

The Approvals view allows users to filter, view, and manage all active approvals across all spaces.

You can download the approvals list as a CSV file for easier management.

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The approvals can be filtered by:

  • Approval name

  • Definition

  • Status (In progress, Approved, Rejected, Archived, Expired, Up-to-date, Any)

  • Project

  • JQL search

By using Add more filters, you can customize your search filter.

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It can be further specified if a user is looking for an awaiting decision, rejection, or approval by a user/group/email/work item field and the selected user.

By default, the approvals shown are “up-to-date”.

Now you can save filters and share with your organization.

From the Approvals List, the user can see:

  • Approval Name

  • The Originator of the approval

  • Current Step’s owner: who is supposed to take action now

  • The Space of origin

  • The Work item of origin

  • Approval Status and step

  • Approval Progress

  • Expiration date (if set)

  • Start time and date

  • Modified time and date

  • Quick Action Buttons:

    • Approve

    • Reject

    • Abstain

    • Send a notification

    • Open the approval in a work item

    • Archive the approval

    • Delete the approval

 

How to find your pending approvals?

To view your pending approvals, simply click the My pending approvals (image-20251210-035321.png) icon.

Alternatively, you can apply the filter Awaiting decisions by - user name. This is especially useful when searching for pending approvals assigned to another user.

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Activity

The activity tab allows you to view all activities that have taken place for approvals on the entire instance.

You can download the approvals' activity list as a CSV file for easier management.

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The user can search for a specific space from which the approval originates.

The table of activities shows:

  • Approval Name

  • Originator

  • Step: a person who is supposed to take action now

  • Decision: gives a status of the approval

  • Space of origin

  • Work item of origin

  • Action Date

  • Actions (shows once approval is hovered): allows opening the selected approval on the work item page

Definitions

In this tab, the admin can view, filter, create, and manage all approval definitions across all spaces.

To learn how to create the approval definitions, click here.

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The table contains all approval definitions (if not filtered). The user can find here:

  • The ID of the approval definition

  • Definition Name

  • Space of origin: This can contain either the space or a globe symbol, meaning the definition is global and can be used on every space

  • Path: show the structure of the definition

  • Actions (once hovered): they allow for editing, duplicating, or deleting the definitions

  • Toggle ‘Show global definitions’ in the filters to view only global definitions.

Conditions

The conditions enable the user to set criteria using Jira expressions. The selected expression is assessed by the Jira REST API according to the chosen condition evaluator. These conditions act as qualifiers for either triggering an approval or including a step within it.

To learn all the details about the conditions, click here.

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The table contains all approval conditions (if not filtered). The user can find here:

  • Name

  • Expression

  • Space

  • Evaluate as

  • Status

  • Toggle ‘Show only active’ in the filters to view enabled conditions in the date range.

  • Toggle ‘Show global conditions’ in the filters to view only global conditions.

Delegate

The Delegation feature in Approval Path enables internal approvers to delegate their approval steps to another user during their absence or other circumstances. This functionality ensures the continuity of the approval process by allowing another user, the delegatee, to take action on behalf of the delegator.

To learn more about the delegation feature, click here.

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The table contains all approval delegations(if not filtered). The user can find here:

  • Delegator, delegate(s)

  • Groups

  • Space

  • Start date

  • End date

  • Status

  • Toggle ‘Show only active’ in the filters to view enabled delegations in the date range.

  • Toggle ‘Show global delegations’ in the filters to view only global delegations.

Settings

This tab allows you to configure various settings for the approval path. To learn more about the settings tab, click here.

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API Keys

Here, the user can manage and generate API Keys that allow advanced automation of the Approval Path. To read more about API Keys, click here.

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Preferences

On this tab, a user can customize their own preferences for how they want the Approval Path to be displayed on the work item level.

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Instance errors

The Instance Errors tab helps monitor problems that occur during the approval process.

  • Includes a paginated list with a filtering option

  • CSV export: Allows downloading the error list

  • Each error entry includes hidden details that can be expanded to show more in-depth information (e.g., level, stack trace, expression source, workflow ID).

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