This page describes how to sign an Issue in a certain project.
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Prerequisites
ES cloud - Configuring Electronic Signatures
Signing an Issue
- In the Jira Issue that you want to sign, click E-Signatures either from Issue actions or Issue itself.
Once click, this will open the E-Signatures page.
Info Users can edit Meaning on their own. The maximum field length is 250 characters.
- Click Send Pin to receive your personal Pin code via email.
- Insert your personal Pin and you're all set.
Preventing unauthorized Issue transitions
To prevent unauthorized workflow transitions you would need to set up the E-Signatures validator. Validators check that any input made to the transition is valid before the transition is performed.
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Electronic Signatures app contains 2 validators:
- Current user validator - Issue contains user E-Signatures
- Multiple users (group) validator - Issue contains E-Signatures of a group of users
Current user signatures Validator
Let's see the E-Signatures Validator in action. The use case is the issue have to be signed by the current user so that it can be moved from In Progress to to Done.
To do so, perform the following steps:
Adding a validator to a transition
- Select your Project → Project settings.
- Click Workflows and then Edit for the relevant workflow.
In diagram mode, select the transition arrow. In text mode, select the transition's name from the Transitions (id) column.
In diagram mode, click Validators in the properties panel to show the triggers configured for the transition. In text mode, select the Validators tab.
Click Add validator, select Issue contains user E-Signatures from the available validators and click Add.
And you're all set. The issue now has to be signed by the current user so that it can be moved to Done. 
Multiple users signatures Validator
If you want an issue to be signed by multiple users before transition, you need to set up Issue contains E-Signatures of a group of users validator.
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That's all. The issue now has to be signed by users from the group so that it can be moved to the next state.
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Revoke E-Signatures Post Function
Sometimes you need to verify each step of the transition, for that Reset Revoke E-Signatures post function will be helpful. To configure it, perform the following steps.
- Go to your Workflow diagram mode.
- Click Add post function, select Revoke E-Signatures from the available post functions and click Add.
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- Now once set up, all E-Signatures on the Issue will be cleared from workflow status.
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The Post Function cleans signatures from workflow status and does not delete any information from the E-Signatures tab or Issue glance. This means that your signature will be required again when you try to make the transition to a certain state. |
4. You will see the reset Electronic Signatures in a different format.
Request E-signatures by sending E-mail
You are able to notify users that their signatures are required by sending E-mail using ES Email Issue post function. You need to create a group for these users.
Best Practice: To set up the post function one transition earlier E-Signatures validators.
ES Email Issue Post Function
To configure it, perform the following steps.
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Unfortunately, validation and post functions are not available in Team-managed (formerly Next Gen) projects due to Jira limitations. We are monitoring Team-managed projects development so that we can offer it as soon as possible. |
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