承認ステップをセットアップする
This page is for company-managed projects
To check whether your project is team-managed or company-managed, select More actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, your project details will be shown.
More about the difference between company-managed and team-managed projects.
ワークフローに承認ステップを追加すると、特定のチーム メンバーは、そのワークフローの次のステータスに進む前に作業項目を承認する必要があります。
To require approval for a work item, you first need to ensure the right fields are available, and then you must add an approval step to the relevant workflow status.
Create the right fields for entering approvers
Some projects come with an Approvers field for adding individual approvers, and an Approver groups field for adding groups of approvers. If your project doesn’t already have these fields, you’ll need to add them as custom fields. You might also want to create more custom fields if your workflow has more than one approval step, or if you want the field to have a different name in the work item view.
You must have the following to do the things described in this section.
Role: Site admin
承認のための新しいカスタム フィールドを追加するには、次の手順を実行します。
[設定] () > [作業項目] の順に選択します。
Select Fields, then Create field.
In the Field type dropdown:
To add individual approvers, select User Picker (single user or multiple users).
承認者のグループを追加するには、[グループ ピッカー (複数グループ)] を選択します。
Name your field and add a description (optional).
[作成] を選択します。
Find your new field in the list of fields and select More actions (), then select Add field to screen.
Select the screens where you want the field to be displayed, then select Update. What are work item screens?
Add an approval step to a workflow status
ワークフロー ステータスに承認ステップを追加する際は、次の項目を選択できます。
When a work item requires approval,
Who needs to approve the work item, and who can’t approve it, and
What happens when the work item is approved or declined.
You must have the following to do the things described in this section:
Role: Site admin (if the workflow is shared with other projects), or
Permissions: Edit workflows (if the workflow is not shared across other projects)
ワークフローに承認ステップを追加するには：
Next to your project's name in the sidebar, select More actions (), then Project settings.
サイドバーから [ワークフロー] を選択します。
Select Edit workflow next to the workflow you want to add an approval to.
承認ステップを追加するステータスを選択します。
Select Add () next to Approvals.
Select an Approver source. If you don’t see the custom field you want to get approvers from, make sure its Applicable context is set to Global. Edit the context of a custom field.
Select More options:
Choose a Number of approvers. You can set this up so that approval is required from everyone in a group (or everyone assigned as an approver), or from a specific number of people.
Under Exclude approvers from, select the fields you want to exclude approvers from. Any users who appear in the fields you select here will not be able to approve work items that use this workflow.
Select what statuses the work item should transition to if it's approved or declined.
[保存] を選択します。
[下書きの公開] をクリックします。
Enable the approver field for work items
You must have the following to do the things described in this section:
Role: Site admin (if the screen is shared with other projects), or
Permissions: Manage work item layout (if the screen is not shared across other projects)
Before you can add approvers to work items, you must add the approvers field to the work item type’s screen. Find out more about screens.
You can do this by adding the approver field to the work item layout. Here’s how:
Next to the name of your project in the sidebar, select More actions (), then Project settings.
[作業項目] > [レイアウト] の順に選択します。
Find the work type(s) whose layout you want to view and select Edit work item layout.
Drag and drop fields to add the field to both the layout and the screen.
[変更を保存] を選択します。
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