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Basic Approval workflow

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Comala Document Control workflows

Child pages (Children Display)
pageComala Document Control workflows
If you choose to add and apply the Basic Approval workflow, a document
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The Basic Approval Workflow can be in one of the following three workflow states

  • Review - the page is awaiting review

  • Approved - the page has been approved

  • Rejected - the page is rejected

Each time the document is edited in the Approved or Rejected state the workflow is reset back to the Review state (the updated transition).

Review state

The Review state has a content review.

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A single user can approve or reject the approval and action the workflow transition to the destination state

  • approved decision transitions the workflow to the Approved state

  • rejected decision transitions the workflow to the Rejected state

One or more users can be manually assigned to undertake the approval

  • once a user is assigned, only the assignee can undertake the approval decision

Additional assignees can be added if the workflow has not transitioned to a new state.

Existing assignees who have yet to make a decision can be unassigned.

Approved state

The Approved state is defined as the final (or published) workflow state in the workflow.

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The final state can be used with the Comala Publishing for Cloud app to publish and sync page content to another space in the same cloud site.

Rejected state

The Rejected state also has a content review

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Adding assignees to an approval

You can assign people to review a document, together with a note.

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If you assign multiple people one or more users are assigned to review a document, each person will need needs to give their approval before the document becomes approved. Once a user is assigned, only assignees can undertake the approval decision.

Navigating between versions

When an approved document has been edited, it transitions to the Reviewstate.

At this moment, there are two versions or views of the same document

  • the previously last approved version of the document

    • the document in the state Approved

    and the
    • version on the last transition to the Approved state

  • the current document with the latest modification - a draft version

    • the document in the Review state

If we are in the Review state, we can always a byline item, View approved, is added as a link to navigate to the previously last approved document version, using the View approved link.

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In the Approvedstate, we can always navigate to the current content that is awaiting review using the View pending approval link.

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When viewing the last approved document version use View pending approval byline item to navigate to the current version in a draft workflow state (the Review or Rejected state in the Basic Approval Workflow).

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The Approved (Compare versions) link displays details of the current version of the content.

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Comala Document Control workflows

Child pages (Children Display)
pageComala Document Control workflows