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A Comala workflow codifies a business or compliance process into

Workflow application

A Comala workflow manages the document development process in a Confluence space.

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A workflow template can be applied to all the pages and blog posts in a space by a space administrator as a space workflow or individually to each page as a page workflow by a page editor (if there is no active space workflow on the page)

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Only one workflow can be applied to a page or blog post. However, workflow application across all the pages in a space can be filtered by content label or content type allowing multiple workflows to be active in the space but applied to different documents.

States

These define the milestones (states) of your document management process.

In our example, the states in the workflow are the Draft and the Approved state.

Documents (blogs or pages) can only

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have a single workflow state applied at any

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time.

The current document workflow state is shown displayed in the workflow status bar on the page by the workflow status bar.

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with an applied workflow.

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The workflow byline link is used to open the workflow popup.

The workflow popup is the main way an editor interacts with the applied workflow. This may include

  • transitioning the workflow state

  • approving or rejecting the content

  • assigning users to an approval

Transitions

These define the routes (the transitions) between the states of your processfrom one workflow state to another state in the workflow.

In our example workflow above, there are two transitions

  • the Draft state has an approved transition to the Approved state

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  • the Approved state has an updated transition to the Draft state

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A transition is from one state to a destination state. A state may have more than one transition available, for example, .

Some transitions from the current state can be seen in the workflow popup.

For example, a user manually transitions the workflow to the destination state using a Submit button

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Other transitions are undertaken by the workflow based on a workflow event

  • if a state has a content review, it

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  • has an approved transition and/or a rejected transition available in the state

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  • the transition occurs based on the user review decision using the Approve or Reject option

Tasks

Workflow tasks provide similar functionality to Confluence tasks, however they , workflow tasks are stored at page level rather than in the content itself.Tasks can be added by the workflow automatically on transition to a state. You can also configure a state to be taskable to allow .

Workflow tasks are managed using the Tasks popup on the page.

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A workflow state must be configured in the workflow to

  • add tasks by the workflow, for example automatically on the transition to a state

  • be taskable, allowing a user to manually add a task when the workflow is in that state

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Reviews

Reviews Content reviews are key events in the content production lifecycle, where reviewers check the content and decide whether it can progress to the next state.

A content review (approval) is added to a state and can be configured to transition from the current state when the user approves or rejects one or more users approve or reject the content.

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You can also

  • assign specific users as reviewers for each review

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  • require a minimum number of approval decisions before the related approval transition takes place

  • allow the manual assignment of reviewers using the workflow popup

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Events → TriggersActions

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A workflow can be created or an existing workflow edited in the workflow builder (or the markup editor).

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Workflow The workflow builder (and the markup editor) is available in

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If creating your workflow on a page, you can use the page tools menu to add a simple choose the starter workflow custom states workflow as a starting point to create a workflow for your needs.

See also

User Guide

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