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A Comala Document Management workflow helps you manage and automate the review and approvals process approval processes for pages and blog posts in a Confluence space.
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The simple workflow in the diagram above consists of two workflow states: Review and Approved. These are
the milestones in your document management process
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are the workflow states
the process routes from one milestone to another are the workflow transitions
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After installing the app, three bundled workflows are available in all the spaces in your Confluence site
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These bundled workflows are appended with a
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Enable and apply the space workflow to all the pages in the space by moving the grey slider to a blue slider.
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Initialize states space utility opens a dialog box to set the workflow state on all the pages and blog posts in the space
Only one workflow in the space document management dashboard can be enabled and applied at one timeactive. Enabling a different workflow automatically disables any active workflow.
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You can create custom workflows to manage your bespoke document management process to meet your business, team, or compliance needs.
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A custom workflow is can be added to the space document management dashboard.
To add create a custom workflow you canin a space, either
use the Create New Workflow button to open the workflow builder visual builder or code editor
make a copy of an existing workflow using Duplicate in the Actions options and edit the copy
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A custom workflow added to the dashboard includes additional Actions options.
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Choose an Actions option, to To edit a custom workflow using, choose an Actions option
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the code editor
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the trashcan icon to Remove the custom workflow
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from
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the space
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Remove deletes the custom workflow from the space. It cannot be recovered!
An active custom workflow displays theInitialize states icon.
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Page workflow picker
If there is no active (enabled) space workflow in the space document management dashboard, all workflows listed in the dashboard are available to add and apply to pages and blog posts page-by-page.
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