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Overview

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In addition to the bundled workflows, other workflows can be added to the space.

cdmc_spacedocumentmanagementdashboard_custom_workflow_added_all_inactive.png

These are custom workflows and can be edited by the space administrator in the dashboard.

A custom workflow is added to a space by either

  • copying an existing workflow, whether it's a bundled workflow or a custom workflow, by selecting Duplicate in the Actions options for the workflow

cdmc_spacedocumentmanagementdashboard_existingcustomworkflow_duplicate_icon_highlighted.png
  • choosing Create New Workflow option in the dashboard to create a new custom workflow using the visual editor

cdmc_spacedocumentmanagementdashboard_createnewworkflow_button.png
  • using the code editor to copy and paste the cloud-compatible JSON code from

Create New Workflow

A new custom workflow can be created in the space document management dashboard.

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  • edit the workflow

    • edit existing states

    • add new states

    • add other workflow elements such as approvals, state transitions, due dates, workflow parameters, and triggers

  • Save to save the new custom workflow

  • Exit to add the custom workflow to the current space document management dashboard

Duplicate a workflow

Create an editable copy of an existing workflow in the document management dashboard

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The new workflow is added to the dashboard.

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Copy and paste code from an existing workflow template

Use the code editor to copy and paste the cloud-compatible JSON code:

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Workflow templates in server and data center are translated to cloud-compatible JSON code using the Workflow Translator for Cloud feature in the server or data center app.

Copy existing workflow from another space in Confluence cloud

For a workflow in an existing source cloud space document management dashboard

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The workflow is added to the destination space document management dashboard as a new custom workflow.

Translate and import a server or data center workflow

The Workflow Translator for Cloud is an option in the server and data center workflow builder navigation panel to support your cloud migration.

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A data center/server workflow can be translated into cloud-compatible JSON code using Workflow Translator for Cloud available in workflow builder.

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The workflow template cloud-compatible JSON code can be copied and then added to a cloud site space using the app workflow code editor in cloud.

Some product features and functionalities in the cloud app are different from the data center/server app. The workflow translator cannot translate all the elements and parameters of the data center/server workflow into a cloud-compatible JSON workflow.

Any elements or parameters in the workflow that cannot be translated are listed in the Messages dialog box in the Workflow Translator for Cloud dialog box.

Related pages

Space Administration

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