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Global Workflows

Import Workflows

Configuration

Notifications

Audit Log

Advanced Configuration

E-Signatures

Migration Assistant

Screen Location: Confluence Administration → Comala Document Management section → Configuration

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Excerpt
namegetstarted_whatisglobalconfig
Tip

Some of these settings can be overridden at the space level on a space-by-space basis—see Configuration - Space Tools.

You can also configure Security options. This It includes setting the spaces where workflows can be applied or restricted.

Setting

Options

Notes

Workflow Activity and Drafts Visibility

Who can see workflow activity and unpublished drafts?

See also:

Space Administrators and Page Editors

Default: Recommended for most use cases.

Unpublished drafts and activity reports will not be visible to users who can otherwise usually be able to view the content.

Anybody

Anyone who can typically view the content can view drafts and activity reports. They will also be able to take part in Content reviews (v4.6+).

Default Tasks Mode

Who can complete tasks?

See also:

Strict

Only the task assignee or task creator.

Lenient

Default: Recommended for most use cases.

Any user who can edit the page/blog.

State's Task Behaviour

What happens to incomplete tasks from the current state if the workflow transitions to a new state?

See also:

If the page state changes, open tasks will be closed

Incomplete tasks will be closed.

If the page state changes, open tasks will be moved to a new state

Default: Recommended for most use cases.

Incomplete tasks will be are copied to the new workflow state.

Approval Comment

Mandate reviewer comment when Approving or Rejecting content?

See also:

Optional

Default: Recommended for most use cases.

Comment is optional.

Required

A comment must be added reviewer must add a comment during content reviews.

Page Update Reset Approval

If an approval (content review) is in progress, what effect does editing the content have?

See also:

Reset

Default: Any existing Approve/Reject decisions will be reset.

Ignore

Existing Approve/Reject decisions will be retained.

Published View Macro Transform

Which version of content should the include and excerpt-include macros show?

See also:

Enabled

Default: Recommended in most use cases.

Use the published version if available; otherwise, use the latest version regardless of workflow state.

Disabled

Show the latest version, regardless of workflow state.

Document Actions Dashboard*

When enabled, any pending document actions for the current user are displayed on the Confluence dashboard.

Enabled

Default: Displays the current user's pending document actions (assigned tasks, assigned approval reviews) on the Confluence dashboard.

Disabled†

The current user's pending document actions are not displayed on the Confluence dashboard.

* The Document Actions Dashboard is available from Comala Document Management v6.14.0
If using the Siebert Media Linchpin Essentials Theme app, then the Document Actions Dashboard should be disabled

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Setting

Options

Notes

Enable Usage Statistics

Checkbox (Default: checked)

When enabled, anonymous usage statistics will be are sent to Comalatech to help improve the product.

Enable Migration Assessment data storage

Checkbox (Default: checked)

When enabled, the The Comala Document Management Migration Assistant will collect and store usage statistics when enabled.

User Onboarding

User Onboarding only works for a new Comala Document Management app installation.

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Check the Enable Onboarding box to enable an option for a user to undertake an app tour and access tips.

This It is accessed via using a message notification on a page. The user can disable turn off the notification using an option in the message box.

Setting

Options

Notes

User Onboarding

Enable Onboarding

  • checkbox(Default: checked)

Display top bar Link

  • checkbox (Default: checked)

When enabled (checked):

  • introductory information and tips are available for users: User Onboarding

  • link to Onboarding is displayed in the Confluence topbar.

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Show or hide workflow translator

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Info

By default, workflow translator is displayed when accessing the workflow builder in the global workflows templates dashboard ; and space workflows dashboard and when editing a workflow added as a page workflow. Workflow translator

Tip

The workflow translator translates a server/data center workflow into a cloud-compatible JSON workflow template.

Setting

Options

Notes

Workflow Translator

Show the Workflow Translator

  • checkbox(Default: checked)

When enabled (checked), the workflow translator option is displayed in the workflow builder.

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These settings are used to detect infinite loops and terminate any offending workflows. It's recommended to leave that the default values be left.

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Likely causes of infinite loops include:

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