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A Comala Document Management workflow helps you manage and automate the review and approval processes for pages and blog posts in a Confluence space.
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The simple Each workflow can have a different document management workflow process to provide greater control of your document development and management. The workflow includes
workflow states and transitions for different process milestones and process routes
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The example workflow in the diagram above consists of two workflow states: Review and Approved.
the milestones in your document management process are the workflow states
the process routes from one milestone to another are the workflow transitions
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Applied workflow
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on a page
A workflow applied to a page adds a workflow state byline displayed to page editors. Editors can use the state byline to open the workflow popup to view details of the current state in the workflow popup dialog box.
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The Page editors use the workflow popup is used by page editors to interact with the applied workflow to and manage the documentation process. |
A workflow state can include an option tooptions for the editor, such as
Approve or Reject the content as part of an approval
assign one or more users to an approval as reviewers
select and transition the workflow to another state (if no approval is present)
view and change any added expiry due datesdate for the state
Workflows in
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the app
Comala Document Management includes has three workflows included with the app. Custom workflows can also be created or imported to each space.
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There are also some Some example workflows that can also be added to a space when using the Onboarding Get Started and Onboarding Usecase options. |
Workflows included with the app
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Workflows are managed and applied in each space using the document management space settings document management dashboard.
Open the document management dashboard app space settings in a space by choosing
Space settings > Apps > Comala Document Management
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The document management dashboard by default, displays the workflows included on installation of By default, the document management space settings in all the spaces in the Confluence Cloud site list the three workflows included with the app.
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These bundled workflows are appended with a
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For each workflow, use the Actions options to
View detail - display a description and visual flowchart of the workflow
Duplicate - create an editable copy of the workflow (a custom workflow) in the dashboard
Custom workflows
A One or more custom workflowworkflows can be created in each space to manage your bespoke document management process to meet your business, team, or compliance needs.
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To create a custom workflow in a space, open the
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app space settings and either
choose the Create New Workflow button to open the
workflow builder or make a copy of an existing workflow in the space usingand create a new workflow
choose Duplicate in the Actions options for an existing workflow to create a copy of the workflow and edit the copy
A workflow can also be imported by copying and pasting the JSON code of a workflow template into the code editor in the Create New Workflow option.
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The Onboarding feature includes several example workflows to help provide an understanding of the application and use of users understand the app and how to apply a Comala Document Management workflow.
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applying the onboarding workflow
or going to the app space settings to apply an existing workflow or create a custom workflow
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The onboarding workflow is added to a selected space the document management dashboardspace settings in the selected. It is added as a custom workflow and can be edited in the space.
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In the app space settings, the listed workflows are ordered alphanumerically by workflow name.
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