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One or more custom workflows can be created or added to each space.
Each workflow has a different document management workflow process to provide greater control of your document development and management.
Workflow application
On installing the app these the bundled workflows are available in all the spaces in your Confluence site. These are listed
as a space workflow in the space document management dashboard
as a page workflow in the workflow picker on the page or blog post
A workflow can be added and applied either to
to an individual page or blog post on a page-by-page basis (page workflow)
or, one workflow can be applied by a space administrator to all the pages and blog posts in a space (space workflow)
A workflow applied to all the pages and blog posts in a space takes precedence over any page workflow applied to a page or blog post in the space is the workflow that is enabled in the document management dashboard. Edits to the active workflow in the document management dashboard are applied to all the pages and blog posts in the space.
A workflow added and applied on a page-by-page basis is a copy of the chosen workflow and once it is applied to a page, the workflow on the page is unique. Edits to the original workflow do not change the workflow added to the page. The updated workflow must be applied as a new workflow to each page or blog post.
Only one workflow can be active on an individual page or blog post at any time. An active space workflow takes precedence over any page workflow applied to a page or blog post on a page-by-page basis.
Space document management dashboard
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The document management dashboard by default, displays the workflows included on installation of the app.
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These bundled workflows are appended with a
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The Actions options
View detail opens a dialog box displaying a description and visual flowchart of the workflow
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If there is no enabled workflow in the dashboard, a workflow can be added and applied on a page-by-page basis to pages and blog posts in the space
Custom workflows in the space document management dashboard
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A custom workflow is added to the space document management dashboard. To add a custom workflow you can
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 editing edit the copy
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A workflow can also be imported by copying and pasting the JSON code of a workflow template into the code editor.
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The installed workflows cannot be overwritten but a copy can be created and this copy edited.
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.
To open the workflow picker, on a page or blog post
choose the Add Workflow breadcrumb
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select the Add Workflow to this Page option in the popup
The workflow picker is displayed.
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Scroll down and up in the dialog box to view all the available workflows in the space to add as a page workflow.
All the workflows listed in the space document management dashboard are displayed in the dialog box
Highlight a workflow
choose View detail to display the workflow description and the visual flowchart
choose Apply to add and apply a copy of the workflow to the current page
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