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Overview
A Comala Document Management workflow automates the review and approvals process for a page or blog post in a Confluence space.
The simple workflow in the diagram consists of two states: Draft and Approved.
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A workflow can be configured to include a single final state for your approved final content.
| Info |
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A workflow transition to the final state can be used together with a third party app, for example with Comala Publishing, to manage publishing of a page or blog post to a different space. |
Workflow added and applied to a document
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On the page, editors can view the current page progress using the added workflow byline and manage the approval process using the workflow popup.
The applied workflow allows you to
ensure that content is reviewed and signed off
assign specific users as reviewers for the content reviews in the states
Mode of workflow application - whole space or page-by-page
A workflow can be added and applied
to an individual page
across all the pages and blog posts in a space
| Tip |
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In a production environment space, workflows are usually applied across all the space content (pages, blog posts) - the space administrator manages the application of the workflow and the documentation process |
Different workflows can be applied to different content in each space by the space administrator, with application to each page or blog post filtered using a content label and/or to the type of content (page or blog post).
| Info |
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Only one workflow can be active on an individual page or blog post at any one time. |
Onboarding
Comala Document has an onboarding feature to get you up and running quickly
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Getting Started Guide
| Aura cards |
|---|
| summary | Install and configure Comala Document Management Installing and configuring | Onboarding - Get Started | Global administrator role | Global configuration | Space administrator role | Space configuration |
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| Aura cards |
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| summary | Managing Workflow Templates Comala Document Management workflows | Workflow template scope | Adding workflows to a space |
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| Aura cards |
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| summary | Adding a workflow to pages and blog posts Adding a workflow to content | Add workflow - page tools menu - page workflow | Add a workflow to al the content in a space - space workflow |
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| Aura cards |
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| summary | Using the Workflow on the page or blog post Using a workflow on a page | Workflow transitions and document process milestones | Tracking activity |
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Get started guideThe following is a step-by-step guide to installing Comala Document Management and adding a workflow to your documents. | Table of Contents |
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| Panel |
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| From v7.4.0, users can access the Onboarding tool. The Get Started option allows you to apply a Get Started workflow or one of three workflows that illustrate popular use cases. |
| Get started with … | Key user(s) | Topics | Related documentation pages | | | Status |
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| colour | Blue |
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| title | Global Administrator |
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| cql | label = "confluence-admin" and space = currentSpace ( ) |
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| Space configuration | Filter by label (Content by label) |
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| | | Status |
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| colour | Blue |
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| title | Global Administrator |
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| Status |
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| colour | Green |
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| title | SPACE Administrator |
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| | Workflow templates and workflow dashboards | Filter by label (Content by label) |
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| | | Status |
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| colour | Green |
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| title | SPACE Administrator |
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| Status |
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| colour | Purple |
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| title | PAGE EDITOR |
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| | Adding a workflow | Filter by label (Content by label) |
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| | | Status |
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| colour | Purple |
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| title | PAGE EDITOR |
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| | Workflow on a page | Filter by label (Content by label) |
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| sort | creation |
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| showSpace | false |
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| cql | label = "getstarted_workflowonpage" and space = currentSpace ( ) |
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