Configuration |
Screen Location: Confluence Administration → Comala Document Management section → Configuration
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You can also configure Security options. This It includes setting the spaces where workflows can be applied or restricted. |
Setting | Options | Notes |
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Workflow Activity and Drafts VisibilityWho can see workflow activity and unpublished drafts?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 Unpublished drafts and activity reports will not be visible to users who can otherwise usually be able to view the content.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 ModeWho 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 BehaviourWhat 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 CommentMandate 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 ApprovalIf 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 TransformWhich 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 | ||
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Setting | Options | Notes |
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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 |
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User Onboarding | Enable Onboarding
Display top bar Link
| When enabled (checked):
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Show or hide workflow translator
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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 |
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The workflow translator translates a server/data center workflow into a cloud-compatible JSON workflow template. |
Setting | Options | Notes |
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Workflow Translator | Show the Workflow Translator
| 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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Setting | Options | Notes |
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Maximum EventsIf this amount of events is exceeded on a single page by a single user, the threshold timer will start (see below). | Number | Default: |
Time Threshold (seconds)If the Maximum number of Events is exceeded for this time, the loop will be treated as infinite, and the process will be terminated. | Number | Default: |
Impersonation group for Refresh Data
Edit the settings to add a Confluence user group with global administrator permissions. This user group is used to impersonate a Confluence admin when running the refresh data process in a space. It lets a space administrator successfully refresh the workflow data for a space, including pages with page-level edit restrictions.
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Setting | Options | Notes |
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Admin user group | Default value: Not set Accepted value: Confluence user group
| When set, a user from the user group is used to impersonate a Confluence admin when running the refresh data process in a space. This ensures the process has access to restricted pages in the space. |
Administrative Events Logging
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