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Overview

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You can add a Comala Document Management workflow can be added

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  • workflow)

Adding a page workflow copies a selected workflow template to a page. You can add a different workflow to each page in a space. Only one workflow can be active on a

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document at a time, so you must remove an existing page workflow to add a new

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Adding a space workflow overrides any workflow added individually to a page or blog post.

A user with one.

With Confluence view and edit permission for the page or blog post, you can only add a page workflow ( if there is no active space workflow.

Tip

Adding and applying a space workflow to centrally manage your documentation process across all documents in your space is recommended. Making a space workflow active overrides a workflow added individually to pages or blog posts by adding the same workflow template to all the documents. A space workflow can only be added if you have space administrator permission in the space

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.

Adding a page workflow to an individual page or blog post

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If When Comala Document Control Management is installed to in your instance, a user with view /and edit permission can add selects and adds a workflow to an individual page or blog post by choosing one of the Add Workflow

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byline on the page (or the Add Page workflow option in the page tools menu).

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In the Add a workflow dialog box

  • choose Add Workflow to this Page

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A space administrator has the option to open the space settings using the Add Workflow to this

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Space option

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.

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  • the choose the Add Workflow to this Page Workflow option in the page tools menu
      

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Tip

Both page tool menu and workflow byline options open the Add workflow picker.

Choose the workflow to add to the page or blog post.

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Info

Choose View Detail for a highlighted workflow to view the visual flowchart and full description for the selected workflow.

Choose Apply to add the workflow.

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  • to open the workflow picker and select a workflow

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The workflow picker workflows are those listed in the space in the document management dashboard in the space settings. If required, you can scroll down in the workflow picker to view all the available workflows.

When a workflow is highlighted in the picker, you can select View Detail to display a visual flowchart and a text description of the workflow.

In the workflow picker

  • select the workflow to add to the page or blog post

  • choose Apply to add the workflow to the page or blog post

An on-screen notification confirms the successful addition of the page workflow.

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The initial state of the added workflow is displayed as a byline breadcrumb on the page or blog post.

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Addition of the page workflow is confirmed in an on-screen notification.

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Once a page workflow has been

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Tip

You can refresh the page to display the added workflow byline.

You can use the workflow popup ellipsis menu options to view the workflow document activity report for the page, to access the product documentation and view details of the added workflow.

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Page tool menu options with an added page workflow

When a page workflow is added to the page, the page tools menu includes additional options.

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Related pages

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