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Space Administration

The approval workflow can be applied to all the pages and blog posts in a space using the space settings Comala Document Approval dashboard.

Info

The Comala Document Approval app approval workflow is the Basic Approval Workflow.

To open Open the space Document Approval dashboard,

  • choose Space Settings

    > App Links

    > Comala Document Approval

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A space administrator can

  • enable/disable the approval workflow for application to the whole space content

  • Reindex workflows of imported spaces for a migrated cloud space or space import

  • Clear Document Activity from all the pages and blog posts in the space

  • Initialize States on pages and blog posts in the space for the applied approval workflow

Info

When the approval workflow is inactive

  • the Clear Document Activity

and Initialize States are
  • is disabled (greyed out)

when
  • in the

approval workflow is no enabled in the dashboard.
  • document approval dashboard ellipsis menu

  • the Initialize States icon is not displayed in the Actions options

Info

The ellipsis menu also displays the installed app version.

View approval workflow

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To display the approval visual flow diagram and description, under the Actions column for the approval workflow

  • choose the View detail icon

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Enable and apply the approval workflow for all the pages and blog posts in a space

To enable the Basic Approval Workflow for the space

  • click the grey slider

The slider turns blue and the approval workflow is enabled for the space.

cda_ddocumentapprovaldsashboard_wf_enabled_extract.pngImage RemovedThe Remove Restrictions option is also now available. When enabled, page-level Confluence view and edit restrictions are removed on the transition to the approval final state.cdac_spacedocumentapprovaldashboard_extract_activeapproval.pngImage Added
Info

When enabled, the The active approval workflow is added and applied to all the pages and blog posts in the space.

The enabled active space approval workflow takes priority over any existing approval workflow applied individually to a page by an editor.

Utilities

Workflow The following workflow utilities for the space are accessed through the dashboard ellipsis menu (top right of the dashboard)available when the approval workflow is active.

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The following options are disabled (greyed out) unless the workflow is enabled

  • Initialize states

  • Clear Document Activity

Reindex workflow

The option to Reindex workflows of imported spaces should be used whenever a space is imported/migrated from another cloud site or cloud space.

  • open the dashboard ellipsis menu

  • choose Reindex Workflows

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This re-enables approvals in a migrated or imported space from another cloud site. This action cannot be undone.

Info

This is the final step in the cloud-to-cloud space migration/import process.

Comala Document Approval workflows may not work on the added pages after the import/migration has been completed if the imported space is not reindexed. The document activity for some pages may display the approval state as 'not initialized'.

Document Activity is linked to original users and is not transferred with the migration.

Clear Document Activity

Document Activity clears the approval workflow history for all the pages and blog posts in your space that currently has, have (or previously had) the approval workflow applied.

This option is only available when the approval workflow is enabled active in the approval dashboard.

  • open the dashboard ellipsis menu

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  • choose Clear Document Activity

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  • select, Ok, clear Document Activity

Infonote

This action cannot be undone.

Initialize states

The Initialize states option is used to set all pages and blog posts to be in a chosen the same state of the applied approval workflow.

open the dashboard ellipsis menu

In the Actions options for the active approval workflow approval

  • choose the Initialize States icon

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In the dialog box choose the approval state to be set for all the pages and blog posts in the space.

cda_initializestates_dialogbox.png

This option is only available when the approval workflow is enabled in the approval dashboard.

From the State dropdown menu

  • choose the approval state to set for the applied approval workflow

This The default option only sets the state for each page with the applied approval workflow but has currently, no workflow activity or events have previously occurred on the page.

To override set the state for all the pages and blog posts, including those that have applied with existing approval workflow activity

check

, you can override the state on these pages by

  • checking the Override preexistent states checkbox

Choose Initialize.

Settings Remove Restrictions

When the approval workflow is active in the space dashboard (enabled), the space administrator can enable the option for the approval workflow to remove any page-level Confluence view and edit permission restrictions form the page on the approval workflow transition to the final state, Approved.

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To set Remove Restrictions

  • click the grey slider

  • choose Ok, remove restrictions in the dialog box

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The slider turns blue.

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Page-level restrictions are removed from a page in the space on the applied approval transition to the final state.

If the approval workflow is made inactive, making the approval workflow active again automatically retains the previous configuration setting for Remove Restrictions. cdac_initilizestates_dialogbox_prexistent_checked_setstate_approved.pngImage Added

Once the destination state is selected

  • choose Initialize

A bar displays the progress of the initialization action.

An on-screen message confirms successful completion.

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Related pages

Child pages (Children Display)
pageAdministration