Table of Contents | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Status | ||||
---|---|---|---|---|
|
Excerpt |
---|
The Document Approvals Report displays a list of pages and blog posts with associated workflow approval information. The information in the reporting columns for the default report is
One or more filters are available in the report, for example, filter the workflow information based on approval status for a named approval. Once added to a page, the report macro dynamically updates the displayed information. It's great for keeping track of content workflow approvals across multiple spaces. If a workflow approval has moved to a new state, the document approvals report does not show the completed approval. Approvals with a status of Rejected or Approved are only visible if there has not been a transition out of the workflow state where the approval resides. For instance, if no approval transition has been added for the state, or if multiple approvals are required for the transition to happen. PermissionsAnyone can see this report. The report only shows information that matches the current user permissions for the page, blog post, and workflow state View-only users only see results for content that has reached a Published ( Admins can make all results available to everyone by changing the Workflow Activity and Drafts Visibility settings. This can be set in the current space configuration, or for all spaces in an instance in the global configuration. Adding the reportTo add the report to a page select and add the Document Approvals Report macro to a draft page. This done by either
Edit the configuration in the macro in the editor or choose Save to use the default macro settings. Publish or Update the page to view the default report on the page. The default report displays information for current workflow approval for pages and blog posts with an applied workflow in the current space. Report filters and the Data Refresh option are displayed by moving the mouse over the report entries. The Refresh Data option opens the space Refresh Data dashboard. This space dashboard is used to repopulate data properties for pages and blog posts with an applied workflow in the space. This data is used by Comala Document Management in-app reporting tools and reporting macros. Editing the macroOn the draft page
The macro editor displays the document approvals report macro configuration options and a preview of the default document approvals report for workflows applied in the current space. In the macro editor, you can configure the report filters and column display settings. Mouse over the preview to display the on-page filter buttons |
...
. |
...
The filter and display options are alphabetically displayed in the macro editor's left hand scrollable panel.
|
...
|
...
|
...
The display options for the filtered report are
On configuring the report macro filters and display options, choose
The report does not list pages with approvals in the Rejected or Approved status if a transition from the workflow state containing the approval has occurred. Customizing the reportEdit the Document Approvals report macro to customize the report by
Reporting columnsAll columns are displayed in the default report. The choice of columns in the displayed report can be customized in the macro editor except for Page Name; State; Last page update. These three columns are always shown in the rendered report and are displayed in the order shown below.
Report filtersThe filters are listed alphabetically in the macro editor.
Exporting the page
The document approvals report macro is rendered when a page including the macro is exported to PDF, Word, HTML, or using the macro in a send-email action macro in a workflow trigger. The document approvals report is also supported when exporting a page using The following columns (when included in the report macro configuration) are supported when exporting the page.
When rendering the exported table for the macro the document approval report macro filter settings are used to display the rendered report. An example of the macro on a page exported to HTML. If the column choice exceeds 12, the rendered table may be displayed with columns transposed as rows to ensure fit on the exported page. Export also may generate additional table(s) in the rendered export when there are 12 entries or more. Send-email trigger export exampleThe following is an example of a workflow trigger to export the document approvals report on the change of the applied workflow state to Review.
Related pages
|
...
|
...
|
...
Other pages
...
|
...
|