Versions Compared

Version Old Version 1 New Version Current
Changes made by

Robert Alexander Marshall

Comala Publishing

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
minLevel1
maxLevel6
outlinefalse
typeflat
separatorpipe
printablefalse

Document report

Excerpt
nameoverview_dr

The Document Report lists all the pages and blog posts in a space with an active workflow.

cdmc_documenreport_unfiltered.pngImage Removedcdmc_documenreport.pngImage Added

The report can be filtered by one or more workflow state states and pending assigned approvals ( for the current user viewing the report).

cdmc_documenreport_statefilter_approved_state.pngImage RemovedIf cdmc_documentreport_statefilter_approvedstate.pngImage Added

No entries are displayed if there is no active workflow in the app space the report is empty.settings and no page workflow applied to any document.

The report also includes the workflow applied to each document, such as when multiple workflows are active in a space.

cdmc_documentreport_statefilter_multipleapprovalsinastate.pngImage Added

Viewing the document report

Excerpt
nameview_dr

To view the Document Report

  • choose the Document Report option in the Confluence sidebar menu

Image Removed

Filtering the report

The Document Report can be filtered by the current workflow state on a page using the named buttons for each state.

You can also filter the report using the My pending approvals button to display the outstanding approval decisions for yourself.

cdmc_documentreport_mypendingapprovals.pngImage Removed
cdmc_documentreport_statefilter_multipleapprovalsinastate.pngImage Added

The Expiration column only displays when at least one active workflow for a document in the report includes a due date for a state. The due date value is only displayed when the applied workflow is in the state.

For a page currently in a workflow state with multiple approvals, each approval is displayed as an icon in the Reviewers column.

cdmc_documentreport_extract_multipleapprovals_in_a_state.pngImage RemovedChoose

You can choose an approval icon to display any assigned reviewer(s) and their approval decision status.

cdmc_documentreport_extract_multipleapprovals_in_a_state_displayreviewersforoneapproval.pngImage Removed
cdmc_documentrepextract_multipleapprovals_in_a_state_reviewstate_approval_assigned_reviewers.pngImage Added

Choose a reviewer to view the details of

all

the

approval

reviewers.

cdmc_approvers_list.pngImage Removed
cdmc_documenreport_approval_reviewers.pngImage Added
Info

The

displayed

list of approvers is readonly

.
You can sort and filter the display using the column headings. Use the search box to filter to a selected user

.

When the workflow applied to a document is changed, and there have not yet been any subsequent workflow events or activities, the report displays the document Status with a grey state indicator circle, and the state name is appended with (Obsolete).

cdmc_documentreport_extract_greystateindciatorcircle_obsolete_state.pngImage Added

These pages can be initialized to a state in the current workflow, either on the page using the state dialog box or in a space initialization for the applied workflow in the app space settings.

In some cases, the document Status is shown as Not Initialized.

cdmc_documentreport_extract_notinitilized_state.pngImage Added

This can be displayed for the document when either:

Filtering the report

The Document Report can be filtered by one or more workflow states using the named buttons for each state.

cdmc_documentreport_statefilter_reviewstate.pngImage Added

You can also filter the report using the My assigned approvals button to display the approvals assigned to yourself as the current user.

cdmc_documentreport_myassignedapprovals_filter.pngImage Added

When an approval is not complete, for example, when multiple reviewers are assigned, or a minimum number of approvals is required, your decision status is shown for this approval.