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Document Management

Configuration

Parameters

Notifications

Import

Clear History

Support

Audit Log

Data Refresh

(Report Data

Population

Poulation)

Screen Location: Space Tools > Document Management > Space Workflows Document Management > Page Workflows Templates

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One or more workflows can be added to the dashboard. These space workflows can be

  • a global scope workflow that

    • cannot be edited by the space admin in the space

  • a space scope workflow that

    • can be edited by the space admin in the space

Workflows added to the space document dashboard are listed in the following hierarchy

...

If a global scope workflow is added to the space

  • it is automatically enabled

  • the global scope workflow will be applied to all space content unless it includes a content label filter or content type filter

iI a space scope workflow is added to the space and enabled  will be it is

...

  • applied to all space content unless

    • a global scope workflow

    has been addedunless
    • is present in the space (global scope is applied)

    • the space scope workflow includes a content label filter or content type filter

...

    • (workflow is applied only to content with the label filter)

An active workflow without a content label filter will be is applied in preference to any other active workflow of the same scope even if these other workflows include a content label filter.

Tip

If you need to use multiple workflows in a space, each applied to different content, then all the active workflows must have a content label filter.

Multiple active workflows

When there are multiple active space workflows in a space, after workflow application to pages and blog posts is determined by

  • workflow scope (global or space scope)

...

    • content label filter

...

      • order each workflow is listed in the dashboard, with the highest listed workflow being applied (subject to workflow scope and any content label filters)

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As

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workflows are listed alphabetically by workflow name for each scope of workflow, the only way to change this order is by management of the workflow name in the space.

Creating a new workflow and adding to the space workflows dashboard

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The space administrator can create, import, or edit a space scope workflow in the space tools Document Management dashboard.

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All existing global workflows enabled in Document Management global configuration will be are automatically listed in the space workflows picker in the space dashboard. This includes any global workflows imported to the global workflows dashboard via the Import tab.

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The action menu is not available for a global scope workflow as (a global scope workflow can only be edited in the Document Management global workflows dashboard by users with global admin permission).

Space admins can edit a space scope workflow in this dashboard and changes will affect the workflow applied to content.

Option

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Notes

As seen on...


Edit

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Opens workflow builder. Once workflow builder is open, the workflow can be edited in

  • visual editor

  • markup editor

See: Workflow Authoring Guide

Space scope workflows ONLY

Info

A global scope workflow cannot be edited in a space. It can only be edited in the global workflows dashboard.


Enable

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Enabled workflow.

Move

  • move slider to disable the workflow

All active space scope workflows

Info

A global scope workflow added the document management dashboard is automatically enabled. It is displayed with a tick icon. No slider is available as the global scope workflow cannot be disabled in the space, only removed).


Disable

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Disabled workflow.

Move

  • move slider to enable the workflow.

 

All disabled space scope workflows

Info

A global scope workflow cannot be disabled in a space. It can only be removed.


Remove

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Deletes the workflow template from the space.

Global and space scope workflows

Info
  • if the workflow is a space scope workflow, the template may be unique to the space and may not be available to add again later if required

  • if the workflow is a global scope workflow the template is not removed from the global workflows dashboard and is available to add to the space again if required