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Applying a Comala workflow to pages in a target space

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Overview

A workflow can be added to pages in a space configured as a target space for publishing using one of the Comala Document Management family of apps.

Publishing a page to the target space creates a new page version in the target space.

The publishing action does not include any properties for a workflow applied to the source space content.

When a Comala workflow is enabled and applied as a space workflow for all the pages in a target space

Publishing a page for the first time

  • page in the target space is set to initial state of the target space applied workflow

Publishing a previously published page

If the current state of the workflow on the target space page includes an Updated transition

  • workflow state on the target space page changes to the destination state for the configured Updated transition

If the current state of the workflow on the target space page does not include an Updated transition

  • workflow state on the target space page does not change

Publishing sync status and workflow state

The current publishing sync status for a page does not change if the target space applied workflow

  • changes state (unless this is as a result of an Updated transition)

  • has reviewers assigned/unassigned to an approval

  • has reviewers approve/reject the page

  • state due date expires or is changed by a user

Publishing a page will not remove document activity on the target space page.

When a Comala workflow is applied to the target space, you may need to disable the copying of content properties in the source space settings Publishing dashboard.

Example - target space page workflow and sync status behavior

For example: we have a source space A that publishes to an empty target space B.

Space B

  • has a workflow applied (this can be a workflow from any of the three Comala Document Management family of apps)

The following custom workflow (created in Comala Document Management) is enabled at space level.

When publishing a page from space A to space B, we are initialising the state of the target page to the initial state of the workflow applied to that target page.

For each subsequent publishing of a source page, the workflow state of the target page will remain as it was when first published, unless the current workflow state at the time of the publishing action has an Updated transition.

In our example workflow the Review state and the Approved state each have an Updated transition.

Example actions

Example target space page workflow activity and publishing status

1

New page created in source space A named Page and published to target space B

  • the page publishing status is Synced in both the source space and the target space CHANGED

  • workflow state of newly created target Page in space B is set to initial state of the workflow applied to the target space page. In our example, the Draft state CHANGED

2

Target space page Page in target space B is submitted for review to workflow state Review

  • Page publishing status does not change (in our example it remains Synced in both spaces) NO CHANGE

  • workflow state of target space page Page is Review CHANGED

3

Page in target space B in workflow state Review is approved by one assigned user (out of three assignees)

  • Page publishing status does not change (in our example status Synced in both spaces) NO CHANGE

  • workflow state of target space page Page is Review but popup includes one reviewer with an approval-check mark CHANGED

4

Edit source space page Page in space A

  • Page publishing status is moved to Out of sync in both spaces CHANGED

  • workflow state of target space Page remains in the Review state with one approval-check mark NO CHANGE

Publishing change of status does not affect the workflow unless there is a page update on the target space page, for example publishing a page from the source space.

5

Page in target space B in workflow state Review is approved by all assigned reviewers

  • Page publishing status status does not change (in our example it is Out of sync in both spaces as source page was previously edited but not published) NO CHANGE

  • workflow state of target space Page transitions from Review state to Approved state CHANGED

6

Edit target space page Page in space B in Approved state

  • Page publishing status is changed - moved to Out of sync (f not already in this status) in both spaces CHANGED

  • Updated transition in the current state at time of publishing will transition workflow - in our example workflow state of target space Page transitions from the Approved to the Draft state CHANGED

7

Publish source space page Page from space A to target space B

  • Page publishing status changes to Synced in both spaces CHANGED

  • workflow state of target space Page does not change - in our example remains in Draft state NO CHANGE

Publishing is recognized as a page update in the target space, the workflow does not have an Updated transition in the Draft state.

8

Target space page Page in target space B is submitted for review again to workflow state Review

  • Page publishing status does not change (in our example, remains Synced) in both spaces NO CHANGE

  • workflow state of target space Page transitions to Review state CHANGED

9

Edit source space page Page in space A

  • Page publishing status changes to Out of Sync in both spaces CHANGED

  • workflow state of target space Page does not change - in our example remains in the Review state NO CHANGE

10

Publish source space page Page from space A to target space B

  • Page publishing status changes to Synced in both spaces CHANGED

  • Updated transition in the current state at time of publishing will transition workflow - in our example, workflow state of target space Page transitions from Review state to Draft state CHANGED

Publishing is recognized as a page update in the target space, the workflow has an Updated transition in the Review state that listens for this event and transitions the workflow.

Publishing the source space page only causes a change in the workflow applied to a target space page when the current applied workflow state includes an Updated transition.

In our example above, only the Review state and the Approved state have an Updated transition.

A Comala workflow can be applied in the source space and can be used together with Comala Publishing to publish pages using a workflow event - on transition to the final state or on a workflow trigger event.

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