Overview
A Comala Document Management workflow automates the review and approvals process for a page or blog post in a Confluence space.
The simple workflow in the diagram consists of two states: Draft and Approved.
A Comala workflow codifies a business or compliance process into
A workflow can be configured to include a single final state for your approved final content.
A workflow transition to the final state can be used together with a third party app, for example with Comala Publishing, to manage publishing of a page or blog post to a different space.
Workflow added and applied to a document
When a workflow is applied to a page or blog post, the workflow status byline breadcrumbs are added below the page/blog heading.
the default added breadcrumb is the current state byline (1)
the task byline is displayed if tasks are added and need to be completed (2)
the “view Approved” byline is displayed if the content has been previously approved and the workflow has transitioned to the workflow final state (3)
The workflow final state in the example is named Approved.
The name of the current workflow state is shown next to a colored status indicator circle. If the circle is filled, it means you, as the current user and viewer of the page, are assigned to a content review in the current workflow state.
You can choose the State byline link to open the workflow popup.
On the page, editors can view the current page progress using the added workflow byline and manage the approval process using the workflow popup.
The applied workflow allows you to
ensure that content is reviewed and signed off
assign specific users as reviewers for the content reviews in the states
Mode of workflow application - whole space or page-by-page
A workflow can be added and applied
to an individual page
across all the pages and blog posts in a space
In a production environment space, workflows are usually applied across all the space content (pages, blog posts) - the space administrator manages the application of the workflow and the documentation process
Different workflows can be applied to different content in each space by the space administrator, with application to each page or blog post filtered using a content label and/or to the type of content (page or blog post).
Only one workflow can be active on an individual page or blog post at any one time.
Onboarding
Comala Document has an onboarding feature to get you up and running quickly
The onboarding includes
links to support and resources
interactive app demos
Get Started option to apply a workflow
Open the onboarding feature by using
the Confluence top bar menu Document Management
The onboarding screen includes links to
Get Started option to apply your first workflow
product guide documentation
interactive demonstrations
popular use cases
other app resources
support
Get started guide
The following is a step-by-step guide to installing Comala Document Management and adding a workflow to your documents.
From v7.4.0, users can access the Onboarding tool. The Get Started option allows you to apply a Get Started workflow or one of three workflows that illustrate popular use cases. | ||||
Get started with … | Key user(s) | Topics | Related documentation pages | |
Installing and configuring Comala Document Management | GLOBAL ADMINISTRATOR | Global configuration | Space configuration | |
Managing workflow templates | GLOBAL ADMINISTRATOR SPACE ADMINISTRATOR | Workflow templates and workflow dashboards | ||
Adding a workflow to pages and blog posts | SPACE ADMINISTRATOR PAGE EDITOR | Adding a workflow | ||
Using the workflow on the page | PAGE EDITOR | Workflow on a page | ||