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Add a Comala Document Management workflow to all content in a space (space mode)

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Overview

A Comala Document Management workflow can be added across all content (pages and blog posts) in a space (space mode)

As only one workflow can be active on a piece of content at any one time

  • adding a workflow across the space will override any page workflow added to an individual page or blog post (page mode)

The space workflow is managed in the space settings Document Management dashboard.

cdmc_spacedocumentdashboard_bundled_wfs_noneneabled.png

A user with space administrator permission can enable a workflow and apply it across all content in a space (space mode) by choosing to enable one of the workflows in the space document management dashboard.

To enable a space workflow, move the grey slider next to the workflow name to the right. The slider turns blue when the workflow is enabled

cdmc-spacedocumentdashboard_baw_wf_enabled_settings_restrictionsremoval_enabled.png

The space document management dashboard can also be opened by a user with space admin permission using either of the options on a page to

To use the on-page options

  • an existing page workflow must be removed from the current page using the page tools menu option

  • existing applied space workflow must be disabled in the space document management dashboard

You can override any existing page workflows on pages and blog posts in the space by enabling a space workflow in the Document Management dashboard. If there is an active space workflow you can change or disable the space workflow in the space tools Document Control dashboard.

A workflow cannot added to a space homepage. This is because Confluence Cloud does not allow certain properties to be added to the homepage, for example, workflow content byline.

Space settings and space utility options

When a workflow is enabled

  • the space workflow settings Remove Restrictions can be enabled (or disabled) for the space

cdmc_settings_removerestirctions_enabled.png

When the Remove restrictions setting is enabled page-level view and edit restrictions are removed on a transition to the workflow final state (if present in the workflow).

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  • Clear Document Activity - clears the document activity on each of the pages and blog posts in the space

  • Initialize states - sets the workflow state on all the pages and blog posts in the space

The Reindex workflows of imported spaces option is displayed when the space workflow is enabled or disabled.

Add a space workflow using the workflow byline breadcrumb

Only available If no workflow is currently applied to the page or blogpost

Choose the Add Workflow byline breadcrumb in the content sub-title

Select Add Workflow to this Space

This opens the space Document Management dashboard.

cdmc_documentmanagementdashboard_baw_wf_enabled_extract.png

Enable a workflow by moving the grey slider next to the workflow name to the right to change the slider to blue.

The enabled space workflow is added and applied to all content in the current space.

Add a space workflow using the page tools menu option

Choose the Add Page Workflow option in the page tools menu

As a space administrator, select the right-hand option to open the space document management dashboard and add the workflow across the space.

This opens the space document management dashboard.

Enable a workflow by moving the grey slider next to the workflow name to the right to change the slider to blue. The workflow is automatically applied to the existing pages and blog posts in the space and is automatically applied to new page and blog post

If any page workflows were previously applied the space workflow overrides the page workflow. Yoy may need to initialize the states for the workflow in the space.

The space settings document management dashboard can be accessed directly by a space administrator by choosing Space settings > App links panel > Comala Document Management byline






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