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Apply a workflow to all the pages and blog posts in a space

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Overview

A workflow is added and applied to your pages and/or blog posts in a space by either

Space mode application of a workflow allows centralized management of the document process in each space. This allows your editors and reviewers to focus on the content generation, review, and approval following a controlled document workflow process applied automatically on page creation in the space.

Apply workflow to all the pages and blog posts in a space

A space admin can add and apply a workflow to all content in the space using the space settings Document Management dashboard.

  • choose the Add Workflow option in the dashboard

  • select a workflow using the workflow picker

  • choose Next

The space administrator chooses how the workflow is added to the space. This is either

  • a workflow that remains linked to the global workflow template (global scope)

  • a copy of the workflow can be edited for the current space (space scope)

  • highlight option required

    • Link to Global Template

    • Copy as Space Workflow

A global scope workflow is automatically enabled upon adding it to a space.

A space scope workflow added to a space is, by default, added as inactive (disabled).

The space scope workflow is enabled using the slider option.

An enabled workflow in the space is automatically added and applied to all existing pages and blog posts in the space. This active workflow

  • overrides any existing page workflows that have been applied individually to a page in the space

  • and is, automatically added to any new pages and blog posts subsequently created in the space

Comala Document Management only allows one space workflow to be active. This maintains the requirement that only one workflow can be active on any individual page or blog post at any one time.

A space administrator can add one or more workflows to a space but only one will be applied to all the content in the space. Multiple active workflows in a space can be applied to different pages or blog posts workflow is filtered to a content label or a content type (pages or blog posts).

Global and space scope templates

Workflow templates added to a space are listed by workflow Scope.

  • Space

  • Global

    • a global workflow template

    • only editable by a global administrator in the global workflows dashboard

    • always enabled in the space

    • cannot be disabled by the space administrator but can be removed

    • can be duplicated in the space and the copy edited as a space scope workflow template

Multiple active space workflows in a space

One or more space workflows can be active in a space but only one workflow is applied to each page or blog post at any time.

Active space workflows are applied based on the following overall hierarchy

  • the workflow scope (global or space)

  • the content label filter if present

  • the alphabetical by name listing of the active workflows

An active space workflow is applied automatically on page creation.

Changes to the template affect all content using that template when applied as a space workflow.

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