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Overview

Users can view workflow events and actions for a page, using the page activity or document activity (data center v2.0+) reports; the Document Report for the space and; use CQL to search and report on workflow activity and information. Users can also see their Document Actions report in their user profile to view their pending assigned approvals.

The document activity report is only available after installing Comala Document Control v2.0+ for data center for pages created in new spaces and legacy spaces (prior to update to v2.0+)with data upgraded to use document activity. Page activity is available in Comala Document Control Server and for legacy spaces in Comala Document Control v2.0+ Data Center that have not been upgraded to use document activity.

Page Activity

To view the record of who has approved or rejected the current page select Page Activity from the Page Tools menu or the workflow popup. All approvals and rejections together with comments and expirations will be recorded in the page workflow activity history.


The report can be filtered using the tabs and exported as a CSV format file. It is also available from blog post content as well as for page content.

The pageactivity macro can also be added to content.

Document Activity DATA CENTER V2.0+

To view the record of who has approved or rejected the current page select Document Activity from the Page Tools menu or the workflow popup. All approvals and rejections together with comments and expirations will be recorded in the page workflow document activity report.

The document activity report is only accessible in data center instances with at least Comala Document Control 2.0+ for Data Center only installed. Existing spaces with workflow events and actions in the instance (prior to installation of v2.0+) will need to upgraded to use document activity. These existing spaces will access the page activity report until the space data is upgraded using the Document Activity Upgrade console.

My Document Actions Report

The current user can view their pending approval actions in the Comala Document Management Actions report.

The report is can be viewed by a user accessing their User Profile.

It is also displayed for the current user on the Confluence dashboard.

Space Document Tasks Report

The space tools Document Tasks Report lists all tasks in the current space and allows you to filter by assignee and task status.

Choose Space Tools → Tasks to view the Tasks Report.cdcdc_spacetools_options_tasksreport.png

Here's what the report looks like:

cdmdc_spacetools_tasksreport.png

Mouse over the report to display

  • Assigned to filter option - filters the report to entries for a selected user

cdmdc_assignedto_filter_option.png
  • Refresh Data option - opens the space tools the Refresh Data option screen to refresh the content properties used by the report tools and report macros in the space

cdmdc_taskreport_refreshdata_option.png

Document Control Report

cdcdc_documentreport.png

The report lists the current space content with workflow activity by page title and details of each page:

  • the current workflow state

  • the user who most recently updated the page

  • the date of last page update

  • the current workflow state

  • the time the transition occurred to move to the current state

From V2.0.4, date data is displayed as actual date values. Period values are no longer displayed.

The displayed report includes

  • filter options to filter by the current state

  • the Data Refresh option opens the space Data Refresh dashboard to repopulate the data used for reporting tools and report macros

Customizing the report

Administrators can customize the report viewed by all users in a space.

Choose the Settings menu. 

  • scroll and check or uncheck the required columns to display

  • drag and drop checked column items to set the display order

cdcdc_documentreport_customcolumns_state_readconfirmation.png

The Settings menu is used to customize the report columns displayed for the report for all users in the space. This option is only displayed for an admin user.

Confluence Search Filters

The workflow status and assignees can be used as filters in the default Confluence search or macros that support CQL.

Confluence Search

 In the Confluence general search screen, you can add filters to perform an advanced search.  Comala Document Control adds filters for "Workflow state" or "Assigned approver".

Macros

Confluence provides some macros that support CQL filters, like the Content by label macro or the Page properties report macro.

REST API CQL fields

If you are searching with your own app using the Confluence REST API the following field names should be used:

Field

Field name

Workflow state

cw_state

Assigned approver

cw_approver

!NB cw_state search is case sensitive

1

cql=cw_approver="John" and cw_state="Approved"

Related pages

Reporting tools

Report page macros

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