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Workflow Parameters

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Overview

Workflow parameters allow you to add dynamic information as a parameter value to your workflow  – they are placeholders for information located elsewhere.

One or more editable workflow parameters can be added to a custom workflow. Their values can be changed at the space level. Each time the workflow encounters the workflow parameter, for example, in a trigger action, the value is retrieved.

Workflow parameters can help manage your reviewers or expiry dates for your approved pages. By using a workflow parameter, your workflow can dynamically adapt to changing situations.

For example, you want to use the same workflow in different spaces, but each space uses different team members as workflow approval reviewers

  • users or user groups can be added as a value for a workflow parameter

  • the workflow approval is configured to assign users as reviewers using the parameter value

  • the parameter value used by the workflow is set in the space document management dashboard in each space

The included Quality Management System Workflow uses a workflow parameter value to assign reviewers to the approval in the In Approval state.

Where can they be used

You can use parameter references in the following situations

  • in workflow approvals for the values of reviewers

  • in workflow states as a value for state expiry

  • trigger actions that support workflow parameters

Types of workflow parameter

You can edit a custom workflow to add one or more workflow parameters. When adding a workflow parameter, you can select one of several data types for the value.

Adding a string type parameter as a placeholder for a project name value using workflow parameter
  • string workflow parameter value is a string of characters

  • user workflow parameter value is one or more Confluence usernames

  • group workflow parameter value is one or more Confluence group names

  • duration workflow parameter value is a period or set date

  • list workflow parameter value is a list of values that are options for the value of the workflow parameter

You can create and edit workflow parameters using workflow builder.

You cannot use a workflow parameter as a value for another workflow parameter.

Example

You can use a user workflow parameter to manage the reviewers for your workflow approvals.

In a workflow, we have created the user workflow parameter named Team_Reviewers.

Editing a user parameter used as a placeholder for approval reviewers with workflow builder
  • its value is the users Suni and Matilde

In the Approval content review, add the name of the workflow parameter as reviewers.

editing an approval using workflow builder to add reviewers using a workflow parameter as a value reference

Here, we have configured the approval to use the workflow parameter value to set all the reviewers who must approve it.

The added workflow parameter name is enclosed in the @ symbol.

The workflow parameter added to a workflow appears as an option in the dialog box when typing "@Tea…"

When you apply the workflow to a document, the value(s) of the @Team_Reviewers@ workflow parameter is added to the workflow popup. These are the users who must undertake the content review.

When you make a workflow active, the number of parameters defined in a workflow is displayed in the space document management dashboard.

cdmc-spacedocumentmanagementdashboard_customworkflow_active_with3parameters.png

You can change the values of the workflow parameters used in the current space by choosing the @ Parameters lozenge and editing the values.

cdmdc_spacewf_parameters_button.png

The @ Parameters lozenge is only displayed if the workflow includes at least one workflow parameter and is active in the space document management dashboard. The workflow parameter default value is changed by editing the workflow template.

Choose @ Parameters to display all workflow parameters in a dialog box.

The changed value is used when a workflow event next encounters the workflow parameter, for example, when the workflow is applied on the creation of a new page.

This allows the use of a workflow in different spaces, with different values for the reviewers, the project team, or the expiration due date in each space.

You can add workflow parameters for each team of reviewers or expiration due dates for a different workflow state. This allows you to manage your document process locally, changing the values for the workflow parameter for each space without creating a different workflow for each space.

If you add the workflow as a page-level workflow, you can edit the value of the workflow parameter using the Manage Workflow Parameters option in the page tools menu.

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