null


Skip to end of banner
Go to start of banner

Searching and Reporting

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 17 Current »

Document Activity

The Document Activity is a report of the workflow-related events and actions for a page or blog post.cdmc_documentactivityreport.pngYou can view the Document Activity for a page or blog post by choosing Document Activity in the

  • page tools menu

  • workflow popup ellipsis menu

Document Activity is also displayed using the Activity Report button in the workflow popup if the page or blog post is in the workflow final state.

The page tools Document Activity option is only available when there is an active workflow on the page or blog post.

See the Document activity report page for further details.

Document report

The Document Report lists all the pages and blog posts in a space with an active workflow.cdmc_documenreport_unfiltered.png

The report can be filtered by workflow state and pending approvals (for the user viewing the report).

cdmc_documenreport_statefilter_approved_state.png

If there is no active workflow in the space the report is empty.

To view the Document Report

  • choose the Document Report option in the Confluence sidebar menu

See the Document report page for further details.

Document state macro

Add the document state page macro to display the current workflow state, the date of the change to the state, and the state expiry date (if a state expiry has been added).

cdx_documentsatemacro_onpage_utcformat.png

The document state macro is compatible with the Confluence page properties macro, and the page properties report macro.

The document state macro is added to a table in the page properties macro.

The macro on the published page is rendered in a table.

cdmc_pagepropertiesmacro_cellvalue_onpage.png

The page properties report macro can be added to a page to report the value of the example page property we created - Comala Management App - State details.

cdmc_pagepropertiesreportmacro_cellvalue_onpage.png

Example - using the document state macro with the page properties macro

https://fast.wistia.com/embed/medias/ul0xvkxqyw.jsonp

See the Document state macro page for further details.

Document approvals macro

Add the document approvals page macro to display information for approvals in a selected workflow state.

The macro can be configured to display one or more of

  • the overall status of the approval

  • the approval assignees

  • the latest approval decision for each assignee

  • the date of the reviewer's decision

  • the reviewer comment

The document approvals page macro is compatible with the Confluence page properties and page properties report macros.

The document approvals macro is added to a table in the page properties macro.

The page properties report macro can then be added to a page to report on the added values.

See the Document approvals macro page for further details.

Document activity macro

Add the document activity page macro to display information for the document activity for the page.

Configure the macro to display one or more of the following for each document activity entry

  • User - user related to the workflow event or action

  • Action - workflow event or action

  • State - workflow state

  • Comment - comment added for the document activity

  • Date - date and time of the workflow event or action

  • Version - Confluence version

The document activity page macro is compatible with the Confluence page properties macro, and the page properties report macro.

See the Document activity macro page for further details.

Confluence Search Filters for Macros

Confluence provides macros that support CQL filters. These include the content by label macro and the page properties report macro.

Comala Document Management adds a filter for "Workflow state".

REST API CQL fields

If you are searching with a separate reporting/scripting tool, for example, Reporting for Confluence from Appfire or ScriptRunner for Confluence from Adapatavist, using the Confluence REST API the following field names are used:

Field

Field name

Workflow state

cw_state

Assigned approver

cw_approver

Note that cw_state search is case-sensitive

cql=cw_approver="userID" and cw_state="Approved"



  • No labels