Searching and Reporting

Document Activity Report for the page

To view the record of the workflow events and actions on the current page, for example, who has approved or rejected the current document

From the page tools menu (ellipsis menu) on the page with an applied workflow

select Document Activity

All approvals and rejections together with comments and expirations are recorded in the document activity.

If a user has been disabled or deleted the document activity will display the users username and the default avatar. The username name is the stored user display name for the instance.

The current document activity can also be viewed by

choosing the page tools menu Attachments option
choose Custom Contents
choose the added Document Report tab

No attachment is displayed when

the document activity was removed (Clear Document Activity)
no workflow had been previously applied

If there is no active workflow on the content but document activity was retained

the page tools document activity option is not available but any previous document activity can still be viewed in this Document Report tab (after opening the page tools menu Attachments>Custom Contents option)

A user with edit or admin permission can clear the workflow history for a page by deleting the document activity attachment.

A space admin can choose to remove workflow document activity for all content in the space using the Clear workflow history option in the space settings Document Control dashboard.

Document Report for the space

To see a report for the entire space choose the Document Report link on the left sidebar.

The report can be filtered using the filter button options by

current workflow state
My pending approvals for the current user viewing the report

My Pending Approvals

You can see the approvals that are assigned to you in the current space in the document activity report.

If there are multiple approvals in a state the reviewer avatars are replaced by the named approval avatar.

choose the approval icon to view the assigned reviewers for an approval.

When there are multiple approvers assigned choose a reviewer to view details of all the reviewers for the approval.

The approver list is read-only. You can sort and filter the display.

You can also use a search filter on the Confluence search to find pages that are assigned to a specific person (see below).

Document state macro

Add the document state page macro to display one or more of the current workflow state, the date of change to the state and the state expiry date (if an expiry is added).

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

Document approvals macro

Add the document approvals macro page macro to display information for approvals in a selected workflow stat. The macro can be configured to display the overall status of the approval; the approval assignees; the latest approval decision for each assignee; the date of the reviewer decision and the reviewer comment.

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

Document activity macro

Add the document activity page macro to to display dynamic information for the document activity for the workflow on a page.

The macro can be configured to display one or more of the following for each document activity entry

user
workflow action
workflow state
comments added in the workflow popup for approvals
date
version

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

Confluence provides some macros that support CQL filters, like the Content by label macro or the Page properties report macro. Comala Document Management adds a filter for "Workflow state".

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

Field	Field name
Workflow state	cw_state
Assigned approver	cw_approver

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