Custom workflows in a space
- Robert Alexander Marshall
Overview
In addition to the bundled workflows, other workflows can be added to the space.
These are custom workflows and can be edited by the space administrator in the dashboard.
A custom workflow is added to a space by either
copying an existing workflow, whether it's a bundled workflow or a custom workflow, by selecting Duplicate in the Actions options for the workflow
choosing Create New Workflow option in the dashboard to create a new custom workflow using the visual editor
using the code editor to copy and paste the cloud-compatible JSON code from
workflow in another cloud space
server/data center workflow translated using the Workflow Translator for Cloud in the server/data center app
Create New Workflow
A new custom workflow can be created in the space document management dashboard.
choose the Create New Workflow button
This opens a simple two-state workflow in the workflow builder visual editor that is the starting point for a new custom workflow.
Add a valid unique name for the workflow and choose Apply to allow you to
edit the workflow
edit existing states
add new states
add other workflow elements such as approvals, state transitions, due dates, workflow parameters, and triggers
Save to save the new custom workflow
Exit to add the custom workflow to the current space document management dashboard
Duplicate a workflow
Create an editable copy of an existing workflow in the document management dashboard
In the Actions menu options for a workflow
choose Duplicate icon
In the Copy Workflow dialog box
add a unique name for the new workflow
Added name is validated for uniqueness in the current space.
choose Submit
The new workflow is added to the dashboard.
Copy and paste code from an existing workflow template
Use the code editor to copy and paste the cloud-compatible JSON code:
Workflow templates in server and data center are translated to cloud-compatible JSON code using the Workflow Translator for Cloud feature in the server or data center app.
Copy existing workflow from another space in Confluence cloud
For a workflow in an existing source cloud space document management dashboard
choose the Code Editor icon in the Actions options
In the code editor
select all the workflow code in the Workflow Schema panel
copy the selected code to the clipboard
Navigate to the destination cloud space document management dashboard
choose the Create New Workflow button
select the Code Editor icon in the right-hand navigator panel
In the code editor
paste the source code into the Workflow Schema box
choose Save
choose Exit
The workflow is added to the destination space document management dashboard as a new custom workflow.
Translate and import a server or data center workflow
The Workflow Translator for Cloud is an option in the server and data center workflow builder navigation panel to support your cloud migration.
The tool provides a simple way to support the recreation of a custom workflow from the server or data center instance into a cloud-compatible workflow for use in your Confluence Cloud site.
A data center/server workflow can be translated into cloud-compatible JSON code using Workflow Translator for Cloud available in workflow builder.
The workflow template cloud-compatible JSON code can be copied and then added to a cloud site space using the app workflow code editor in cloud.
Some product features and functionalities in the cloud app are different from the data center/server app. The workflow translator cannot translate all the elements and parameters of the data center/server workflow into a cloud-compatible JSON workflow.
Any elements or parameters in the workflow that cannot be translated are listed in the Messages dialog box in the Workflow Translator for Cloud dialog box.
Related pages
Space Administration
Other pages