Custom workflows in a space

Overview

In addition to the bundled workflows, other workflows can be added to the space.

cdmc_spacedocumentmanagementdashboard_custom_workflow_added_all_inactive.png

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

cdmc_spacedocumentmanagementdashboard_existingcustomworkflow_duplicate_icon_highlighted.png
  • 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

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