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Space workflows - space settings



Space workflows - space settings

Overview

The document management space settings display all the workflows available in the current space. The space administrator manages the workflows in the app space settings.

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The three workflows included with the app are always displayed in the document management settings in each space

They cannot be overwritten or deleted and are identified by the Template tag.

The dashboard is populated with the three workflows bundled with the app.

In addition, the app space settings screen includes any custom workflows created in the space or imported to the space. These workflows are editable in the space.

Workflows in a space are listed alphanumerically by workflow name. When a custom workflow is added, the included workflow templates are not automatically listed at the top of the app space settings screen.

Each workflow in the app space settings has several Actions options to view the workflow details and manage the workflow in the space. A workflow parameter value can be edited for a workflow when it is active.

space admin icon image

Space workflows

Each of the workflows listed in the space document management settings can be

  • added individually to each page or blog post in the space using the page tools menu on the page

  • enabled in the app settings and automatically applied to all the pages and blog posts in the space

A workflow can be individually added to a page or blog post only when there is no active space workflow in the app space settings. An active space workflow overrides an existing page workflow on any page or blog post in the post.

By default, in the app space settings

  • workflows included with the app are displayed

  • no workflow is enabled for the space

A space administrator can enable one of the workflows. By moving the grey slider to blue, this active workflow is applied to all the pages and blog posts in the space as a space workflow.

A space administrator can view information for each workflow using the View detail icon option.

View detail displays the workflow description and visual flow diagram.

The workflow does not need to be enabled to view the details.

Actions options

Each workflow has several Actions options. These let you view the workflow details and manage the workflow in the space.

Apply a space workflow

To add and apply one of the workflows to all the pages and blog posts in the space

  • select and click on the grey slider next to the workflow name

The slider button moves to the right and turns blue, and the workflow is added and applied to all the pages in the space.

Workflow utilities and space settings

When a workflow is active in the app space settings, the space administrator can