Searching and Reporting

Cloud Migration Resources

Planning a Cloud migration? These resources can help you get started:

Comala Document Management Cloud features – Review Cloud features and understand key differences between DC and Cloud.
Migration support from Appfire – Learn how we can help you migrate smoothly.

Searching and Reporting

Comala Document Management provides robust tools for tracking document workflow, approvals, and activity, making it easier to monitor and report on the lifecycle of your pages and blog posts.

Document Activity (document-level)

The Document Activity is a report of the workflow-related events and actions for a page or blog post. The workflow state dialog includes a Document Activity option in the Actions menu that displays the document’s workflow history. Document Activity data can also be exported to CSV.

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Document activity

Refer to the Document activity report page for more details.

Document report (Space level)

The document report provides a list of all the approval activities in a space. The report can be filtered by one or more workflow states and assigned to the current user for approval. The report also includes the workflow applied to each document, including cases where multiple workflows are active in a space. The report can be exported to CSV for custom dashboards and cross-space reporting.

Refer to the Document report page for more details.

Page macros

A macro that can be used to retrieve page metadata. Document metadata displays the metadata or workflow parameter values directly on a Confluence page. This ensures critical document data is easily accessible and visible to users.

Refer to the Page macros page for more details.

Page macros for reporting

These macros can be used in your Confluence pages and blog posts.

When added to a Confluence page, the Document State macro displays information about the page’s current workflow state.

One or more Document approvals macros can be added to a page to display workflow approval information. Each macro can be configured to display the approval information for a different state in the workflow.

Add one or more document activity macros to a document (page or blog post) to display dynamic information for the document activity for the workflow on a page.

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.

For example, the Comala workflow state.

Comala filter by label macro editor with workflow state filter

The state value is case-sensitive

Other workflow filters are:

  • Comala workflow enabled

    • use boolean true to filter pages with an applied active workflow

  • Comala workflow final state

    • use boolean true to filter pages in the final state of the applied workflow

  • Comala state expiration

    • filter by state expiration by date options

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 Adaptavist, using the Confluence REST API, the following field names are used:

Field

Field name

Field

Field name

Workflow state

cw_state

Assigned approver

cw_approver

Workflow final state (boolean: true; false)

cw_final

Workflow enabled (boolean: true; false)

cw_enabled

cql=cw_approver="User ID" and cw_state="Approved"

The cw_state search is case-sensitive.

 

 

 

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