Applying workflows
- Robert Alexander Marshall
Overview
In each space, a workflow can be added and applied
The space administrator selects and applies a workflow to all pages and blog posts in a space in the space settings Document Management dashboard.
If the space administrator does not apply a workflow to the whole space, then a page editor can apply it to each page (or blog post) on a page-by-page basis.
Only one workflow can be applied to a page at a time. Adding a workflow across all the pages in the space overrides a workflow applied to an individual page.
On a page with an applied workflow, editors manage the document process using the workflow popup accessed through the workflow state byline added to the page.
When a workflow is applied to a page, workflow activity reporting
for each page is displayed in the document activity report on the page
for workflow activity information across the pages in a space is displayed in the document report
Applying a workflow
A Comala Document Management workflow is added as a either a
The space settings document management dashboard displays the workflow available in the space.
The following workflows can be applied, or added and then applied, in a space
Three workflows are bundled with Comala Document Management for Cloud are available in all spaces or you can create one or more custom workflows or add an onboarding workflow.
Workflow applied to all the pages and blog posts in a space
A workflow template can be applied to all documents in a space using the space settings document management dashboard.
Apply it to all the pages and blog posts in the space by making a workflow active in the dashboard
choose a workflow and move the grey slider to blue
Only one workflow can be applied to a page or blog post. Making a different workflow active disables any existing active workflow.
Workflow applied on a page-by-page basis
When no workflow is active in the space document management dashboard, a workflow can be applied to an individual page (as a page workflow) using the Add Workflow byline on the page.
Only a user with edit permission for the page can add a page workflow.
If the user has space permission, the Add Workflow popup displays an option to add the workflow to all the pages in the space.
Document activity on a page
For each page with an applied workflow, page editors (using the popup ellipsis menu or the page tools menu) can view the page document activity report displaying the workflow lifecycle activity on the current page.
Document workflow information across all pages in a space
For each space, the Document Report option in the Confluence sidebar displays the workflow information for all the pages and blog posts in the space with an applied workflow.