Applying a workflow - Getting Started
Applying a workflow to pages and blog posts
You can add and apply a workflow to your pages and blogs in a space in two ways
individually add a copy of a workflow to a single page or blog post on a page-by-page basis (page workflow)
add and apply a workflow across all the documents in the space (space workflow)
A space workflow is added to all your pages and blog posts in a space using the space document management dashboard.
A space workflow allows greater central management of your content and is the recommended way to add and apply a Comala Document Management workflow for use in a production environment.
Page workflow - Add a workflow on a page-by-page basis
On an individual page or blog post (if there is no active space workflow in the space), a workflow is applied using either the
Add Page Workflow page tools menu option
Add Workflow breadcrumb on the page
choose Add Workflow to this Space (only displayed to a user with administrator permission) to
open the space document management dashboard
enable and apply a workflow to all the pages and blog posts in the space
choose Add Workflow to this Page or Add Page Workflow page tools option (displayed to users with page Confluence edit permission or admin permission) to
open the workflow picker
By default, the workflows included with the app are displayed. The workflow picker also displays any custom workflows added to the document management dashboard in the current space.
select a workflow
Apply to the current page or blog post
A workflow applied to a page or blog post on a page-by-page basis copies the template to the page. Changes to the original workflow template do not change the page workflow applied to the page or blog post.
Different page workflows can be added and applied on a page-by-page basis to pages and blog posts in a space only if there is no active space workflow. If a space workflow is active, this workflow, by default, is applied to all the pages and blog posts in the space overriding any existing page workflow previously applied to a page or blog post.
Space workflow - add a workflow to all pages and blog posts in a space
A space admin can add and apply a workflow to all pages and blog posts in the space using the space settings Document Management dashboard.
In the Confluence sidebar
choose Space settings
Under App links
choose Comala Document Management
The space admin applies a workflow by enabling one of the workflows displayed in the dashboard moving the grey slider next to the workflow name to blue.
The enabled workflow is added and applied to
all existing pages and blog posts in the space
automatically added to any new pages and blog posts created in the space
Only one workflow can be enabled and applied at any one time. Making a different workflow active in the space disables the existing active space workflow.
Comala Document Management only allows one space workflow to be active. This maintains the requirement that only one workflow can be active on any individual page or blog post at any one time.
Additional workflows can be added to the dashboard as custom workflows.