Import - Space Tools

Screen Location: Space Tools → Document Management → Import tab

Overview

This tab allows a space admin to import workflows from the Workflows Exchange. 

Open

The workflow can be imported to the Document Management dashboard or the page workflows templates dashboard in space tools.

Confluence Admins can restrict this feature to members of a specific user group – see: Configuration - Global.

You also may be required to validate your credentials depending on the configuration of the Confluence server.

Category

You can optionally filter the workflows to a specific category – either via the dropdown category menu, or by choosing a category button shown at the bottom of each workflow.

Open

Show/hide workflow flowcharts

This option allows you to toggle the workflow flowcharts on and off using the Show diagram slider.

Importing

Choose the Import button next to a workflow and Confirm the import. This dialogue box will warn you with an IMPORTED lozenge if a workflow of the same name already exists in the space.

Select how to import the chosen template. You can import the template as one of the following:

• as a space workflow to the space workflows dashboard

• as a page workflow to the Page Workflows Templates dashboard

Choose IMPORT to add the workflow.

If added as a space workflow

• the workflow can be used in space mode

• it can be edited and adapted to your needs, just like any other workflow

• the workflow template can be saved as a template to the global workflows dashboard in workflow builder (if user has global admin permission)

If added as a page workflow template

• the workflow can be used in page mode

• the workflow template can be saved as a template to the space workflows dashboard for use in space mode

• it can be edited and adapted to your needs, just like any other workflow

You can also choose the Refresh button at the bottom of the Import workflows screen to update the list with the currently available workflows from the Workflows Exchange.