Page Tools Menu

Overview

The Page Tools menu can be accessed from any page or blog post by clicking the ellipsis (...) button in the top-right corner of the screen.

The following workflow-related links may be displayed on the page tools menu:

Menu item display is dependent on user permission and whether

• a page workflow is active on the content (Add Workflow, Remove Workflow, Edit Workflow, Page Activity)

• no page workflow is active (Add Read Confirmation)

The Edit Parameters option is displayed when there is an active page workflow and one or more workflow parameters are configured to allow the value to be edited by a user.

If there is an active space workflow on the content only the Page Activity menu option will be displayed.

The Add Task option is displayed when

• there is no active workflow on the content

• if there is an active workflow (space or page) and the current workflow state allows a user to add tasks to the content

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Page Activity SERVER

Displays Activity Report - Content for the current content you are looking at.

Open

Appears for pages and blog posts:

• regardless of whether they have a workflow

• only shown, by default, to users who can edit or admin the content

Document Activity data center

Displays Document Activity Report - Content for the current content you are looking at.

Open

Appears for pages and blog posts:

• regardless of whether they have a workflow

• only shown, by default, to users who can edit or admin the content

Add Workflow

Displays the Add Workflow picker dialog box where you can add an existing workflow to the page or blog post, or create and apply a new custom states workflow using workflow builder.

Appears for pages and blog posts:

• only when the space is running in Page Mode

• only for users who can edit or admin the content

Edit with Workflow Builder

Displays the workflow builder, which includes

• interactive flowchart for the workflow

• contextual panels displaying information about, and allowing editing of, the workflow, workflow states, transitions and approvals

• workflow trigger summary

• options to save the workflow as a template to the space document management dashboard or global workflows dashboard (if the user has appropriate administrator permission)

• toggle option to the workflow markup editor

Appears on pages and blog posts

• only when the space is running in Page Mode

• only for users who can edit or admin the content

Edit with Markup

Displays the Workflow Markup editor, which includes

• editable markup for the workflow

• toggle option to workflow builder editor

Appears on pages and blog posts

• only when the space is running in Page Mode

• only for users who can edit or admin the content

Add Task...

Adds the "Tasks" link to the Workflow Status Bar, from which you can access the Tasks Popup.

Appears for pages and blog posts

• if they don't have a workflow or

• when there is an active workflow and the workflow is in a "taskable" state

Edit Parameters

Edit the value for a workflow parameter.

Appears on pages and blog posts

• only when there is an active page workflow (Page Mode) is on the content

• the workflow has a workflow parameter that has been configured to editable by a user

Remove Workflow

Remove an active page workflow on the content.

Appears on pages and blog posts

• only when the space is running in Page Mode

• only for users who can edit or admin the content

Options when removing the page workflow to

• remove content properties and workflow history

• remove any workflow parameter values on the content

Add Read Confirmation

Adds a standalone read confirmation to the page.

Appears for pages and blog posts

• if they don't have a workflow

Export to PDF or Word

PDF and Word exports respect workflow Published vs. Draft state restrictions for same-space publishing when the workflow has a final state.