Publish a page on transition to a Comala workflow final state
Overview
Comala Publishing integration with Comala Document Management can automatically publish a page from a source draft space when the applied workflow transitions to the final state.
Prerequisites
In the cloud site, you need both of the following apps installed
the Comala Publishing app
You can also use the Comala Document Control or Comala Document Approval app.
You must have
configured a target space for the published pages in the space settings publishing dashboard of the source space
an active Comala workflow applied to a page
the applied workflow must include a final state
view and edit permission for both the draft space and the target space for publishing
The integration also supports the publishing of pages using a Comala Document Management workflow trigger to publish a page on a specific event in the workflow. This lets you publish pages in any workflow state. You must edit the workflow to add the trigger. Once the workflow is updated with the trigger, publish and sync occurs automatically on the workflow event.
Publish a page
Publishing a page occurs on a transition of the workflow on the page to the final state (the final approved state) in the workflow.
Only one state in a workflow is set as the final state.
For example, a new page created in the source space and not yet published
draft workflow state Review
publishing state NEW
Approving the page using the workflow popup
transitions the applied workflow to the final state (in our example, the Approved state)
publishes the page to the target public space
sets the publishing state to Synced
A page refresh may be required to update the publishing state byline. The progress of the publishing action is also displayed.
On successful publishing
the publishing state is Synced
publishing popup displays details of the last sync
an on-screen message also confirms the page is published to the target space
To maintain approval and publishing integrity, the space administrator can disable the Comala Publishing standalone publishing option in the app space settings. Page editors can then only publish a page by transitioning to the workflow’s final state. There is no option to publish using the publishing popup on the page.
Where possible, the publishing of pages to the target published space maintains the hierarchy of the source space.
If the page is the first to be published in the target space, it is copied to the root of the target space.
An on-screen message in the source space warns you that the current page has been copied to the root of the target space.
A Comala Document Management workflow is applied to pages and blog posts. However, Comala Publishing only publishes pages. A blog post with a Comala workflow applied is ignored when using the Comala Publishing app.