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

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

cpc_sourcespace_page_draftstate_new_publishingstatus.png

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

cpc_sourcespace_page_finalstatewf_synced_publishingstatus.png

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.

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