Publish a page on transition to a Comala workflow final state

Publish a page on transition to a Comala workflow final state

 

Overview

Comala Publishing integration with a Comala workflow can automatically publish a page from a source draft space when the applied workflow transitions to the final state.

The integration with the Comala Document Management app also supports publishing pages using a workflow trigger to publish a page on a specific event in the workflow. This enables flexible publishing, automating publication at different workflow stages. Using a workflow trigger to publish a page does not disable publishing of the page on a transition to a workflow 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 publishing app space settings 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

Publish a page

Publishing a page occurs on the 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 state dialog box

  • 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 can be required to update the publishing state byline. The progress of the publishing action is also displayed.

cpc_publishingpopup_new_publishingprogress.png

On successful publishing

  • the publishing state is Synced

  • publishing state dialog box displays details of the last sync

cpc_publishingpopup_synced.png
  • an on-screen message also confirms the page is published to the target space

cpc_pagepublished_onscreen_message.png

Use the View published version link option in the dialog box or message to view the published page version in 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. The Publish option is not displayed in the publishing state dialog box on the page in the target space.

Where possible, publishing 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.

If a child page receives approval before the parent page is published and the workflow triggers a page publishing action, the page might be published to the root folder of your target space instead of its expected location.

A Comala workflow can be applied to both pages and blog posts. However, a blog post with a Comala workflow applied is ignored when using Comala Publishing, as the app only publishes pages.

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