How to prevent deletion of a Comala-approved document when using the CDM App in Data Center

How to prevent deletion of a Comala-approved document when using the CDM App in Data Center

This is for INTERNAL Usage ONLY. DO NOT share with ANY customer.

This article explains how to prevent the deletion of a Comala approved document

 

Use Case

  • The customer already has a workflow that uses EDIT permission to lock an approved page from being edited.

  • However, they founds that users can still DELETE the page.

 

  • Customer workflow in place :

    {trigger:statechanged|state=In Approval} {set-restrictions:type=Edit|group=confluence-administrators} {trigger} {trigger:statechanged|state=Peer Review} {set-restrictions:type=Edit|group=confluence-administrators} {trigger} {trigger:statechanged|state=Approved} {set-restrictions:type=Edit|group=confluence-administrators} {trigger} {trigger:statechanged|state=Draft} {remove-restriction:type=Edit}

 

Checks :

  1. Understand the customer use case

  2. Obtaining the workflow they currently have in place.

Solution :

  1. If users have Delete permissions in Confluence, they can delete the entire page, which Comala Document Management cannot control.

  2. However, if the page has a workflow, they can’t delete a version of the page.

    The delete button is disabled in …/Page History.

    Page with workflow:

    image-20240923-095628.png


    Page without workflow:

    image-20240923-095858.png