Onboarding workflows
- Robert Alexander Marshall
Onboarding example workflows
The Onboarding options to apply an onboarding workflow are gradually being rolled out to customer Confluence sites. Onboarding workflows are planned to be available to all customers by the end of Oct 2024.
The Onboarding feature includes several example workflows to help provide an understanding of the application and use of a Comala Document Management workflow:
These workflows can be added to a selected space and applied to all the pages in the space using links in the onboarding screen. Once added to a space, each workflow can be edited as a custom workflow in that space.
Access the Onboarding screen using the Confluence header Apps menu.
You can also use the option under Apps in the Confluence sidebar.
In the onboarding screen:
choose the onboarding Get Started button to add and apply the Quick Approval Workflow
choose Apply this workflow in a use card to add and apply an example use case workflow
Get Started - Quick Approval workflow
In the onboarding screen, add and apply the Quick Approval Workflow to all the pages in a selected space
choose the onboarding Get Started button
Use case - Regulatory compliance-driven workflow
Navigate to the onboarding screen Popular use cases to apply this example workflow in a selected space
In the Reinforce regulatory compliance use case card
choose the Apply this workflow link
Use case - Workflow for tracking and sharing information
Navigate to the onboarding screen Popular use cases to apply this example workflow in a selected space.
In the Implement a system for tracking and sharing information use case card
choose the Apply this workflow link
Use case: Workflow for keeping info up-to-date
Navigate to the onboarding screen Popular use cases to apply this example workflow in a selected space
In the Automate policy management to keep information up-to-date use case card
choose the Apply this workflow link