Add a Comala Document Management workflow to all documents in a space (space workflow)
- Robert Alexander Marshall
Overview
A Comala Document Management workflow template can be added across all documents in a space as a space workflow.
With a space workflow, you can manage different documents within the space using a consistent, structured review and approval process.
The space workflow is added and applied using the space document management dashboard.
You can make a workflow active in the dashboard, adding the workflow to all documents in the space.
It is recommended that you add and apply a space workflow to centrally manage your documentation process across all documents in your space. Making a space workflow active overrides a page workflow added individually to a page or blog post, and the same workflow template is added to all the documents.
Accessing the space document management dashboard
Open the document management dashboard in a space by choosing
Space settings in the Confluence sidebar
Choose
App links
Comala Document Management
The document management dashboard displays the workflow templates included with the app.
When there is no active space workflow in the space, a space administrator can also open the space document management dashboard and add a space workflow using the options on a page:
To use the on-page options
any added page workflow must be removed from the page using the page tools menu option
existing active space workflow must be deactivated in the space document management dashboard
A workflow cannot added to a space homepage. This is because Confluence Cloud does not allow certain properties to be added to the homepage, for example, workflow content byline.
Applying a space workflow
The space administrator permission can make a workflow active in the document management dashboard. The active workflow is applied to all documents in a space (as a space workflow).
To make a workflow active in the dashboard:
move the grey slider for the workflow to the right
The slider turns blue when the workflow is active.
The active space workflow is added and applied to all documents in the current space.
The space workflow overrides any previously applied page workflows. You can initialize the applied workflow's state for the documents.
Space settings and space utility options
When a workflow is active, the space workflow settings Remove Restrictions can be enabled for the space.
When the Remove restrictions setting is enabled, page-level view and edit restrictions are removed during the transition to the final state (if present in the workflow).
For an active workflow, the following space workflow utility options are available in the space
Clear Document Activity (in the dashboard ellipsis menu)
Removes the document activity on the pages and blog posts in the space.
Initialize states (icon in the active workflow Actions options)
The Reindex workflows of imported spaces option is displayed whether the space workflow is active or inactive. This option can be used after importing the space from another Confluence Cloud space.
Add a space workflow using the page workflow byline breadcrumb
On a page or blog post
choose the Add Workflow byline breadcrumb in the content sub-title
select Add Workflow to this Space
This opens the space document management dashboard.
Make a workflow active and add it to all the documents in the space by moving the grey slider next to the workflow name to the right. The slider is blue when the workflow is active.
The space workflow overrides any previously applied page workflows. You can initialize the applied workflow's state for the documents.
Add a space workflow using the page tools menu option
On a page
open the page tools menu
choose Add Page Workflow
In the Add workflow dialog box
select the right-hand option
choose Next to open the space document management dashboard
Make a workflow active in the dashboard and add it to all the documents in the space by moving the grey slider next to the workflow name to the right. The slider is blue when the workflow is active.
The space workflow overrides any previously applied page workflows. You can initialize the applied workflow's state for the documents.