Appfire Docs+ Slack integration

Overview

The Appfire Docs+ app provides two-way integration for Slack and Confluence.

Docs+ streamlines communication offering real-time updates, and enhances collaboration. The Comala Document Management integration with the Docs+ app can be used to

This integration supports optimization of your document management and control, cross-functional collaboration, and aligns with modern workflow practices, increasing document management efficiency.

Requires Comala Document Management Data Center v7.3.0 or later in your instance and the Appfire Docs+ app.

Slack integration

Appfire Docs+ must be

  • installed and set up in your Confluence instance

After installation of the Appfire Docs+ app you need to

  • sign in with Slack in your Slack Workspace

  • create an application link for your Confluence instance

  • connect your Confluence user account to your Slack user

Refer to Appfire Docs+ installation and set up guide.

On installation and set up of the Appfire Docs+ app you can

Custom Slack messages can be generated using a workflow trigger listening for a Comala Document Management workflow event in an applied workflow. The workflow trigger uses the send-slack-user macro.

Enabling Slack notifications sends Comala Document Management default workflow notifications as Slack messages to associated users (approval assignees).

Add custom Slack messages

A custom Slack message can be sent using the send-slack-user action macro in a workflow trigger.

In an applied workflow

  • the workflow trigger listens for a Comala Document Management workflow event, for example, pageapproved

  • on the workflow event, the send-slack-user macro, in the body of the trigger, creates and sends a message to one or more named users

Workflow setup

The send-slack-user macro is available from Comala Document Management Data Center v7.3.0 or later.

In your Confluence instance

  • create a new space (or navigate to an existing space)

In the space

  • go to Space Tools > Document Management

In the document management dashboard open the workflow builder

  • choose Create workflow

In the visual editor

  • choose the markup editor toggle { } option

  • replace the existing workflow markup in the Workflow Schema dialog box by copying and pasting the following markup

{workflow:name=my workflow} {state:In Progress|approved=Approved} {approval:Review|assignable=true} {state} {state:Approved|final=true|updated=In Progress|hideselection=true} {state} {trigger:pageapproved|approval=Review} {send-slack-user:user=@user@|subject= approved: @pagetitle@} The page @page@ has just been approved by you. {send-slack-user} {trigger} {workflow}
  • Save the workflow in the workflow builder

  • Exit to return to the space document management dashboard

Enable and apply the workflow in your space.

On a page, an approval transition from the In Progress state to the Approved state sends a Slack message to the current user.

Value references, for example, @user@, @pagetitle@, are valid in the send-slack-user macro subject and body. You can also add emoji markdown and some HTML markup elements

For example, the trigger below:

{trigger:statechanged|state=Approved} {send-slack-user:user=@creator@|subject=:white_check_mark: Page approved: @pagetitle@} :unicorn_face: Congratulations, this [page|@page@] has been approved!! @page@ Approved by @user@ on @Review>approvaldate@. Comment: @Review>approvalcomment@ {send-slack-user} {trigger}

Generates the following Slack message on the transition to the Approved state in the applied workflow.

Configure Slack Notifications

Slack messages can be configured to be sent for the default workflow notifications. The Slack notifications option can be set in

The space configuration, if set, takes precedence over the global configuration.

Global notifications configuration

In the app global Workflow Notifications configuration dashboard

  • choose Edit

  • check the Slack notification option

  • Save

When enabled, the default workflow notifications for the instance are sent to associated Slack users using the Appfire Docs+ app. For example, if State Expired Notifications is enabled and a due date added to the Published state in a workflow reached, the following Slack message is sent.

Notifications settings can be set for each space using the space tools Notifications dashboard. The space configuration overrides the global notifications configuration.

Space notifications configuration

In each space document management Notifications dashboard

  • scroll down to the Slack Notification option

  • choose Enabled from the dropdown option

The default workflow notifications, when enabled in the space, are sent to associated Slack users using the Appfire Docs+ app.

For example,

  • Task - Assignee when enabled, sends a Slack message to the task assignees for each workflow task-related event

  • Read Confirmation when enabled, sends a Slack message to read confirmation assignees for each workflow-related read confirmation event

Space notification configuration settings override the global notifications configuration.

Related Pages

Appfire Docs+

Comala Document Management