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Data Refresh - Space Tools

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Overview

Pages and blog posts automatically update their data for the following document management reports

However, sometimes the data is not updated if there are some unexpected errors or a lack of edit permissions by the user that triggers the update.

In those cases, the data in the space for the reports can be manually populated by running a space-level job using the Refresh Data screen in the space tools Document Management dashboard.

cdmdc_datarafresh_spacetools__docapprovalsadded.png

This option complements the option to run the space-level data refresh of page workflow properties through the URL.

For Comala Document Management v7.2.3 and earlier, use the Report Data Population tab.

When would I want to use this?

The data refresh option can be used to populate space properties data for the workflow properties for your pages and blog posts in a space if there are unexpected errors in Comala Document Management reports and report macros.

In addition to a whole space refresh of data, each workflow report and report macro (from v7.3.0) includes an option to Refresh Data for the report whilst viewing the report.

cdmdc_datarefreshsection_reports_reportmacros.png

To display this in-report data refresh option, hover over the displayed data in the report.

Running the space data refresh

In the space tools Document Management dashboard

  • choose Data Refresh option

  • choose the Data Refresh button

Before running the space data refresh job, all workflows must be enabled or the existing data of pages and blog posts is not included in the report.

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