Overview
A workflow codifies a business or compliance process into...
The following workflows are included as templates in the space settings document management dashboard in all your spaces:
Custom workflows can also be created in a space to meet your business, team, or project needs.
States and transitions
These define the milestones (states) and routes between them (transitions) of your process. Transitions can take place based on content change, a content review, or a trigger action.
Content Reviews
Content reviews (known as approvals) are key events in the content production lifecycle. Reviewers check the content and decide whether to approve or reject it. Based on this decision, the workflow moves the content to a new workflow state - a content review transition. For some reviews, you can assign one or more users as reviewers.
Workflow Triggers
Workflow triggers can be used to add flexibility to your workflow. On a workflow event, a workflow trigger can change a workflow state; send a custom email; or add a custom on-screen message notification for your users.
As users interact with content and the workflow, events are sent, such as a state change, an approved review decision, or a task assigned. One or more workflow triggers can be set to listen for an event, such as a state change to a specific state. When the event occurs, the trigger can set one or more actions. These include sending a custom email, setting a message, or changing the state. You can use these triggers to augment the content production process and automate workflow transitions.
Workflow Parameters
Workflow parameters can help manage your reviewers or expiry dates for your approved pages. By using a workflow parameter, your workflow can dynamically adapt to changing situations.For example, you want to use the same workflow in different spaces, but each space uses different team members as workflow approval reviewers
users or user groups can be added as a value for a workflow parameter, for example, the Team_Reviewers workflow user parameter
the workflow approval is configured to assign users as reviewers using the value of the named workflow parameter, retrieved using the @Team_Reviewers@ value reference
the parameter value used by the workflow is set by the space administrator in the document management space settings in each space when the workflow is active
The included Quality Management System Workflow uses a workflow parameter value to assign reviewers to the approval in the In Approval state.
You can edit a custom workflow to add one or more workflow parameters. When adding a workflow parameter, you can select one of several data types for the value. string workflow parameter value is a string of characters user workflow parameter value is one or more Confluence usernames group workflow parameter value is one or more Confluence group names duration workflow parameter value is a period or set date list workflow parameter value is a list of values that are options for the value of the workflow parameter You can create and edit workflow parameters using workflow builder. You cannot use a workflow parameter as a value for another workflow parameter.
Workflow template
A Comala Document Management workflow can easily be edited or created using the workflow builder visual editor. The visual editor can also be used to inspect an existing workflow. Each workflow is scripted using JSON code and is stored in a template. The workflow template can be edited in the code editor. Changes made in one editor are automatically updated in the other editor. A workflow template can be added and applied to an individual page, or, more usually, in production mode, the space administrator adds and applies a workflow to all documents in a space.
Workflow code editor
