null


Skip to end of banner
Go to start of banner

Workflow Parameters

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

Overview

Workflow parameters allow you to add dynamic information as a parameter value to your workflow  – they are placeholders for information located elsewhere.

One or more editable workflow parameters can be added to a custom workflow. Their values can be changed at the space level. Each time the workflow encounters the workflow parameter, for example in a trigger action,  the value is retrieved.

Workflow parameters can help manage your reviewers or expiry dates for your approved pages. Your workflow can dynamically adapt to changing situations by using a workflow parameter.

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

  • the workflow approval is configured to assign users as reviewers using the parameter value

  • the parameter value used by the workflow is set in the space document management dashboard in each space

The included Quality Management System Workflow uses a workflow parameter value to assign reviewers to the approval in the In Approval state.

Where can they be used

You can use parameter references in the following situations

  • in workflow approvals for the values of reviewers

  • in workflow states as a value for state expiry

  • trigger actions that support workflow parameters

Types of workflow parameter

Workflow parameters can be created in a workflow to use different data types for the content value.

Adding a string type parameter as a placeholder for a project name value using workflow parameter
  • 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.

A workflow parameter cannot be used as a value for another workflow parameter.

Example

You can use a user workflow parameter to manage the reviewers for your workflow approvals.

In a workflow, we have created the user workflow parameter named Team_Reviewers.

Editing a user parameter used as a placeholder for approval reviewers with workflow builder
  • it has been created with a value that is the users Suni and Matilde

In the Approval content review, add the name of the workflow parameter as reviewers.

editing an approval using workflow builder to add reviewers using a workflow parameter as a value reference

Here we have configured the approval to use the workflow parameter value to set all the reviewers that must approve.

The added workflow parameter name is enclosed in the @ symbol.

The workflow parameter added to a workflow appears as an option in the dialog box when typing "@Tea…"

When the workflow is applied to the content, the value(s) of the @Team_Reviewers@ workflow parameter is added to the workflow popup. These are the users who must undertake the content review.

In the space settings Document Management dashboard the number of parameters defined in a workflow is displayed when the workflow is enabled for the space.

cdmc-spacedocumentmanagementdashboard_customworkflow_active_with3parameters.png

The values of the workflow parameters used in the current space are edited by choosing the @ Parameters lozenge.

cdmdc_spacewf_parameters_button.png

@ Parameters is only displayed if the workflow includes at least one workflow parameter and is active in the space document management dashboard. The workflow parameter default value can be changed by editing the workflow template.

Choose @ Parameters to display all workflow parameters in a dialog box.

The changed value is used when a workflow event next encounters the workflow parameter, for example when the workflow is applied to a new page created in the space.

This allows the use of a workflow in different spaces but with different values for the reviewers in each space; for the project team or the expiration due date.

You can add workflow parameters for each team of reviewers or expiration due dates for a different workflow state. This allows the management of your document process locally, changing the values for the workflow parameter for each space without creating a different workflow for each space.

If the workflow is added as a page-level workflow, the value of the workflow parameter can be edited using the page tools menu option, Manage Workflow Parameters.

Related pages

  • No labels