Configuration |
Screen Location: Confluence Administration → Comala Document Management section → Configuration
Overview
The global Comala Document Management configuration screen is used to set global configuration options for the behavior of Comala Document Management, including workflow visibility for users.
Configuration
Some of these settings can be overridden at the space level on a space-by-space basis—see Configuration - Space Tools.
You can also configure Security options. This includes setting the spaces where workflows can be applied or restricted.
Setting | Options | Notes |
|---|---|---|
Workflow Activity and Drafts VisibilityWho can see workflow activity and unpublished drafts? See also: | Space Administrators and Page Editors | Default: Recommended for most use cases. Unpublished drafts and activity reports will not be visible to users who can otherwise usually be able to view the content. |
Anybody | Anyone who can typically view the content can view drafts and activity reports. They will also be able to take part in Content reviews (v4.6+). | |
Default Tasks ModeWho can complete tasks? See also: | Strict | Only the task assignee or task creator. |
Lenient | Default: Recommended for most use cases. Any user who can edit the page/blog. | |
State's Task BehaviourWhat happens to incomplete tasks from the current state if the workflow transitions to a new state? See also: | If the page state changes, open tasks will be closed | Incomplete tasks will be closed. |
If the page state changes, open tasks will be moved to a new state | Default: Recommended for most use cases. Incomplete tasks will be copied to the new workflow state. | |
Approval CommentMandate reviewer comment when Approving or Rejecting content? See also: | Optional | Default: Recommended for most use cases. Comment is optional. |
Required | A comment must be added during content reviews. | |
Page Update Reset ApprovalIf an approval (content review) is in progress, what effect does editing the content have? See also: | Reset | Default: Any existing Approve/Reject decisions will be reset. |
Ignore | Existing Approve/Reject decisions will be retained. | |
Published View Macro TransformWhich version of content should the include and excerpt-include macros show? See also: | Enabled | Default: Recommended in most use cases. Use the published version if available; otherwise, use the latest version regardless of workflow state. |
Disabled | Show the latest version, regardless of workflow state. | |
Document Actions Dashboard*When enabled, any pending document actions for the current user are displayed on the Confluence dashboard. | Enabled | Default: Displays the current user's pending document actions (assigned tasks, assigned approval reviews) on the Confluence dashboard. |
Disabled† | The current user's pending document actions are not displayed on the Confluence dashboard. | |
* The Document Actions Dashboard is available from Comala Document Management v6.14.0 | ||
Enable Usage Statistics and Enable Comala Document Management Migration Assessment
By default, anonymous usage statistics are enabled. These are sent to Comalatech to help improve the product.
You can also enable the Comala Document Management Migration Assessment to collect and store usage data, which can be copied and added to a support request.
Setting | Options | Notes |
|---|---|---|
Enable Usage Statistics | Checkbox (Default: checked) | When enabled, anonymous usage statistics will be sent to Comalatech to help improve the product. |
Enable Migration Assessment data storage | Checkbox (Default: checked) | When enabled, the Comala Document Management Migration Assistant will collect and store usage statistics. |
User Onboarding
User Onboarding only works for a new Comala Document Management app installation.
Check the Enable Onboarding box to enable an option for a user to undertake an app tour and access tips.
This is accessed via a message notification on a page. The user can disable the notification using an option in the message box.
Setting | Options | Notes |
|---|---|---|
User Onboarding | Enable Onboarding
Display top bar Link
| When enabled (checked):
|
Enable/display workflow translator
V7.1.0 DATA CENTER V6.18.0 SERVER
Check this option to turn off the display of the workflow translator option in the workflow builder for all users, for example, using the workflow builder visual editor.
By default, workflow translator is displayed when accessing workflow builder in the global workflows templates dashboard; space workflows dashboard and when editing a workflow added as a page workflow. Workflow translator
The workflow translator translates a server/data center workflow into a cloud-compatible JSON workflow template.
Setting | Options | Notes |
|---|---|---|
Workflow Translator | Show the Workflow Translator
| When enabled (checked), the workflow translator option is displayed in the workflow builder. |
Security
Setting | Options | Notes |
|---|---|---|
Space WorkflowsWhich spaces can use Space Mode? | List of spacekey | A list of comma-separated space keys Leave empty for no spaces, or specify |
Page WorkflowsWhich spaces can use Page Mode? | List of spacekey | A list of comma-separated space keys Leave empty for no spaces, or specify |
Workflow Importer GroupSpace admins in the specified group are allowed to import workflows. See also: | User group | Set as confluence-users to allow all space admins to import workflows. After a workflow is imported, it can be used just like any other workflow; the restriction only applies to the import action, not subsequent use. Make sure you enter a valid user group name. |
email Any AddressWhich email addresses can you use in the {send-email} macro? See also: | Disabled | Recommended in most use cases. Only email addresses associated with a registered user account |
Enable | Use any email address |
Loop Watchdog
These settings are used to detect infinite loops and terminate any offending workflows. It's recommended to leave the default values.
Likely causes of infinite loops include:
cyclic or recursive use of the set-state macro
cyclic use of the
due dateparameter on the state macro.
Setting | Options | Notes |
|---|---|---|
Maximum EventsIf this amount of events is exceeded on a single page by a single user, the threshold timer will start (see below). | Number | Default: |
Time Threshold (seconds)If the Maximum number of Events is exceeded for this time, the loop will be treated as infinite, and the process will be terminated. | Number | Default: |
Administrative Events Logging
Comala Document Management events are logged in the Confluence Audit log.
