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Document Management dashboard

On creation of a new space, by default, no workflows are added to the Document Management dashboard*. Space administrators can add any global workflow enabled by the global administrator to the Document Management dashboard or create a new workflow in the space using workflow builder.

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A workflow can be added from the global workflows dashboard

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Global scope workflows are added as an active workflow in the space. They cannot be disabled in the space but a space administrator can remove them from the space.

Space scope workflows can be enabled or disabled by the space administrator.

* A global scope workflow can be added automatically on the creation of a new space by using a space category workflow configured in the global workflows dashboard.

Page Workflow Templates dashboard

All active global workflows are by default added to the dashboard. A space administrator can remove disable these global scope workflows or make a copy to edit. Copies can be enabled or disabled.

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Enabled workflows are available for users to add a copy to an individual page. Once added to the content, this copy of the workflow becomes unique to the content. Editing the workflow template on the page does not affect the source workflow template in the dashboard.

Modes of application

There are two different ways (or modes) in which workflows can be applied within a space.

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