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Only one workflow can be active on an individual page or blog post at any one time.

A workflow can be added and applied to an individual page or one workflow can be applied by a space administrator to all the pages and blog posts in a space.

Using the workflow on a page

When a workflow is added and applied to a page or blog post the workflow automatically defines the page or blog post to be in the initial workflow state.

A workflow state status byline is added to the page indicating the current workflow state.

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A user's key interaction with the workflow added to content is through the workflow popup accessed using this breadcrumb.

Content can be can be moved (transition) from the current workflow state to a destination state using the workflow popup

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A single workflow state can be set as the final state for the content. The page or blog post in this state is usually your approved content for wider audience consumption.

The available transition from the current state is displayed in the workflow popup.

The transition can be based on one or more user approval decisions (approve/reject). This lets your reviewer(s) focus on the approval decision itself as the state change is configured in, and managed by, the workflow.

You can create a workflow that includes a state transition requiring the user to manually select the destination state using the workflow popup.

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Other transitions can be actioned automatically by the workflow for example

  • on updating the page or blog post

  • on the expiry of a due date for the page or blog post whilst in a specific workflow state

Transitions can also occur based on other workflow events by editing a workflow to add one or more JSON triggers to a workflow.

A workflow added to a page cannot be edited on the page. A workflow can only be customized by editing a workflow in the space settings Document Management dashboard.

Comala Document Management workflows

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Info

Comala Document Management only allows one space workflow to be active. This maintains the requirement that only one workflow can be active on any individual page or blog post at any one time.

Using the workflow on a page

When a workflow is added and applied to a page or blog post the workflow automatically defines the page or blog post to be in the initial workflow state.

A state workflow byline is added to the page indicating the current workflow state.

...

A user's key interaction with the workflow added to content is through the workflow popup accessed using this breadcrumb.

Content can be can be moved (transition) from the current workflow state to a destination state using the workflow popup

...

A single workflow state can be set as the final state for the content. The page or blog post in this state is usually your approved content for wider audience consumption.

The available transition from the current state is displayed in the workflow popup.

The transition can be based on one or more user approval decisions (approve/reject). This lets your reviewer(s) focus on the approval decision itself as the state change is configured in, and managed by, the workflow.

You can create a workflow that includes a state transition requiring the user to manually select the destination state using the workflow popup.

...

Other transitions can be actioned automatically by the workflow for example

  • on updating the page or blog post

  • on the expiry of a due date for the page or blog post whilst in a specific workflow state

Transitions can also occur based on other workflow events by editing a workflow to add one or more JSON triggers to a workflow.

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Workflow with e-signature authentication for approval reviewers

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