| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Workflow History
To view the record of who has approved or rejected the current page select Workflow History from the page tools menu (ellipsis menu).
All approvals and rejections together with comments and expirations will be recorded in the page workflow history.
| Info |
|---|
If a user has been disabled or deleted the workflow history will display the users username and the default avatar. The username name is the stored user display name for the instance. |
The current Workflow History can also be viewed by
choosing the page tools menu Attachments option
choose the Workflow Report tab
.png?version=1&modificationDate=1694771315558&cacheVersion=1&api=v2&width=442)
No Workflow Report tab is displayed if there is no active workflow on the content and workflow history was removed/no workflow had been previously applied.Document Activity
The Document Activity is a report of the workflow related changes for a page or blog post.
The document activity report shows the workflow lifecycle activity on the page or blog post. The chronological report can include for each listed document activity
changes of workflow state including the destination state
the user who undertook the document activity
the type of document activity - approval decision, reviewer assignment
the date and time of each listed document activity
the document version at the time of each document activity
If the activity is actioned by the workflow, the app icon is displayed. For example,
the expiry of a due date for a state
a transition caused by the expiry of a due date
when an approval takes place, the transition based on the approval decision is shown as being undertaken by the workflow.
A link to the Confluence document version at the time of the event is included for each individual document activity.
Viewing the document activity report
The Document Activity for a page or blog post can be displayed by choosing Document Activity in the
page tools menu
workflow popup ellipsis menu
Document Activity can also be displayed using the Activity Report button in the workflow popup if the page or blog post is currently in the final state.
If there is no active workflow on the content but
A user with edit or admin permission can clear the workflow history for a page by deleting the Workflow History attachment.
Space admins can also choose to remove workflow history for all content in the space using the Clear workflow history option in the space settings Document Management dashboard.
Document Management Workflow Report for the space
To see a report for the entire space choose the Workflow Report link on the left sidebar. This space report can be filtered by the current status or by approvals that are assigned to you as the current user.
accessed in the Custom Contents screen for the page.
In the page tools menu
choose Attachments > Custom Contents
In the Custom Contents screen
choose the Comala Document Management tab
The Document Activity report is listed as a custom content item for the page. You can choose the Document Activity item to view the report.
The Document Activity item is displayed with
its Creation Date (identifies the date and time of the last document activity)
the Creator (the Comala app user - 'CC' )
The Delete action removes the recorded document activity from the page.
Delete can be used by a user with edit or admin permission to delete the Document Activity
The Document Activity item will not be available in the Custom Contents screen if the page has no active workflow and the document activity was removed/no workflow had been previously applied.
| Info |
|---|
If a user has been disabled or deleted the document activity will display the username and the default avatar. The username name is the stored user display name for the site. |
Document Report
The Document Report lists all the pages and blog posts in a space report that currently have an active workflow applied.
To view the Document Report the user must have at least space administrator permission for the space.
To view the Document Report
choose the Comala Document Management option in the Confluence sidebar menu
The Document Report can be filtered by the current workflow state for a workflow on a page or blog post using the displayed buttons for each state.
My Pending Approvals
You can see the approvals that are assigned to you in the current space in the workflow report.
If there are multiple approvals in a state the reviewer avatars are replaced by the named approval avatar. Choose the approval avatar to view the assigned reviewers for an approval.
When there are multiple approvers assigned choose a reviewer to view details of all the reviewers for the approval.
The approver list is read-only. You can sort and filter the display.
You can also use a search filter on the Confluence search to find pages that are assigned to a specific person (see below).
Document state macro
Add the document state page macro to display one or more of the current workflow state; the date of the change to the state; and the state expiry date (if a state expiry has been added).
The document state macro is compatible with the Confluence page properties macro and page properties report macro.
Document approvals macro
Add the document approvals macro page macro to display information for approvals in a selected workflow stat. The macro can be configured to display the overall status of the approval; the approval assignees; the latest approval decision for each assignee; the date of the reviewer decision and the reviewer comment.
The document approvals macro is compatible with the Confluence page properties macro and page properties report macro.
Confluence Search Filters for Macros
Confluence provides some macros that support CQL filters, like the Content by label macro or the Page properties report macro. Comala Document Management adds a filter for "Workflow state".
REST API CQL fields
If you are searching with a separate reporting/scripting tool, for example, Reporting for Confluence from ServiceRocket or ScriptRunner for Confluence from Adapatavist, using the Confluence REST API the following field names should be used:
Field | Field name |
|---|---|
Workflow state |
|
Assigned approver |
|
Note that cw_state search is case sensitive
| Code Block |
|---|
cql=cw_approver="userID" and cw_state="Approved" |