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Space Administration
Choose Space Settings>Content Tools>Document Settings>Manage Pages>Document Approval to open the Document Approval dashboard.
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Choose the slider to enable the Basic Approval Workflow for the space
Image RemovedImage AddedEnabling the workflow adds and applies the workflow to all content in the space and access to workflow Utilities options.
Image AddedUtilities
When the workflow is enabled you can choose to
Reindex Approvals for a migrated cloud space or space import
Initialize states for the applied workflow
- clear Approval History
Clear Document Activity for all the space content
- Reindex Approvals for a Migrated space
Initialize states
Initialize states can be used to set all content to be in one state of the Basic Approval Workflow.
Image RemovedImage AddedClear
Approval HistoryApproval HistoryDocument Activity
Document Activity can be cleared for all the content in your space that currently or previously had a workflow applied.
Image RemovedImage AddedYou will need to confirm the clearing of the Approval History document activity as this action cannot be undone.
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Migrated space
The option option Reindex Workflows should be used whenever a space is imported/migrated.
You can choose to reindex approvals. This will re-enable Approvals approvals in a migrated or imported space from another cloud site.
Image RemovedImage AddedThis is the final step in the the migration/import process.
Otherwise, Comala Document Control Approval workflows may not work on the added pages after the import/migration has been completed and workflow history document activity may display document states as 'not initialized'.
Approval historyDocument Activity is linked to original users and is not transferred with the migration.
You will need to confirm the reset of Approvals as this action cannot be undone.
Image RemovedWorkflow History (Backup)
When upgrading or downgrading the Comala Document Management family app, for example, changing from the Comala Document Approval app to the Comala Document Control app to avoid data loss you need to backup the approval (or workflow) history for each space before removing the current app.
Image RemovedChoose Back up to export the approval history for content in the space.
The date, time, and the user who created the Last Export of a backup are added to the Document Approval dashboard.
Image RemovedYou can view the details of the last export by choosing Image Removed
Image RemovedThe approval history export is added as a .json file attachment to content in the space with an added Comalatech workflow.
Image RemovedDo not confuse this file with the Approvals Report that is in a separate tab.
The Last Export of a backup of the approval history (or workflow history) can be restored after installation of the new app by choosing Load.
The last import of the approval history is added to the Document Approval dashboard.
Image RemovedYou can view the details of the last import by choosing Last Import
Image RemovedChoose Last Export to view details for the last export of the workflow history.Image Added
Related pages
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