Overview
To access the Comala Document Control admin screen for a space choose Document Control from the space tools menu
:.
Choose the Document Control tab initially selected:
(if not already selected) to display the space Document Control dashboard.
| Table of Contents | ||
|---|---|---|
|
Space admins and administration
As a space admin you can
apply a workflow to all content in the space (space mode application) using the Document Control dashboard.
The Document Control dashboard allows a space administrator to
select the space workflow using the Change Workflow button
disable or enable a space workflow for the space using the check and slider button next to the workflow name
Edit the current space workflow template using workflow builder
Once the workflow is enabled, a space administrator can
Initialise States for a space workflow with when being initially applied or at any required point in the documentation development
The space admin can also choose to Clear Workflows History for all workflows in the space, This will clear the workflow history for all pages and blog posts. However, the user will be prompted for a global Confluence admin username and password to complete this action.
Only one workflow can be enabled in the space Document Control dashboard. This workflow is applied to all the content in the space.
| Tip |
|---|
The current workflow in the space can be edited using workflow builder to filter its application by the content label. |
Editing the space workflow
| Info |
|---|
Comala Document Control allows limited editing of the installed workflows bundled with the app. The customization is localised to the current space. Full customization and/or creation of a workflow is available in the Comala Document Management app. |
Editing the space workflow is through the
The workflow can be customized for use in the current space
add a content label filter to filter the application of the workflow
customize workflow state names, descriptions and state colors
customize an approval in a state
edit the decision button names (Approve/Reject) displayed in the workflow popup
enable the addition of descriptive roles in the workflow popup for an assigned reviewer
enable/disable the addition of a read confirmation request on workflow transition to the final published state
add custom page header and footer to be displayed on pages and blog posts that have the workflow applied
| Tip |
|---|
The page header and footer can each be configured to be displayed for users with either Confluence view or edit permission |
Changes in workflow builder will only affect the current chosen workflow template for application in space mode
for the current space.
any changes to this workflow cannot be saved for use in other spaces
workflows applied in page mode in this space (if allowed) by a user cannot be changed by editing the workflow in this way
If you
choose Change Workflow in this screen all edited changes to the previous workflow will be lost.
In the app global configuration spaces can be set to allow/restrict the use of Comala Document Control workflows - either applied as a space workflow or as a page workflow in a space.
At space level, adding a space mode workflow will override all page workflows added by users to an individual page or blog post.
Space admins can configure the space workflow to be applied to
specific content by using a content label
filter in the workflow. Any pages or blogposts that do not have the content label
will not have the active workflow in the space Document Control dashboard applied
can have a page workflow added to each individual page
Administration
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|