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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 from the current workflow state to a destination state using the workflow popup - a transition.
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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.
Page editors can view the workflow changes for each page using the Document Activity option from the page tools menu.
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The Document Activity option is displayed in the page tools menu only when a workflow is active on the page.
Comala Document Management workflows
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A space administrator can manage and apply a workflow to all documents in a space using the space settings Document Management dashboard.
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If there is no enabled workflow in the dashboard, a workflow can be applied on a page-by-page basis in the space. |
The installed workflows are
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individually add a copy of a workflow to a single page or blog post post on a page-by-page basis(page mode workflow)
add and apply a workflow across all the documents in the space (space mode workflow)
Space mode workflows allow greater central management of your content and are the recommended way to add and apply a Comala Document Management workflow for use in a production environment.
You can apply different workflows to separate individual pages in a space only if there is no active space mode workflow in the space. If a space workflow is active, this will, by default, be applied to all the pages and blog posts in the space including pages and blog posts that have previously had page mode workflow applied.
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.
...
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 from the current workflow state to a destination state using the workflow popup - a transition.
...
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.
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.
Page editors can view the workflow changes for each page using the Document Activity option from the page tools menu.
...
The Document Activity option is displayed in the page tools menu only when a workflow is active on the page.
Add a workflow to an individual page or blog post
Once Comala Document Management app is added to your instance you can
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Each of the included workflows can be customized using the workflow builder visual editing tool . You can also use workflow builder to create your own custom workflowsor build a custom workflow for your own needs.
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Workflow builder visual editor allows you to
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A new custom workflow can be created or an existing workflow customized using workflow builder visual editor or the code editor in the space settings Document Management dashboard. Changes made in one editor are automatically updated in the other editor.
Workflow builder also allows you to toggle between the visual editor and the code editor using the editor option icons.
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Changes saved in one editor are automatically updated in the other editor.