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Adding the macro to a page

Edit the page and type /doc and select the document approval macro option.

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By default the macro displays the current approval workflow state name and the approval in the state.

Select the macro and choose the pencil icon to open the macro editor.

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By default the macro displays the current state name for the approval workflow and the approval in the state.

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Select the macro and choose the pencil icon to open the macro editor.

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Info

The following macro options are redundant when using the macro to display approval information for an applied Comala Document Approval workflow

Configuring the macro

The macro can be configured to display approval information on the page.

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Approval information can be displayed for the current state if the State dialog box is left empty, or for a single named state added to the State in the macro editor.

Check the macro editor checkboxes to display

  • the overall status for each approval in the state (Pending, Rejected, Approved)- Show status

  • the reviewers for each approval by checking one or both

    • Show reviewer avatar

    • Show reviewer name

  • the current status of each reviewer’s decision for the approval (Pending, Rejected, Approved, Approved and Signed, Unassigned) - Show status

  • the date each reviewer’s last action (if any) - Show date

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If a state is not specified in the macro editor, transitioning the approval workflow to a different state will display the approval information for the new approval state.

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No approval in state

The document approvals macro will display the following message when in the Approved state if no state is specified in the approvals macro.

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Setting a state in the document approvals macro editor displays the approval information for that state, irrespective of the current approval state.

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Exporting content to pdf or Word

The approvals macro table of information is included when exporting to pdf or Word.

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Info

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Reviewer avatars are not exported.

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In the pdf and Word export the date (if included in the macro configuration) is in UTC format.

Use with other macros

Info

The document approvals macro is compatible with the Confluence Page Properties macro and the Page Properties Report macro. One or more document approvals macro as a table value in the page properties macro