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Overview

A Comala Document Control workflow can be added across all documents in a space.

The workflow applied to all content in a space is the space workflow. The space workflow is enabled and configured on a space-by-space basis in the space settings Comala Document Control dashboard.

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Info

As only one workflow can be active on a single document at any one time

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adding a workflow across the space will override any page workflow added to an individual document

A user with administrator permission can add a workflow across all content in a space by choosing to

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If there is an active space workflow you can change or disable the space workflow in the space tools Document Control dashboard.

Add a space workflow using the

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workflow byline breadcrumb

Choose On a page or blog post

  • choose the Add Workflow

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  • breadcrumb in the content sub-title

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  • choose the Add Workflow to this Space button in the popup

The Add Workflow to this Space is only displayed to users with admin permission for the space.

This opens the space settings Comala Document Control dashboard.

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Enable the current space workflow using the tick slider.

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The enabled workflow will be added and applied to all content in the current space.
You can choose the Change Workflow

  • the workflow state for all the pages and blog posts in the space can be set by using the Initialize states dropdown menu

  • remove all the previous workflow events and actions on the documents in the space using the Clear Document Activity option

  • configure the workflow to remove all page-level user restrictions when the page/blog post moves to the workflow final state

Tip

The current space workflow can change by using the Manage Workflows button to open the workflow picker and select

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one of the other two workflows.

Add a space workflow using the page tools menu option

On a page or blog post

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  • select the right-hand option to

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  • apply the workflow

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  • to all the pages in the space.

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  • choose Next

This opens the space settings Comala Document Control dashboard.

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Use the slider to enable the current workflow (Basic Approval Workflow) or if required change the current space workflow.

  • choose Manage Workflows to open the workflow picker

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  • select the workflow to be applied

  • choose Apply

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Info

The Content Expiry and Quality Management System workflow include workflow parameters. The value for these parameters can be set in the dashboard. Values set are used by the workflow on its application to the pages and log posts in the space

  • the Expiration parameter value is used set the due date for the Approved final state in an applied Content Expiry workflow

  • the Document User Reviewers and Document Group Reviewers parameter values are used to set the workflow assigned reviewers for the approvals in the Draft and In Approval states in an applied Quality Management System workflow

After changing the space workflow, you may need to enable the new space workflow using the slider to apply the workflow to your space content.

Add a workflow to all content in the space using space tools

Open the space settings Document Management dashboard and enable the current space workflow using the tick slider.

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The enabled space workflow is automatically applied to all the documents in the space.

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If a page workflow was previously applied to

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an individual document the space workflow will override

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the page workflow. Disabling the space workflow will reenable any previously applied page workflow.

Info

Users with only view and edit permissions for the space will only view the option to add the workflow to an individual page if no space workflow is enabled. These users will not be able to access the space tools Document Control dashboard.

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