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Screen Location: Space Tools → Document Management → Document Management tab
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Overview
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The space tools document management dashboard allows space admins to add and manage workflows that can be applied in the space. |
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 A space administrator can manage the available
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Space
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workflows dashboard
The Space Workflows workflows dashboard is displayed by default in the Document Management dashboard. Any space workflows added to the space will be shown. On creating a new space, this dashboard is empty by default.
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add an existing workflow from the global workflows dashboard
create a new workflow using workflow builder or the markup editor
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Space workflows Space - space workflows can be added to a space from the global workflows dashboard as either a global scope workflow or space scope workflow.
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Multiple space workflows in a space
Multiple active space workflows (with the same scope in the space and no workflow content label filters or page/blog post filter) are applied in the order in which they appear on the list in the dashboard (, with the first listed workflow will take taking priority). If a
global scope
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workflows added to the space
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dashboard are listed at the top of the dashboard
workflows of the same scope are listed alphabetically
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If a global scope workflow is one of the space workflows added to the dashboard (and does not have a content label filter), this will be workflow is applied to all the content in the space even if there are active space workflows with a content label filter. 
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Application of a workflow can be filtered by both a page/blog post content setting for the workflow and a content label filter. |
Page Workflows Templates dashboard
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copying a global scope workflow template and editing the copy (added as a space scope workflow)
adding an existing space workflow
creating a new workflow
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Page workflows A - a page workflow can only be applied by user on the content if there is no space workflow active on that content. If a space workflow is enabled for content with an existing page workflow, the space workflow will be applied. |
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ONLY one workflow can be active on an individual page or blog post at any one time.
Add an existing workflow
The available workflows include those defined in Workflows - Global, and also any from Import - Space Tools.
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This opens the workflow picker.
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The workflows displayed in the picker are the workflow templates enabled by a global administrator in the global workflows dashboard. |
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Select a workflow and choose Next.
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Choose Apply to add the workflow to the space.
If choosing Link to Global Template there is no option to Apply & Customize. A global workflow template is only editable by the global administrator.
Create a new workflow
In the Document Management Dashboard create a new workflow by
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Workflows dashboard listing
Name | Scope |
Name of a space scope workflow |
 Click on the name to open the workflow inspector to view the description and the workflow visual flowchart. Choose the tick slider icon to disable the workflow in the space. | Space |
Workflow with content label filter |
  This workflow specifies a label – it will only apply to content with that label. | Space Global |
Global scope workflow |
 You can use a workflow defined at the global level. As a space admin, if you want to edit a global scope workflow, you must make a copy of it and edit that. You cannot disable a global scope workflow in the space. You can only Remove it from the space using the option in the ellipsis menu. | Global |
See all available workflows for adding to the space by choosing Workflows - Global (← Global link only shown if you are a Confluence Admin
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Only workflows enabled by a global administrator in the global workflows dashboard will be available to add to a space. |
Space workflow options
Ellipsis/Actions menu |
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Option | What it does | As seen on... | |
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Edit | Opens the workflow editor. |
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Initialize States | Transition content to a specific workflow state in the selected workflow. Option to
See: Initialize States | Any active/enabled space scope or global scope workflow |
Copy | Creates a disabled space scope copy of the workflow. | All workflows |
Remove | Removes the workflow from the list
| All workflows |
Remove Warning
If you add a workflow to this screen by copying an existing workflow, or creating a new workflow, then removing it will actually delete it (because it only exists on the Document Management Dashboard).
You'll get a warning like this:.
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No warning will be displayed if you choose to Remove a global scope workflow. The workflow is simply removed from the current space but the template is not deleted from the global workflows dashboard.