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Overview

You can use workflow builder /wiki/spaces/CDML/pages/14257225774 option (from v6.17.10+) to translate the server workflow into cloud compatible JSON that can be copied and pasted into the app JSON editor in the cloud app instead of creating a new workflow from scratch in cloud.

If required, the workflow can then be customized further in the Comala Document Management Cloud app using

Some workflow elements and parameters cannot be currently translated by the /wiki/spaces/CDML/pages/14257225774. If available in cloud, they will have different functionality, for example, /wiki/spaces/CDMC/pages/13928824953 and /wiki/spaces/CDMC/pages/13893795847. These will need to added to the workflow in the cloud site.

It is not possible to use the Atlassian migration tool to migrate your existing Comala workflows from Server. You must install and license the Comala Document Management for Cloud and manually create any custom Comala workflow in your Cloud instance using

Info

Differences between our server and cloud apps are listed in a /wiki/spaces/CDML/pages/6674974106. The workflows bundled with the Comala Document Management for Cloud app have different functionality compared to the bundled workflows in the server/data center app. Please ensure you review the functionality of these workflows in cloud.

Workflow translator for cloud

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colourGreen
titlev6.17.10+

In server/data center, a workflow can be translated to cloud compatible JSON code using the /wiki/spaces/CDML/pages/14257225774 option in workflow builder.

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Server/data base workflow features that cannot be translated are listed in the Messages dialog box.

The cloud compatible JSON code can be copied using the Copy option. This can be pasted into the cloud app code editor in your cloud space.

Info

Some elements and parameters not translated by the server /wiki/spaces/CDML/pages/14257225774 Workflow Translator for Cloud tool can be created in cloud, for example triggers and workflow parameters, as these have different features and functionality in the cloud platform.

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Further functionality is planned to added to the /wiki/spaces/CDML/pages/14257225774 during the remaining quarters of

Status
colourGreen
title2023

Using Workflows Translator for Cloud

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In your server instance open workflow builder for your workflow.

When enabled as a dark feature for your server instance, /wiki/spaces/CDML/pages/14257225774 Workflow Translator for Cloud is available when using workflow builder in the global workflows dashboard, the space tools document management dashboard and from a page when a page workflow is applied.

In the space tools document management dashboard open the ellipsis menu for a space workflow.

Choose Edit to open workflow builder.

Choose the Cloud Translator button.

The current workflow template markup for server is displayed in the Actual Workflow dialog box.

Info

The server workflow markup can be edited in the Actual Workflow dialog box prior to choosing to translate the workflow to cloud compatible JSON code. Changes made in this dialog box will also be retained on returning to server workflow builder visual editor and markup editor.

Choose the Translate button to translate the server workflow to cloud compatible JSON code.

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  • the cloud compatible JSON code is displayed in the Translated Workflow dialog box

  • workflow elements and parameters that have not been translated by the cloud translator are displayed in the Messages dialog box

Unsupported elements

Elements and parameters that are not supported by the workflow translator may be available in cloud but with different features and functionality. Some of these, for example, elements such as triggers and workflow

parameters and workflow

elements parameters

including approval minimum, assignable

can be added to the workflow in the cloud app visual builder or code editor.

The workflow translator

Status
titlev6.18.0+
includes the following in a warning message about different functionalities in cloud

  • approval user and group condition parameters work slightly differently in cloud

  • confluence usernames used in the workflow must be replaced with user corresponding cloudIDs

  • e-signatures availability only with time-based token

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Info

All dialog boxes in the /wiki/spaces/CDML/pages/14257225774 are scrollable if required to view all the content.

Choose the Translated Workflow copy icon to copy the cloud compatible JSON code to the clipboard.

The workflow code can be then pasted to the /wiki/spaces/CDMC/pages/6916244823 in the Comala Document Management Cloud space settings document management dashboard and saved as a new workflow in your cloud site.

Tip

Or copy and save in a text or code editor if you are translating a number of server workflows.

Invalid workflow

If the server workflow cannot be translated a warning message is displayed.

Check that the server workflow is a valid workflow. If error persists content our support team.

Add cloud compatible workflow JSON code to your cloud site

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After translating a server workflow into cloud compatible JSON, this can be copied and pasted into the app /wiki/spaces/CDMC/pages/6916244823 in the cloud app instead of creating a new workflow from scratch in cloud. Once added, this workflow can be then be updated with both the the visual editor and the /wiki/spaces/CDMC/pages/6916244823.

Add the cloud compatible JSON code

Navigate to the cloud app space settings document management dashboard.

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Choose Edit Workflow for the current space workflow.

Tip

To avoid overwriting an existing cloud workflow, choose one of the workflows installed with the cloud app using Manage Workflows. These installed workflows cannot be overwritten and the editor will save any any changes as a copy.

Select Use Code Editor.

The /wiki/spaces/CDMC/pages/6916244823 is only available in the cloud space settings document management dashboard.

The Workflow schema code for the current space workflow is displayed.

Highlight all the code in the dialog box and delete.

Paste into the empty Workflow schema dialog box the cloud compatible JSON code copied from the server workflow builder /wiki/spaces/CDML/pages/14257225774 option

The pasted cloud compatible JSON code will not overwrite the existing space workflow if this was one of the workflows bundled with the app. If you have chosen to edit a custom workflow ensure that the pasted code has a different workflow name to avoid overwriting this workflow.

Choose Apply.

The translated workflow is added to the space settings document management dashboard as the current space workflow.

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Info

This workflow will also be available in the workflow picker for the current space.

The new workflow will not include any of the workflow elements and parameters listed in Messages dialog box in the server workflow builder /wiki/spaces/CDML/pages/14257225774.

You will need to review your cloud workflow and edit the workflow where appropriate to meet your process needs in cloud including

On our example workflow the following elements and parameters were listed in the in Messages dialog box in the /wiki/spaces/CDML/pages/14257225774.

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The following elements are not supported:

workflowparameter

  • trigger

The following parameters are not supported:

approval

  • selectedApprovers, minimum

state

  • hidefrompath, hideselection, duedate, taskable

/wiki/spaces/CDMC/pages/13893795847 and /wiki/spaces/CDMC/pages/13928824953 are available in Comala Document Management Cloud but with different functionality. Triggers in cloud are /wiki/spaces/CDMC/pages/

6836029708

  • adding and editing triggers in workflow builder visual editor

    • The following parameters can be added in the cloud visual editor or code editor

    an

    6915524670

    /wiki/spaces/CDMC/pages/

    6916310681 to set a minimum parameter for the reviewersa /

    13893795847 although translated in the tool also have a different functionality in cloud and these should be reviewed in use and if required update/amend by /wiki/spaces/CDMC/pages/

    6915949974 to set a duedate for the expiry of content

    6836029708.

    The following parameters are not available in cloud

    • hidefrompath

    • hideselection

    • taskable - tasks are not a feature of Confluence Cloud

    There is no equivalent selectedApprovers parameter in our cloud app. But an the approval is translated to settings in cloud can be that are set to only allow selected approvers to undertake the approval. The approval can be checked using the options in the /wiki/spaces/CDMC/pages/6916310681 in cloud.

    Info

    The submit transition is not translated directly but when present in the server workflow it is created in the cloud compatible JSON code as a select transition with a single destination state.

    The capabilities of the Confluence Cloud platform are continually updated by Atlassian. We are also committed to developing our cloud apps. This includes further releases of our /wiki/spaces/CDML/pages/14257225774 on our server/data center app to support translating more workflow elements and parameters to cloud compatible JSON code.

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