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When creating or using a workflow template as a space workflow (space mode of workflow application), there are some additional features to consider...
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Has the workflow been properly described? |
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workflow editor in workflow builder to add and edit the workflow name, workflow description, and any instructions for the user when the workflow is first applied. |
How will the workflow be applied? |
You can choose to apply your workflow to specific content. This can be the type of content. You can then further filter the workflow application to specific documents using a content label filter.
Only one workflow can be applied to a document at any one time, but you can have multiple active workflows in a space, each using a content label filter to allow application to different documents or simply filtering application to either pages or blog posts. You can automate application of workflows by linking a global workflow to space categories or apply a workflow automatically to content by attaching a workflow to a Confluence blueprint. When there are multiple active space workflows in a space, after workflow scope (global or space scope) and content label filter, the priority of application to the content in the space is determined by the order each workflow is listed in the dashboard, with the highest listed workflow being applied (subject to workflow scope and any content label filters). Workflows are listed in order by scope (global scope first, then space scope) and then alphabetically by name for each scope. Management of the workflow order in a space within each scope can only be done by changing the workflow name. |
How will the workflow be configured? |
Workflow parameters can be added using workflow builder to give you flexibility to manage values for teams of reviewers, expiry periods and more. You can also configure the workflow to allow users to add workflow parameters (make editable). |
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Metadata can be added in a variety of ways - types include user reference and page references , workflow event references, page properties. Comala Document Management includes the set-metadata and get-metadata macros to create and retrieve metadata parameters and metadata values. |
How will reviews and notifications work? |
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What can the workflow automate or augment? |
You can configure the workflow to add and remove content labels - and use labels to select the workflow being applied. |
What can I use to inform users and the team on the documentation process? |
Users can access the page activity report or document report for the space. You can also create you own dynamic data dashboards to inform your team on Confluence pages by adding Comala reporting macros You can these macros to custom notifications! You can use CQL in the macro to create filtered reports! |