Assign Reviewers

Assign reviewers from a list, or let the team decide
User Guide | Authoring Guide

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0

Verify Credentials

Optionally prompt reviewers to authenticate their identity
User Guide | Authoring Guide

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Track Review Process

See at a glance who's Approved or Rejected
User Guide | Authoring Guide

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Review Groups

Create layered reviews and dependencies between reviews
User Guide | Authoring Guide

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Add Tasks

Automatically add assignable tasks via the workflow, or let users add their own
User Guide | Authoring Guide

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Read Confirmation

Request read confirmation from users for published workflow content (or standalone content)

Automatically add users as readers via the workflow or let page editors add their own 

User Guide | Authoring Guide

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Set Deadlines

Add customisable deadlines to workflow states and tasks
User Guide | Authoring Guide

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Customizable Notifications

Send emails, add page banners, Confluence notifications and more...
| Notifications | Authoring Guide | Configure notifications in a space | Configure notifications in an instance | Custom notifications using a workflow trigger

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Trivial Workflow Creation

Everything you see above was achieved with this one simple script
Authoring Guide | Macros | Examples

{workflow:name=Feature Page Simple Approval Workflow 1|label=featurepage}
    {description}
A Simple Approval Workflow, a page's state can be for 'In Progress','Review', or 'Approved'.
Only'Approved' pages are visible to Read-only users.
    {description}
    {state:In Progress|submit=Review|taskable=true|colour=#ffab00}
        {task:name=Check feature definition|assignee=milo}
        {task:name=Update Milestones|assignee=suni|duedate=2020-04-01 00:00}
        {task:name=Allocate team roles}
    {state}
    {state:Review|approved=Approved|colour=#ffab00}
        {approval:Technical Review|assignable=true|roles=true}
        {approval:Design Review|assignable=true}
        {approval:QA Review|user=&suni}
    {state}
    {state:Approved|final=true|updated=Review|expired=Review|duedate=P3M|changeduedate=true}
    {state}
    {read-ack:approverRequestOption=false|changeduedate=false}
    {trigger:statechanged|state=Review}
        {set-message:style=success|duration=PT1M}
        All tasks complete!
        Review in progress.
        {set-message}
    {trigger}
{workflow}

Edit your workflow in the Markup Editor or use the visual editing tool Workflow Builder.

Workflow Builder Visual Editor

Examine, edit and create your workflows at global, space and page level with the interactive /wiki/spaces/CDMCD/pages/6969366723 and markup editor
/wiki/spaces/CDMCD/pages/6969366723 | Markup Editor

Workflow Triggers

Add flexibility and responsiveness to your document process using workflow triggers in a workflow to listen for workflow events and then generate custom email notifications; set page restrictions or remove page restrictions, set metadata values and more …

Triggers | Events | Conditions | Actions

Publishing

Publish approved content to same space, separate space and even remote servers
including Confluence Server, Data Center and Cloud

Publishing

Metadata

Set and edit metadata, and integrate with third party apps

Macros |set-metadata macro | get-metadata macro | increment-metadata macro | Metadata, Forms and Reporting Integrations

Workflow Parameters

Create and utilize your own workflow parameter value references to allow flexibile use of your workflows across different spaces and teams.

Workflow parameters | Value References | Add and edit workflow parameters using workflow builder

Full Audit Trail

Keep track of everything - including updates, read confirmation, versions, due dates and approvals using document activity report or the space document management report
Reporting Guide

Document Activity REST API to generate your own business information on workflow performance

Status
colour Green title DATA CENTER

Status
colour Green title v7 or later

With page and space endpoints, you can retrieve information on the performance and progress for your documents with an applied Comala Document Management workflow.

Use your own Business Information tools with the REST API to meet your own information needs.

Document Activity REST API

Track your own Document Management Actions for tasks and approvals

Reporting Guide / My Document Management Actions

Track the progress of your workflows on the content across your space

Reporting Guide / Macro Guide

Track the workflow activity on individual content

Reporting Guide / Macro Guide

Document activity

Fine grain filter the document activity report on a page using the Type filter by workflow actions for states; for approvals; for users (who are Actor(s) and/or Participant(s)).

Filter the document activity for specific time periods using the Date filter

Page activity

Search Integration

Add filters for workflow states, approvals and more
Reporting Guide | Developer Guide

requires Confluence 5.9 or above

Online Training

Learn how to get the most from the Comala Document Management app
Browse CoursesAsk support for details ...

Third Party Integrations

Themes, Document Exporters, Reporting, Metadata...
Integration Guides | Developer Guides

And so much more...

Check out our online guides for more information