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Screen Location: Space Tools → > Document Management → > Space Workflows Document Management → > Page Workflows Templates
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Overview
The Space Workflows Templates dashboard is displayed by default in the space tools Document Management dashboard.
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If space mode is enabled, to add a space workflow to content requires the space admin to add or create at least one workflow and enable the workflow in the space workflows Document Management Dashboard.
The workflow One or more workflows can be added to the dashboard. These space workflows can be
a global scope workflow that cannot be edited by the space admin in the space
a space scope workflow that can be edited by the space admin in the space
Workflows added to the space document dashboard are listed in the following hierarchy
by scope
for each scope, alphabetically by name
If a global scope workflow is added to the space it is automatically enabled
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a global scope workflow has been added
unless the space scope workflow includes a content label filter or content type filter
Tip |
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If you need to use multiple workflows in a space, each applied to different content, then all the active workflows must have a content label filter. |
An active workflow without a content label filter will be applied in preference to any other active workflow of the same scope even if these other workflows include a content label filter.
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). As these are listed alphabetically by workflow name for each scope of workflow, the only way to change this order is by management of the workflow name in the space.
Creating a new workflow and adding to the space workflows dashboard
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Option | Icon | Notes | As seen on... | ||||
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| Opens workflow builder. Once workflow builder is open, the workflow can be edited in
| Space scope workflows ONLY | Activate |
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| Enabled workflow. Click Move slider to disable the workflow. | All active space scope workflows
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| Disabled workflow. Click Move slider to enable the workflow. | All disabled space scope workflows
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| Deletes the workflow template from the space. | Global and space scope workflows
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