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Overview

When creating or using a workflow template as a space workflow  (space mode of workflow application), there are some additional features to consider...

Has the workflow been properly described?

You can use the 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.

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.

How will the workflow be configured?

Workflow parameters can be added using workflow builder to give you flexibility to manage values for reviewers, expiry periods and more. You can also configure the workflow to allow users to add workflow parameters (make editable).

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.

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.


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