Space Mode

Overview

In Space Mode, workflows are applied to all content in a space (optionally filtered by label or content type) and templates are centrally managed. Global workflow templates can be linked to one or more space categories. Recommended for production use!

• Workflows can be applied automatically on page creation
• Space admin chooses which templates to apply
• Templates are centrally managed at space / global level
• Global templates can be automatically applied by linking to a specific category of space
• Changes to the template affect all content using that template

How do I enable Space Mode?

You'll need space admin privileges.

Add one or more templates to the Document Management tab ("Document Management Dashboard") – it should look a bit like this:

Only one workflow can be applied to content at any one time. Making a workflow active in the Document Management space dashboard will override any active page workflows in the space.

• the active workflow placed highest in the dashboard will be the workflow applied across all the content in the space.
• content labels can be used to filter the application of a space workflow, allowing more than one active workflow to be applied in the space but across different content based on the label filter.
• space scope workflows can be edited, copied or removed using the ellipsis menu option.

More than space scope workflow can be active in the space by using workflow content label filters.

If a workflow is added to the dashboard with a global scope:

• it remains linked to the global template.
• any changes to the global workflow template will be implemented in this space.
• this global template is automatically active and will override all other active space scope workflows.
• if the global template is linked using a space category this will override all other active workflows in the space
• it can only be edited at the global level.
• it cannot be deactivated. It must be removed from the space.

Global workflow templates can include a workflow content label filter to limit their application in the space. If no content filter is included in the global template the workflow will override all other active workflows for all content.

Where do I manage templates?

Both space and global scoped templates can be used:

• Document Management - space tools
• Workflows - global

Templates can also be imported:

• Import - space tools
• Import - global

Global templates can also be linked to the space category:

• Space category workflows

App configuration