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How-to apply an approval workflow

Apply to an individual page - page mode application

In page mode, workflows are applied on a page-by-page basis, so each page has its own unique workflow template. Great for development, testing and training, but difficult to manage!

  • end-users choose which workflow to apply to an individual page or blog post 

  • workflow template selected by the user is cloned to a page, the original template is unchanged

  • user changes to the workflow added to a page only affect the page it's used on

  • the updated workflow can be saved as a new space or global workflow template (if the user has space or global admin permissions) 

Apply to all content in a space - space mode application

In Space Mode, workflows are applied to all content in a space and the templates are centrally managed. The application of a workflow can be optionally filtered by label or content type - allowing multiple workflows to be active in a space but applied to different content.

Recommended for production use!

The workflow applied in space mode can be

A workflow can be applied automatically on page creation

  • space administrator chooses the workflow template(s) to apply

  • workflow templates are centrally managed at space/global level

  • global workflow templates can be automatically applied in a space by linking the global template to a specific category of space

Changes to the template affect all content using that template

Documentation Resources

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