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Overview

Power users of Comala Document Management workflows may choose to run multiple active workflows in one space with the use of workflow content label filters to apply each workflow to different content. This permits great flexibility in using space workflows to manage your documentation processes.

Overall hierarchy of space workflow application

Active workflows will be applied based on the following overall hierarchy

  • the workflow scope (global or space)

  • the content label filter if present*

  • the alphabetical by name listing of the active workflows

*An active workflow in a space with no content label filter is prioritized to apply to space content over any workflow (of the same scope) with a content label filter.

Global scope workflow

An active global scope workflow will take priority over any active space scope workflow in a space.

The Simple approval workflow in the above space will be applied to all the space content.

A global scope workflow added to a space (with no content label filter) will be applied to all content in the space even if any active space scope workflows have a content label filter.

Applying a space scope workflow and a global scope workflow in a space

In a space, to allow a space scope workflow to be applied when a global scope workflow is added to the dashboard, the global scope workflow can be configured by the global administrator to use a content label filter.

In the above example, the Simple approval workflow with the content label filter documentation in the above space will be applied to only content with the label documentation.

All other content without the documentation label has the active space scope Approval workflow applied.

The active space scope Approval workflow is applied as a priority as

  • an unfiltered content label workflow

  • and it is also listed alphabetically higher in the dashboard than any other workflow that also does not use a content label filter

Disabling the Approval workflow with the global scope workflow with the content filter present

  • applies the CDA Team Workflow (with no content label filter) to all the content without the documentation label

Disabling both the Approval workflow and the CDA Team Workflow with the global scope workflow with the content filter present

  • applies either the CWTD Workflow or the Human Resources Team kpi and objectives workflow to the content without the documentation label but based on the document content labels for these workflows

Hierarchy of application for active space workflows

When having multiple workflows enabled, all of the same scope and with no content label filters, the priority order for their application will be defined alphabetically and can only be controlled by changing the names of the workflows depending on your needs.

You can have control over the workflow listing order in the dashboard by changing the name of the workflow.

Content with multiple active space workflow content label filters

Priority in the application of the enabled space workflows will be implemented if the content has more than one of the active workflow content label filters as a label.

For content with multiple content filter labels from different workflows, the enabled content label filter workflow implemented on that document will be the one alphabetically listed highest in the space tools Document Management dashboard

In our example above, both workflows are the same scope but different content label filters.

Documents in the space with both the label a and the label b, would have the Simple Approval workflow with the content label filter a applied. The priority application is based on the workflow listed first by alphabetical workflow name order in the space tools Document Management dashboard.

Adding or enabling another workflow in this space with no content label filter, will apply this workflow to all the content.

In the example below, the workflow z is applied to all the content in the space

To allow the use of multiple active (enabled) workflows in a space, you need to have all the enabled workflows using a content label filter.

An active workflow with no content label filter will be implemented on all documents with a content label in a space in preference to any workflow of the same scope using a content label filter.


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