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Document States Report Macro

Overview

The Document States Report macro is used to display lists of content and associated workflow state information.

This workflow information in the reporting columns can include

  • time elapsed since last state change
  • the user who actioned the last state change to the current state
  • approvals in the state and approval information including reviewers and decisions

One or more filters can be added to the report macro, for example, to limit the display of workflow information to states with one or more named approvals in the state and the current approval status.

Once added to a page, the report macro will dynamically update the displayed information. It's great for keeping track of content workflow states across multiple spaces.

Permissions

Anyone can see this report. However, Confluence view-only users will only see results for content that has reached the Approved ( final=true ) state, even if there are subsequent draft state edits to that content

Admins can make all results available to everyone by changing the global Workflow Activity and Drafts Visibility setting.

Adding the report

To add the report to a page choose the Document States Report macro.

  • In the editor, choose Insert  → Other Macros → Reporting → Document States Report  or type {Document States ...  on the page and select { Document States Report }

  • Choose  Edit  the macro


  • Choose report filters and display column settings


    • scroll down the macro editor to add/edit report filter options
    • the report columns display options by default are the comma-separated list title,state,changed,updated by,updated
    • by default, the report displays 20 items per page

  • Choose Save to update the macro on the draft page
  • Choose Update to add the report to the page


Here's how the report looks on your page.

Mouse over the report to display the report dropdown menu button options on the page. These allow a user to filter the page display by the workflow State.

Each report column heading can be used to sort the report display alphabetically/chronologically depending on the chosen column.

Customizing the report

Edit the Document States report macro to customize the report by

  • choosing the information to be displayed in each column of the report
  • adding one or more filters

Customize the displayed columns

In the macro editor amending the listed columns to title, state, changed, approval status, approvals, updated by, updated, space, changed or changed by displays details of any approvals in each of the current workflow states.


If there are multiple approvals in a state, scroll over the approval icon to display the approval name and any users assigned as approvers.

The title column will always be displayed.

Filter the report

In the macro editor select options to filter the report. These include options to filter by state, space key, approval name, workflow or CQL (see table below).

For example, add a filter on the Approval name filter using QA Review


The filtered report displays only the page(s) with the Comala Document Approval workflow named Review this page approval.



The report macro can also filter approvals on approval status and approval assignee.

Report filters

The filters are listed alphabetically in the macro editor.

Setting

Default

Notes

Approval assigned toblank

User assigned to the approval.

Options

  • all (default - field left blank)
  • username - approvals  assigned to the specified user
  • @self  - approvals assigned    to the current user
Approval nameblankName of the approval
Approval statusblank

Only applies if an Approval name filter is specified. Filters by approval status from dropdown menu options.

  • all (blank)
  • Approved
  • Pending
  • Rejected
CQL Filterblank

A comma-separated list of CQL filters - the values must be indexed.

For CQL field references 

(info) from v1.10.5+  filters can be added using Confluence CQL format and can include OR and comparison operators

(warning) prior to v1.10.5 CQL filter must be in the form FieldName:Value

Labelblank

Should the report be filtered by content label(s)?

  • leave empty to include all content
  • add one label name to filter report to content with the specific label
  • add multiple label names, separated by commas, to filter to content with any of those labels

If using a list of labels, you can prefix the list with  &  (ampersand) to require that content has all the labels. Otherwise it will report pages containing any of the listed labels.

Number of items to display20The maximum number of results to show per page.
Parent pageblank
  • leave empty to include all content in the space (the default parent page is the home page)
  • specify a page title to include its child pages

The parent page is not included in the report.

Spaces(s)@self

Which space(s) should be included in the report?

  • default is @self for current space
  • list multiple space keys, separated by commas, to report on multiple spaces
  • use @all to search all spaces
Stateblank

Should the report be filtered to a specific state or state(s)?

  • Leave empty to report on all states
  • Specify one state name to report on that state
  • List multiple state names, separated by commas, to report on specific states
Workflow(s)blankA comma-separated list of workflows to be displayed. This is redundant as there is only one workflow in Comala Document Approval app.

Reporting columns

All columns except Page Title can be added or removed from the displayed report. The column display order on the page is defined by the order of entry of the column in the macro editor.

The default column entry for the column display is 

  •  title,state,changed,updated by,updated

These can be used to provide parity of report display when choosing to display state approval information.

Only the following columns are sortable in the UI of the report.

  • Title
  • Created
  • Due date
  • Read Confirmation
  • State
  • Updated
  • Created by
  • Workflow

Report Column Entry

Description


titlePage title (always displayed)1.8.0+
approvals

Approval(s) in the current specified state

  • Single approval - shows assigned users
  • Multiple approvals - shows each individual approval.

Click each approval icon to show the assigned user(s)

1.8.0+
approval status

Displayed as an approval status lozenge

  • Approved
  • Pending
  • Rejected

If no approval is present in the current state, no approval status is displayed

1.8.0+
changedDuration since the last state change1.8.0+
changed byThe user that caused the page to enter the current state. In the case of a content review with multiple approvers, this is the final approver1.8.0+
createdDuration since page creation1.10.1+
created byThe user that created the page1.10.1+
spaceThe name of the space that the page is in1.10.1+
stateThe current state of the content with state icon1.8.0+
updatedDuration since last page edit1.8.0+
updated byThe user that last edited the page1.8.0+