Add a Comala Document Management workflow to all content in a space (space mode)

Overview

A Comala Document Management workflow can be added across all content (pages and blog posts) in a space (space mode)

The space workflow is managed in the space settings Document Management dashboard.

Open

A user with space administrator permission can add a workflow across all content in a space (space mode) by choosing to

To use the on-page options to apply a space workflow, an existing active workflow applied to the page must first be

• removed from the current page using the page tools menu option if the existing applied workflow is a page workflow

• disabled in the space document management dashboard if the the existing applied workflow is a space workflow

You can simply override any existing page workflows on pages and blog posts in the space by enabling a space workflow in the Document Management dashboard. If there is an active space workflow you can change or disable the space workflow in the space tools Document Control dashboard.

Add a space workflow using the workflow byline breadcrumb

Choose the Add Workflow byline breadcrumb in the content sub-title

Select Add Workflow to this Space

Open

This opens the space Document Management dashboard.

Enable the current space workflow using the grey cross slider

The enabled space workflow is added and applied to all content in the current space.

You can choose the Manage Workflows button to open the Add Workflow picker and select a different workflow.

Configuration options are also displayed when the space workflow is enabled

• use Initialize states to set the workflow state on all the pages and blog posts in the space

• use Clear Document Activity to clear the document activity on each of the pages and blog posts in the space

• set Remove restrictions to remove page-level view and edit restrictions on a transition to the workflow final state

Add a space workflow using the page tools menu option

Choose the Add Page Workflow option in the page tools menu
  

Select the right-hand option to open the space document management dashboard and add the workflow across the space.

The current space workflow is displayed in the space document dashboard.

Move the grey slider for the current workflow to apply to all the pages and bog posts in the space.

Or change the current space workflow by choosing the Manage Workflows button.

Select a different space workflow using the Add Workflow picker.

The enabled workflow is automatically applied to the pages and blog posts in the space.

If any page workflows were previously applied the space workflow will override the page workflow.