Overview
The Page Tools menu can be accessed from any page or blog post by clicking the ellipsis (...) button in the top-right corner of the screen.
The following workflow-related links may be displayed on the page tools menu:
Menu item display is dependent on user permission and whether
- a page workflow is active on the content (Add Workflow, Remove Workflow, Edit Workflow, Page Activity)
- no page workflow is active (Add Read Confirmation)
The Edit Parameters option is displayed when there is an active page workflow and one or more workflow parameters are configured to allow the value to be edited by a user.
If there is an active space workflow on the content only the Page Activity menu option will be displayed.
The Add Task option is displayed when
- there is no active workflow on the content
- if there is an active workflow (space or page) and the current workflow state allows a user to add tasks to the content
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Page Activity
Displays Activity Report - Content for the content you are looking at.
Appears for pages and blog posts:
- regardless of whether they have a workflow
- only shown, by default, to users who can edit or admin the content
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Add Workflow
Displays the Add Workflow dialog where you can copy an existing workflow to the page or blog post, or create a new custom states workflow.
Appears for pages and blog posts:
- only when the space is running in Page Mode
- only for users who can edit or admin the content
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Edit with Workflow Builder
Displays the Workflow Builder, which includes:
- interactive flowchart for the workflow
- workflow trigger summary
- toggle option to workflow markup editor
Appears on pages and blog posts:
- only when the space is running in Page Mode
- only for users who can edit or admin the content
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Edit with Markup
Displays the Workflow Markup editor, which includes:
- editable markup for the workflow
- toggle option to workflow builder editor
Appears on pages and blog posts:
- only when the space is running in Page Mode
- only for users who can edit or admin the content
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Add Task...
Adds the "Tasks" link to the Workflow Status Bar, from which you can access the Tasks Popup.
Appears for pages and blog posts:
- if they don't have a workflow or
- when there is an active workflow and the workflow is in a "
taskable" state
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Edit Parameters
Edit the value for a workflow parameter.
Appears on pages and blog posts:
- only when there is an active page workflow (Page Mode) is on the content
- the workflow has a workflow parameter that has been configured to editable by a user
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Remove Workflow
Remove an active page workflow on the content.
Appears on pages and blog posts:
- only when the space is running in Page Mode
- only for users who can edit or admin the content
Options when removing the page workflow to
- remove content properties and workflow history
- remove any workflow parameter values on the content
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Add Read Confirmation
Adds a standalone read confirmation to the page.
Appears for pages and blog posts:
- if they don't have a workflow.
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Export to PDF or Word
PDF and Word exports respect Published vs. Draft state restrictions for Same-space publishing.
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