Workflow builder can be accessed in four ways, depending on where the workflow is stored.
Workflow | Workflow builder accessed through: |
|---|---|
Page workflow |
Global configuration is Page Workflows Allowed in the space, and a page workflow has been added to the content. Global configuration is Page Workflows Allowed in the space, and a page workflow has been added to the content. |
Page workflow templates dashboard
Global configuration is Page Workflows Allowed in the space. Global configuration is Page Workflows Allowed in the space. | |
Space workflow | Space settings space workflows dashboard
Global configuration is Space Workflows Allowed in the space. Global configuration is Space Workflows Allowed in the space. |
Global workflow | Global workflows templates dashboard
|
When a workflow is added and applied as a page workflow, access the workflow builder using the page tools menu.
Choose Page tools > Edit with workflow builder
In the workflow builder, the workflow name has a page-level workflow icon appended
This requires page mode to be active for a space.
A space administrator can edit workflow templates added as a space workflow template or as a page workflow template in the space tools document management dashboard. These must be space scope versions of the workflow template.
For any space scope template added to the space document management dashboard:
Choose Edit from the three-dot menu
In workflow builder, the workflow name is appended with the space level of the workflow template and a space workflow icon.
Page workflows available in a space can be edited in the page workflow templates dashboard.
Access the page workflow templates dashboard
Navigate to Document Management > List dropdown menu > Page Workflow Templates
By default, the page workflow templates dashboard is populated by all the active global workflows from the global workflow templates dashboard. These are added as global scope workflows and cannot be edited in the space.
However, you can duplicate these workflows and edit the copy in the workflow builder. To duplicate a global scope workflow:
Make a global scope workflow inactive in the dashboard by moving the green slider to grey
This creates an editable copy of the workflow as a space scope template. To access the workflow builder for this template:
Choose the three-dot menu
Choose Edit with Builder
In the workflow builder, the workflow name has a page-level workflow icon appended.
After editing the template copy, for it to be available for a page editor to add as a page workflow, you must make it active in the dashboard. |
An editor can also access the workflow builder for a page workflow added to a page using the page tools menu on the page. Edits made to a page workflow on a page are unique to the page and do not change the workflow template in the page workflow templates dashboard.
Global administrators can use the workflow builder to create and edit global workflow templates. Global workflow templates are stored in the app Global Workflows Templates dashboard.
Confluence global administration > Comala Document Management > Global Workflows
On a named workflow template:
Open the three-dot menu
Choose Edit with Builder
In the workflow builder, the workflow name has a global-level workflow icon appended.
Editing a global workflow automatically updates any linked global scope workflow added as a space workflow and on any pages where the workflow is applied as a space workflow. The changes are also seen in the workflow template in the page workflow templates dashboard, which is available to add to a page as a page workflow. Changes in the template do not affect any previously added page workflow.
Editing a global workflow automatically updates any linked global scope workflow added as a space workflow and on any pages where the workflow is applied as a space workflow. The changes are also seen in the workflow template in the page workflow templates dashboard, which is available to add to a page as a page workflow. Changes in the template do not affect any previously added page workflow.