Concepts

Overview

Comala Document Management workflows rely on the following concepts.

Actions — Actions allow you to automate common tasks
Approvals — Approvals, known as content reviews, are added to a workflow state and are used to manage the review and approval of content. One or users can be assigned to undertake the approval decision
Conditions — Define pre-requisite conditions for approvals, select transitions and triggers
E-Signatures — Require users to authenticate their identity to activate and undertake an approval including the option to require use of an authentication token generated through a third-party authentication app
Events — Events are internal notifications that can be used to trigger action macros
Expiry Dates — States, tasks, and messages can be set to expire on a certain date or after a certain amount of time
Labels — Automatically apply workflows, automate label management and trigger actions
Notifications — Keep content producers informed of workflow progress.
Page Mode — In page mode, workflows are applied on a page-by-page basis, so each page has its own unique workflow template
Publishing — Create a distinction between draft content and published content, and optionally deploy published content to a different location.
Read Confirmations
Roles and Permissions — How Confluence roles and permissions are related to workflows
Space Mode — In Space Mode, workflows are applied to all content in a space and the templates are centrally managed
States — Define the milestones and key stages in your workflow
Tasks — Tasks can be created by users in a workflow state (when the state is set as taskable) or added automatically by the workflow. By default, added tasks are persistent until deleted or completed
Templates — Workflows are stored as templates. These contain macros that define the functionality of your workflow. Workflow templates are stored at global and space level. A template can be created and edited with workflow builder and the markup editor
Transitions — Transitions create the routes between states
Triggers — Triggers wait for an event, then perform one or more actions.
Value References — Value references are placeholders for values stored elsewhere. They allow you to use dynamic information in your workflow.