Page tools menu
Overview
The Page tools menu can be accessed from any page or blog post by clicking the menu (...) in the top-right corner of the screen.
One or more workflow-related links can be displayed on the page tools menu.
The items displayed depend on the workflow and how it is applied (as a space workflow or a page workflow). Some items are shown when no workflow is applied. You also need at least edit permission to view some items.
A global administrator can choose to hide some app menu actions (such as Add Task, Add Page Workflow, and Add Read Confirmation) by using the app global configuration. This can be overridden in the space level configuration by a space administrator. If a page workflow is already applied and the app actions are hidden, the Edit with Markup, Edit with Workflow Builder, Edit Parameters, and Remove Workflow options are not displayed. v7.7.0+
No workflow applied
When no workflow is applied, the following options are displayed
Depending on your user permissions, you can add a page workflow or a space workflow.
Page workflow applied
When a page workflow is applied, the following options are displayed:
Add a workflow task (if the current state is taskable)
Edit Parameters (if the workflow includes an editable workflow parameter)
Document Activity (opens the document activity report)
Space workflow applied
If there is an active space workflow on the document, you can use
Add Task (if the current state is taskable)
If workflow parameters are editable, they can be edited by accessing the parameter dialog box using the workflow state dialog box. A space administrator can edit workflow parameters in the space Parameters screen (if a default parameter value was set in the workflow).
Page tool menu options
Document Activity
Displays the Document Activity report
For the current document you are viewing
Appears on pages and blog posts:
Regardless of whether they have a workflow
Only shown, by default, to users who have edit or admin permissions for the page
Legacy spaces in Confluence Data Center that have not been upgraded to use document activity display the page activity option.
Page Activity legacy DATA
Displays the Page Activity report
For the current document you are viewing
Appears on pages and blog posts:
Regardless of whether they have a workflow
Only shown, by default, to users who have edit or admin permissions for the page
Displayed in Confluence Data Center when the workflow data in a space has not been upgraded to use document activity.
Add Workflow
Displays options to add a workflow based on user permissions:
Edit permission - Add workflow dialog box lets the user select a workflow template to add as a page workflow for a user with edit permission
Admin permission - Add workflow dialog box lets the user choose whether to add a page workflow or add a space workflow
Appears on pages and blog posts:
Only when there is no applied workflow - no page workflow and no space workflow
Only for users who have edit or admin permissions
Edit with Workflow Builder
Displays the workflow builder for the page workflow added to a page.
Appears on pages and blog posts
When a page workflow is added and active on the page or blog post (page mode)
Only for users who have edit or admin permission
Edit with Markup
Displays the workflow markup editor for the page workflow added to a page.
Appears on pages and blog posts
When a page workflow is added and active on the page or blog post (page mode)
only for users who have edit or admin permission for the document
Remove Workflow
Remove the active page workflow added to the document
Appears on pages and blog posts
When a page workflow is added and active on the page or blog post (page mode)
only for users who have edit or admin permissions for the document
Options when removing the page workflow to
remove content properties and workflow history
remove any workflow parameter values on the content
Remove Workflow is not displayed if a space workflow is applied to the page or blog post.
Edit Parameters
Edit the value for a workflow parameter defined in the applied page workflow
Appears on pages and blog posts:
Only when there is an active page workflow (page mode) applied to the document
The workflow has a workflow parameter that has been configured to be editable by a user
Add Task...
Adds the "Tasks" link to the workflow status bar, from which you can access the Tasks dialog box to add a workflow task.
Appears on pages and blog posts:
If they don't have a workflow, or
When there is an active workflow and the workflow state is set as taskable (allowing a user to manually add a task)
Add Read Confirmation
Adds a standalone read confirmation to the page.
Appears on pages and blog posts
When there is no applied workflow
When a workflow is applied, the workflow can be edited to add a read confirmation on a transition to the workflow’s final state.
Export to PDF or Word
When a workflow is applied to a page or blog post, the PDF and Word export option respects workflow Published vs. Draft state restrictions for same-space publishing when the workflow includes a final state.
When a workflow with a final state is applied, a user with only view permission who uses the export option exports the document version created on the last transition to the final state of the applied workflow.
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