Actions
Overview
Actions are macros that are added to a workflow event trigger. When the event is detected, the trigger performs the actions.
They are extremely useful because they enable the workflow to automate common tasks. For example
Example
In this example, the trigger listens for the pagecreated event (only available in space mode) and then performs the set-message action.
{workflow:name=Action macros}
{state:Test}
{state}
{trigger:pagecreated}
{set-message}This is a new page created by @creator@{set-message}
{trigger}
{workflow}Value references
Most actions support Value References, such as @creator@ in the example above.
These are named placeholders for information stored somewhere else, and they allow your actions to respond dynamically to the current workflow and content state.
Notifications
Certain actions will trigger notifications.
For more details, see the macro documentation page from the list below.
Macros
Action macros must be placed inside the macro body of a trigger macro.
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add-comment macro — Add a comment on a page or blog post
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add-restriction macro — Add content view/edit permissions
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approve-children macro — Approve approvals on child pages
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approve-page macro — Approve an approval
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complete-task macro — Mark a task as complete
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increment-metadata macro — Increment a metadata value to support custom versions (available from v6.11+)
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pdf-export macro — export content as a pdf
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publish-page macro — Publish content to a different space
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reject-children macro — Reject approvals on child pages
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reject-page macro — Reject an approval
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remotepublish-page macro — Publish a page to a remote Confluence instance
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remoteremove-page macro — Unpublish (remove) a page from a remote Confluence instance
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remove-label macro — Remove a label from the content
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remove-restriction macro — Remove content view/edit permissions
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send-email macro — Send an email
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send-slack-user macro — Sends a Slack message to a specified user.
This feature is an integration with the Appfire Docs+.
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set-label macro — Add a label to the content
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set-message macro — Add/remove a page message
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set-metadata macro — Define metadata properties - metadata name and value
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set-restrictions macro — Reset content view/edit restrictions
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set-state macro — Immediately transition to a state
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set-state-expiry macro — Set state expiry duration
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snapshot-page macro — Create a static versioned snapshot of a document
Events
Certain actions will generate additional events.
For more details, see the macro documentation pages above.
App configuration
Certain macros will be affected by application settings.
For more details, see the macro documentation pages above.
Examples
These examples utilize a range of different actions workflow triggers.
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Add workflow review information to a header for inclusion in a page export — Use the workflow to add a header containing details of the workflow review to comply with a records retention policy for exported approved page PDFs
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Adding page activity to email — Include page activity report, or a link to it, in custom email notifications
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Dynamic page header using a metadata value and triggers — Use a trigger to display a different page header for each state in the workflow. Page header content is set as a metadata value.
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How can I fast-track a single rejection or a single approval decision — How to require everyone to approve, but only need one person to reject
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Require Parameters on a state transition — Require workflow parameter values to be set before moving into a workflow state.
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Select the workflow that is applied using content labels — This is a way for space administrators to automatically apply workflows to different documents in a space based on the content label.
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State expiry dates — Using state expiry dates, defining them with metadata, and making them editable
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Stiltsoft Handy Status Macro for Confluence — A user changes the Stiltsoft Handy Status macro value for a page, and this automatically changes the Comala Document Management applied workflow state.
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Use attachment events in workflow triggers — Triggering events when attachments are created, updated, or removed.
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Use blog post events in a workflow trigger — Workflow events associated with blog posts
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Using different styles in a trigger message notification action — Using the
styleparameter of theset-messagemacro -
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Using set-message and metadata to display different information for the draft and published content — Using the
viewparameter of theset-messagemacro to display a different metadata when users view the draft or published versions
See also
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