Edit the workflow

Workflow editor

The workflow editor in the workflow builder lets you edit the workflow, including the workflow name, description, the workflow label filter, and add or edit workflow triggers.

You can use the workflow editor to:

Edit the workflow name and workflow description
Add a content label filter to manage the application of the space workflow
Add one or more workflow triggers using markup
Set sticky labels that can only be removed by users with administrator permissions
Add workflow Admin users who can, for example, remove sticky labels or manually override the workflow state
Set the content types that the workflow is applied to (pages, blog posts, or both)
Configure the display of the progress tracker bar in the workflow state dialog box and whether the page status macro is updated on state change

Open the workflow editor

To edit and configure the workflow:

Choose the workflow name in the workflow panel to edit the workflow

You can also select the Workflow lozenge in the Navigator panel to open the workflow editor.

Workflow options

Use the workflow editor to edit or add the following:

Workflow name and description

Workflow name (required)
Workflow description (optional)

workflowbuilder_extract_workflowpanel_editworkflow_simplapproavlworkflow.png

Workflow builder - Workflow editor

Labels filter

You can add one or more content labels (optional) that filter the space workflow application based on the document content labels.

workflowbuilder_editworkflow_labels_extract_addedlabel_filter.png

Workflow editor - Labels option

You can check the Invert labels option to apply the workflow to documents that do not have the specified label(s).

The Advanced menu lets you configure the workflow further:

Triggers

You can add a workflow trigger using the Triggers box.

Add the workflow trigger to the box as workflow markup
Choose Apply to add the trigger

Each trigger successfully added to a workflow is displayed under Rules in the workflow panel.

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Workflow panel - One trigger displayed in Rules

Click Rules to display the context of the added workflow trigger

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Workflow panel - Rules- Trigger context

Rules can only be amended by editing the trigger markup.

Sticky labels

Use Sticky labels to set one or more labels that only a user with Confluence administrator permission, or a user added to the workflow as one of the Admin users, can remove from the page

Workflow builder - Edit workflow - Sticky Labels dialog box

This option can be useful to prevent a content label filter from being removed from a page.

Admin users

You can set one or more users as a workflow administrator. This can be useful when you want to give page editors greater access to the added workflow on a page, such as the ability to remove workflow sticky labels.

Workflow editor - Admin users option

add one or more users as a comma-separated list

Content types

Use the checkboxes to set the type of content the workflow is applied to (pages, blog posts, or both)

Workflow editor - Content types

By default, both are checked, and the workflow is added and applied to both pages and blog posts.

If only one content type option is checked and you want to change the content type the workflow is applied to, check the required content type before unchecking the one that is not required. The workflow builder does not allow both these checkboxes to be unchecked at the same time.

List

These options let you set some behaviors of the workflow on a page.

Workflow editor - List options - Checked

You can configure the following:

Display Progress Tracker - Clear this checkbox to hide the progress tracker in the workflow state dialog box
Update {status} macro when the workflow state changes - When checked, the workflow updates the Comala Page Status macro (if added to the page)