Overview

This page describes how to install Scroll Versions app with Comala Document Management.



You will need the following apps

In particular, the K15t Scroll Versions and Comala Document Management for Scroll Versions apps must be compatible versions. For each release of Comala Document Management for Scroll Versions, the release notes in the Atlassian Marketplace will list the compatible version(s) of K15t Scroll Versions.

The integration with K15 Scroll Versions will only work if the Comala Document Management workflow is applied in space mode. This integration does not work when the workflow is added and applied to an individual page in page mode.

Benefits

Integrate Scroll Versions with Comala Document Management to let you create the workflows you need, even in spaces with multiple versions and variants.

Scroll Versions and Comala Document Management are both class-leading flagship products in their own right: now, you can combine them in your spaces for ultimate control over version and workflow management:

  • Comala Document Management allows you to define customized workflows to create, review, approve and publish your content.
  • Scroll Versions is the engine that powers great documentation. It takes management, authoring, and publishing in Confluence to new levels of ease and flexibility. Scroll Versions adds functionality for version management, variant management, permalinks (including duplicate page titles), enhanced content re-use, support for context-sensitive help, and much more.

(warning) The following Comala Document Management trigger action macros are not compatible with the Scroll Versions app and will not work for content that uses the Scroll Versions app and has an applied workflow that uses the macro in a workflow trigger.

Step 1: Activate Scroll Versions

The Scroll Versions apps must be activated in your space.

Step 2: Ensure pages are versioned

Make sure all pages you want to be managed by Scroll Versions and Comala Document Management are set as versioned – this is necessary because un-versioned pages don’t have a workflow state.

Convert pages to versioned by opening them and clicking Versions > Convert to versioned:


(info)If you have just activated Scroll Versions, all pages in the space will be un-versioned until you convert them yourself or edit them for the first time.

Step 3: Implement the Workflow

If you don't have a workflow, you need to create one or edit one of the workflows bundled with the Comala Document Management app.

The integration requires that the workflow used in your space is a space scope workflow (a workflow editable in the space document management dashboard). The K15T Scroll Versions integration will not work if you use a global scope workflow (a workflow only editable in the global workflows dashboard) applied in your space.

Step 4: Update the final state in your workflow

Create or customize your workflow. This can be done using a space scope workflow in a space.

Update the state macro in your workflow which has the final=true parameter and rename that parameter to versioncompleted=true. This parameter is specific to the Scroll Versions integration.

An example is shown below:


It is crucial to remove the final=true parameter when using the versioncompleted=true parameter.

Step 5: Enable the workflow

Your workflow must be added to a space in the space tools Document Management dashboard and used in space mode. Additionally, it must be the only workflow active in that space. If you have any other workflows listed on the Document Management dashboard, remove them before activating the new workflow.

Step 6: Update Scroll Versions settings

Once the workflow is activated, you can complete the integration by going to Space tools → Scroll Add-ons → Additional Settings, and selecting Advanced Workflow.

The Comala Document Management and Scroll Versions add-ons are now integrated in your space.

What happens to my pages after the integration?

If you integrated Scroll Versions into an existing Workflows space, all versioned pages in your space will be merged with their already existing Workflows state. Depending on the size of your space this can take a while.

(info)Please note, that unversioned pages cannot have a workflow in spaces managed with Scroll Versions.


If you integrated Comala Document Management into an existing Scroll Versions space

  • each versioned page in your space is assigned the workflow's initial state

Alternatively, you can use Initialize States option in Comala Document Management to force all content to a different state.

If you integrated Comala Document Management into an existing Scroll Versions space where the built-in workflow engine is activated

  • the pages' states are converted from the Scroll Versions Simple Workflow state into the Comalatech workflow state

The page state is converted as follows: 

Scroll Versions Simple Workflow stateComala Document Management state
Draft, ReviewInitial state
CompleteState marked as versioncompleted=true


See also