Screen Location: Space Tools → Workflows → Workflows tab
Overview
This screen allows Space Admins to choose whether the space runs in Space Mode or Page Mode, and, if running in Space Mode, which workflows to apply to all content in the space.
If there is one or more workflows listed on the "Workflows Dashboard", the space is running in Space Mode, otherwise it's running in Page Mode. You can view templates for Page Mode by clicking the Page Workflows link on the Workflows Dashboard screen.
In Space Mode:
- Enabled workflows (green) are automatically applied to all content in the space
- If a workflow has filters (
content
and/orlabel
parameters on the{workflow}
macro), it will only be applied to content matching those filters - Workflows are applied in the order in which they appear on the list
- Once a workflow has been applied to a piece of content, no other workflows will be considered for that piece of content
Add existing workflows
Click the "+ Add Workflow" button and choose from the available list of workflows.
The available workflows include those defined in Workflows - Global, and also any from Import - Space Tools.
Create a new workflow
There are two ways to create a workflow in the Workflows Dashboard:
- Click the "+ Add Workflow" button, then choose "Create your own workflow"
- From the Actions menu of an existing workflow in the workflow table, click "Copy"
Workflows table
A mockup of the table is shown below, with some details about the various elements:
Name | Scope | Actions | |
› Name of a Space scope workflow Clicking on the › or name to toggle description macro. Space scope only: Hover over name to show (edit workflow). | Space | ||
› Workflow with a label This workflow specifies a label – it will only apply to content with that label. | LABEL | Space | |
› Global scope workflow You can use workflows defined at the global level. If you want to edit a Global workflow, you must make a copy of it and edit that. | Global |
See available Page Workflows | Global Workflows ← Global link only shown if you are a Confluence Admin
View button / Actions menu
Flowchart → ← Menu with more options
Option | What it does | As seen on... |
---|---|---|
View | Displays a flowchart of the workflow | All workflows |
Edit | Opens the workflow editor. | Space scoped workflows |
Activate | Enables a previously disabled workflow. | Deactivated Space scope workflows |
Disable | Disables a currently active workflow. | Active Space scoped workflows |
Initialize States | Allows you to force content using the workflow in to a specific state. | Any active workflow |
Copy | Creates a disabled Space scoped copy of the workflow | All workflows |
Remove | Removes the workflow from the list (sometimes causing it to be deleted) | All workflows |
Remove Warning
If you add a workflow to this screen by copying an existing workflow, or creating a new workflow, then removing it will actually delete it (because it only exists on the Workflows Dashboard).
You'll get a warning like this: