Hi
I'm using Confluence automation to try and enforce a work flow for sign off, I've hit a slight snag.
I'm trying to automate the workflow
On status change to Approved -> Move the page to the "Signed Off" area of the space.
On status change of Approved to Draft -> Take a copy of the page from the Signed Off Parent and place it into the Draft Parent.
The snags I have hit.
1. The move operator doesn't support changing the title of the page so I am using copy.
2. The archive/delete operators work on the current page only - which after a copy is the new page created rather than the source page.
Is there any way that I can get the "current page" to be the source page rather than the destination page so I can archive/delete the old page?
Thanks in advance.
Ritch
As far as I understand you implemented an approval workflow using the built-in Confluence page status, you use the page hierarchy to "collect" the pages in a given status, and you add automation rules to reduce the work for your users.
I believe our Better Content Archiving app can give a more intelligent solution to the problem, with smarter page statuses, with grouped page lists that don't rely on moving pages back and forth, and with CQL-based bulk-archiving (and other automations).
Statuses, for example, work simply like this:
If you are interested, please open a ticket in our ticketing system, and I will suggest you a configuration that could implement the workflow that matches your needs.
(Discl. it is a paid and supported app developed by our team. Free for 10 users!)
Thanks Aron
Yes this is a simple sign off work flow and very much an experiment on using the native capabilities that have been implemented in confluence.
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@Richard Fry I haven't used the automation features (we are on free plan and only upgrading to standard when I'm ready to publish my content), but, in general:
I have been trying to figure out how to have a space for my draft documents and separate space for the published versions without having to use a 3rd-party app to sync them and make sure the links go to the correct space when I go from draft to published, while keeping a copy of the page in the draft space.
I'd like to thank you for giving my an idea that I could keep everything in one space and use a copy of the published page that only authors and reviewers have permissions to see when I need to make updates to a previously published page. I see some research and experimentation coming this week.
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You're welcome.
For follow up I've found a work around:
I have 3 parent pages in the space
Draft
Approved
Draft ready to delete
On Change of Status to Approved
If Parent Page - Draft
Then
Move the page to "Archive ready to delete"
Copy Page to Parent - "Approved" with new Name "Approved - DD/MM/YYYY"
I then have a second daily job that clears the "Draft ready to delete" down on a daily basis.
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