Defining One of a Page's Label for Use in Automation

Michael Scipione

I have a Page for each of our company's major systems (eg. SAP, Salesforce, etc.) to serve as a basic summary/overview of that system. These summary pages have a label for that system (sap, salesforce, etc.), among other labels. 

 

Additionally, I have a few Page templates for common items such as How To Guides, Troubleshooting Guides, etc. 

 

Ultimately, I'd like to enable users to be on a system overview page and initiate an automation that will take one of the templates, add it as a subpage underneath the current page (the system overview), and add a label on the newly copied template that matches the system's label.

 

The part I'm having trouble with is the labels. Unfortunately the system overview page has multiple labels, but I only want the one system label to be copied over to the new subpage. Some ideas that I had but don't think are possible:

• Add a cell to a table in Pages Properties which could hold the same text as the desired label. Unfortunately, I don't see that Page Properties are accessible via Automations.
• Add a label to a field in a database that can be queried to look up the right tag to apply for subpages of a particular system overview. Unfortunately, labels can't be added to database fields. 

 

Does anyone have any ideas? 

Humashankar VJ

Hi @Michael Scipione 

To automate creating a new subpage from a template and applying a specific system label from the parent page in Confluence, consider the following approaches:

• You can utilize a consistent label format, such as "system-sap" or "system-salesforce", and set a rule to search for labels starting with "system-". Alternatively, add a page property called "SystemID" and use the Page Properties Report macro to display this information. You can also create a custom field for the "System ID" or employ a naming convention, like "System Overview - SAP", to extract the system name.
• Another option is maintaining a master list of systems and labels in a table format. Automation can query this page to find and apply the corresponding label to the subpage. If feasible, ensure the system-specific label is always the first label on overview pages.

 

To implement this automation, follow this workflow:

Trigger: User clicks a button on the system overview page.

Actions:

• Get Page Info - Retrieve parent page details.
• Find Text on Page - Locate the system identifier.
• Create Page from Template - Create a subpage.
• Add Label - Apply the identified system label.

By combining these approaches, you can make a solution to streamline your labeling process for automatically generated pages.

For more help refer the post, Confluence Automations - scheduled page copy

The given reference post offers valuable insights into Confluence automations and page copying and also Confluence automations / schedule page copying and automatic subpage creation

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards