Adding Mandatory Reviewers to Confluence Pages for Validation

Question

Hi,

I have a question related to documentation processes. I'd like to ensure that when a document is created in Confluence, it is automatically assigned to a peer for review and validation. Specifically, I want to make the inclusion of a reviewer a mandatory step before the document can be considered finalized. How can I implement this so that a reviewer is always added to the page for validation after creation? Are there any native Confluence features,  that would support this process? We are on standard confluence.

shaily.mehta · Answer

Thanks for your input!
We currently have around 900 users, and since the plugin would apply to all of them, using a third-party app isn’t feasible for us at this time. Therefore, we need to stick with Confluence’s native features.

What would be the best native approach to automatically add a reviewer after a page is created or updated?
Are there any built-in triggers or workflows in Confluence that could help with this?

Appreciate any suggestions!

Adrian Hülsmann - B1NARY · Answer

Thanks for mentioning Breeze @Kristian Klima

Yes, @shaily.mehta if you would like to see how an approval workflow can be configured with Breeze, you can simply schedule an appointment with me.

All the best,
Adrian from B1NARY (we are the developers of Breeze)

Kristian Klima_gtcuat · Answer

Hi @shaily.mehta

As @Brant Schroeder said, there's no hard-coded native way for a functional review workflow.

I can recommend two apps:

* Breeze and B1nary
* Workflows for Confluence by Appfox

The main reason is that they can actually separate document creation/editing and adjacent workflow and document consumption (reading) into two separate spaces.

This not allows you to create approval workflows with mandated reviews, but also ensures that end users will not have access to an unapproved copy of the document, because the workflow process will take place in a restricted Confluence space.

Once the changes are approved, they are synced to the space that everyone can access.