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Can the macro "status" automatically be changed to another status when an event happens?

Basically I'm wanting to mark a document as "Controlled" when it's been approved and published (with use of Comala document management and publishing), and "Uncontrolled" when the document is in the unapproved state. My only solution at the moment is to manually add in the status macro to state "Controlled" once in approval, but unfortunately that affects the approval pathway.

Is there a way that the status macro can automatically change to another status when approval occurs? Or is there another way of marking a document when an event happens that I haven't thought of?

Also wondering if anyone know how to get approval history into the document rather than just change history?

Just for context, once a document is approved, it needs to state on the document the version number, that it's approved, when it was approved, by who, their position, and that it is a controlled document. This is part of a quality management system and all of that information needs to be easily identifiable on the document and should be there in the case that we need to have hard copies.

Thanks!

Vicki

1 answer

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Srinatha T Atlassian Team May 18, 2022

Hi @Vicki Renee Ledergerber ,

Welcome to Atlassian community. 

Out of the box confluence does not provide any solution for your requirement. 

I suggest you explore the Handy Status macro (it's included in the Handy Macros app). It helps to create custom status sets and to change statuses dynamically from pre-defined sets in the page view mode. The history of changes is stored.

Thanks,

Srinath T

 

Thanks Srinath, 

Do you think it can change a status automatically when a document approval occurs? (without the author having to manually change the status)

eg. Document is labeled "Uncontrolled" whilst not approved, but once it is approved that status automatically changes to "Controlled".

 

Kind regards,

 Vicki

Like Srinatha T likes this
Srinatha T Atlassian Team May 22, 2022

@Vicki Renee Ledergerber , just try out the trial version . U can reach the macro support they will guide you further. I have seen some customers using it but not sure exactly how it was implemented. 

Thanks,

Srinath T

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