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Comala Worflows variables in tempate

Hello everyone, 

I am looking for an easy way, to display an actor (reviewer), who changed the workflow state of an article and the date when a certain state was reached (published date).


Thank you for your advice.

Best regards, 

Lukas

1 answer

Hi @Lukáš Krtička 

Thanks for your question, could you confirm:

  1. if you are using Confluence Server or Confluence Cloud,
  2. if you are using Comala Document Approval, Comala Document Control or Comala Document Management

Thanks in advance

James
Senior Product Manager

Hi James, 

Thanks for reaching out. 

1. Server 6.15.2
2. We are using only Comala Document Management

Thank you

Hi @Lukáš Krtička ,

Thank you for your confirming. It is possible to show this information on your page, using a workflow trigger to set metadata values, and displaying these values in the page header. To get started, I recommend that you use the workflow builder markup editor (https://wiki.comalatech.com/display/CDML/Markup+Editor+in+workflow+builder) to add the following markup.

Note that you should change approval=Review and @Review> to the name of the approval you want to display.

{pageheader:visibility=all}
  ||Document Status|{pagestatus}|
  ||Approved By|{get-metadata:approvedby}|
  ||Approval Date/Time|{get-metadata:approveddate}|
{pageheader}
{trigger:pageapproved|approval=Review}
  {set-metadata:approvedby}@Review>approvers>wiki-link@{set-metadata}
  {set-metadata:approveddate}@datetime@{set-metadata}
{trigger}

You can find more details on each macro here: https://wiki.comalatech.com/display/CDML/Macros

I hope that helps, let me know if you have any further questions.

Kind regards

James

Hi @James Conway _Comalatech_ ,

thank you for explaining.

We have the same problem and I test your solution for our requirements to display the approval date in the page properties table.

{trigger:pageapproved|approval=Publish}
{set-metadata:approveddate}@datetime@{set-metadata}
{trigger}

In page properties table I use get metadata macro to receive the date and time. It works perfect. But next time the page will be approved, this date is changed to new approval date even in the older version of the page.

This is not what we need. For Version 2 of the page we need the approvaldate for this version and in Version 7 the approval of this version....

In Activity Report there is always the date and time of respectiv approval and it does not change to new the next time the approval is executed aigain.

Is it possible to diplay this dates in Page Property Table?

Kind regards and thank you in advance

Ilona

Like Simon likes this

Hello @James Conway _Comalatech_ ,

Thank you for the information.
This is exactly what I need. 

Thanks again Lukas

@Ilona Knapp-Krubally , I'm facing the same issue with the approveddate. It shows the date of the most recent approval even if I'm looking at previously approved versions. Have you found a solution? 

Hi @Simon 

Comala Document Management only stores the current value of metadata. This is why you will see the most recent metadata value when you access previous versions via the page history.

We recommend that you take look at our new integration with K15t PDF Exporter that allows you to export and attach a PDF of your page at the moment of approval. For more information see the documentation:

https://wiki.comalatech.com/display/CDML/pdf-export+macro

Kind regards

James
Senior Product Manager

Hi @Simon 

sorry for the late answer... we have a workaround which fits for us, but hopefully it is a temporary solution. 

{trigger:pageapproved|approval=Publish}
{include-segment} Approval date: @date@ {include-segment}
{trigger}

This leads to an corresponding entry above the page content.

Like Simon likes this

Hi @Ilona Knapp-Krubally 

Thank you for your contribution - apologies for missing your post in April 2020. I just wanted to let you and @Simon know that we had to deprecate the {include-segment} macro as of Comala Document Management 6.13. 

If you need to capture a fixed view of a page at the moment of approval we recommend that you use the PDF Export macro that integrates with K15t Scroll PDF Exporter.

Kind regards

James
Senior Product Manager

Like Simon likes this

@James Conway _Comalatech_ 

thank you for remember me about the include-segment.
But with the introduction of Confluence and Comala Document management we try to get rid of the annoying Words and PDFs. Therefore it is not a suitable way for us to generate PDFs again.
Since the date is correctly assigned in the activity report, it is difficult for me to understand why there is no way to fix this on the previously approved version. I hope you can find a better solution than generating PDF again in future.

Kind regards
Ilona

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