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Filter Pages by Page Status

Hello everyone!

I was curious if there were a way to create a filter that would display all of the pages in a space that have a specific status?

This would be an amazing widget to put on or near the top level of a space so users can see what pages are in progress or ready for review, and perhaps streamline the process of vetting the information in our pages by multiple people.

 

Thanks for your time!

4 answers

1 accepted

3 votes
Answer accepted

Hey @Celeste Ramirez , welcome to the community! πŸ‘‹πŸΌ You have a few ways to address this in Confluence at the moment. I would like to expand on @Bill Bailey's answer because it only works under certain conditions/with specific Confluence macros.

The most important thing is that it does not work with the latest page status feature recently added to Confluence. 

I'll be happy to explain in detail two ways that I hope will help you.

 

Reporting on page statuses with the status macro and page properties

You need to use the status macro and page properties. For the report, you use the page properties report.

You add your data and the status macro to a table in the page properties macro and can pull it into a report based on a page label. The table exists on the page in Confluence. It's pretty straightforward. 😁

That's an example of the table design on the page with some metadata like the status:

status.png

The report will look something like this. You can even customize the report a bit.

page_properties_report.png

This approach has a huge disadvantage because the status is only used as a macro and can be edited by any user. So you can't specify a fixed list and have a standardized set of statuses. You will have to educate the users on which statuses work best. 

The second disadvantage is that the macro for the report on the page properties does not provide filters for the report's content. You can only filter what to pull into the report based on a few things like labels, parent pages, titles, contributors, etc.

You can read more about it in the Confluence documentation:

 

Reporting on Confluence page statuses (content statuses) with Orderly databases for Confluence

If you want to use the page status (or content status like it is called in the UI) feature in Confluence spaces, you will need to tackle this differently. Mainly because it's still missing one or two essential features:

  • You have no way to quickly get an overview of page statuses as they are not supported by the page property report and the Confluence search
  • You cannot quickly edit the status without having to open the page editor and edit the page itself.

 

Start using the regular page status on pages like you would like to. That's the very easy part. πŸ˜„ If you now want to report on them and also have a way to be able to edit them from one central location (or on that page) without using the editor, I suggest having a look at our app Orderly Databases for Confluence on the Atlassian Marketplace. 

It's like tables and page properties but on steroids (and in smart) πŸ˜„ We recently added support for the page status field to the app to work with it more easily internally and to have a workaround for the given limitations. πŸ˜•

The gif below shows you a snippet of a table in Orderly with linked pages and their page status (and some other metadata you usually add to pages), which you can not only view but also edit directly. And yes, these are the page status name you have configured in that space the page is living in. So there's no messing up status names or creating inconsistencies. 🀘🏼

Page+Status+Short.gif

 

How do you get to this result?

In Orderly, the data exists not only on the page but in a database. So you don't have only the static table on a page and pull the information into a report. The information lives in this database and can be displayed and edited from everywhere.

I'll break it down to the most necessary steps on how to get the report:

  1. Create a database
  2. Change the title field to page link
  3. Add a page status field and reference the title field
  4. Create a new entry linking it to a page
  5. The page status is pulled into the database and you can edit it there as well

I recorded a quick and dirty screencast for you to see what I did. πŸ˜„ Including me forgetting the page name to add it to the database. You can also see that you can filter the database view. And later on save the filter as a standard view in macros to display a report on pages

Let me know if you have any questions. I'm happy to help! :)

Best, Max

Bill Bailey Community Leader Jul 19, 2022

Just to be clear, I am not suggestion the use of the status macro, but rather have a key for Status, and then whatever value the user wants for status. Gets around a lot of the limitations.

Thanks for the detailed feedback Max! I will keep these possible solutions in mind!

Like β€’ Max Foerster - K15t likes this

With the new "Page Status" feature, there should be a macro that can be used to list pages within a space based on a specific status.  To edit the pages to add a Status macro to take the place of the new Page Status feature, just defeats the purpose of the new Page Status feature when you really need or want to know what pages have what status throughout the system.  Please don't complicate things.  Just develop a feature with thought in mind please.

0 votes
Bill Bailey Community Leader Jul 18, 2022

Yes it is possible! You need to use the page-properties-macro on each page, and have one value as your status. Then you can have a report using the page-properties-report-macro to pull the information. I have used this structure many times as a way to store page attributes that can be easily queried.

Thank you! I would like to make use of the built-in page status feature, but I will keep this in mind if I change my approach!

0 votes

Welcome to the Community!

How are you storing the page "status"?

Thank you!

I am using this feature!

Screenshot 2022-07-20 095617.png

I am hoping to create a page where I can post a report with the pages that are In progress and Ready for review so my team members can see what pages still need input or approval.

Like β€’ Kieran Donnelly likes this

So annoying that many features come out half-baked. It's mostly useless in that one cannot report on this new status feature.

Like β€’ # people like this

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