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How do you assign a Comala workflow to a Template page?

I'm attempting to standardize documentation by using a template. I also need to apply a simple Comala workflow of Draft, Ready, Approved. How, if it's possible, do I add a workflow to a template page but not applied space wide?

2 answers

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Answer accepted

Hi Marcia,

I think you can do two things here:

  1. You can add a workflow to a blueprint. Check how to do it here. So each time that a page is created out of a specific blueprint, your selected workflow is applied.
  2. You can add a specific label to that custom template, and then, use workflows based on templates. I'm not gonna write how to do it, because you have a couple of discussions here and here.

Hope this helps!

 

Hello,

the links above to the 2 discussions are dead (old version of the support site). Would you mind updating them?

Thank you

Gorkas answer about applying workflows based on labels was a revelation!

 

The workflows need to be defined in the Workflows Dashboard (Space Tools->Comala Workflows) Click the big "Add Workflow" button and just follow the style guide comala outline in their docs site.

 

Here's the general idea..

{workflow:name=My Auto Workflow|label=software-approval|updatestatus=true}
workflow stuff
{workflow}

So now any page with the label software-approval immediately starts the workflow, as if you had right-clicked the page and gone "Add workflow"

So just adding that to the template, means that when you create a page form that template, the workflow starts.  It's perfect for creating templates with tailored workflows for whatever you coud imagine - software releases, engineering change notes,  time off requests, you name it.

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The Comala workflows are set up on a space by space basis. So if you open a new page (template or not) it will have the workflow applied in any space that you have set up the workflow. If the same template is open in a space without workflow, obviously it will not be applied.

Thank you Sandy. I did know that it could be applied via space or individual page. I was wondering if I could apply a workflow to a Template page but not space wide?  

Thank you again for responding so quickly.

I don't believe you can restrict the workflow to a template or page. I believe it is only by space. I'm curious why you would want to do this. If there is content that does not require workflow, maybe it belongs in a different space from the content that you want to go through workflow.

I was hoping there was a way to apply it to a template so that if a user chose a specific template the workflow would be applied but if they chose another, it wouldn't.

The use case is this: The Site houses project management documentation, project status report pages, and best practice guidelines that do not require authorization for posting. We would like to include an Retrospective/Accomplishments page where staff can submit their project experiences as a descendant page. Management wishes to include a content approval process (Comala) before officially posting these submissions. The template is being used to standardize the format of the submission as they could come from various users throughout the company.

Use a label. This works for user-defined templates but unfortunately not for blueprints. For blueprints, you can only click on "Attach Workflow" to enable some pre-defined workflow for that blueprint supplied by Comala.

For your own templates, simply add a label to the template itself and configure your custom workflow to be applied wherever that label is found. Like this:

{workflow:name=Document Approval|label=document_approval}

In the above, any page will have the workflow applied if it has that label or was created from a user template that has it.

Hey @Salim Morgan I tried this using a `User Created Template` with a label and then a comala "page workflow" template with the same label - did not seem to work for me. Is there anything else you need to setup?

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