How to use confluence automation to create pages with predefined children pages as drafts

Tami Dubi
Contributor
November 28, 2024

Hi,
I have a work process that requires the users to create several different types of documentation for different uses connected to the same topics. The documentation creation is based on a workflow that takes several weeks so not all the pages need to be created at once and the trigger of creating the children pages could be generated manually by a button. The page and child pages are based on templates already defined.

For the explanation I will call the parent page A and children pages A1, A2, A3
I also want to establish the following:
1. Part of the title of page A should appear as part of the children's page title (the title of the children's page title is {{part of title A}} - {{document type}}

2. All the children's pages have a macro and include a page macro that includes their parent page (in an expand button).

3. Page A2 should include an excerpt of Page A1. 

Do you have any suggestions on how to accomplish that using Confluence Premium Automation? I want to implement this solution on various working processes. 
Thanks,
Tami

1 answer

0 votes
Cyrille Martin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 29, 2024

Hi @Tami Dubi 

You can do it with Automation, some page Templates and with Reporting plugin.

With Automation you will generate the children pages with the correct template.

You can trigger the first automation rule on the page published and the presence of a label (documentation for example) and a page status.

You will use the page status to navigate through the different phases of the whole documentation generation.

Capture d’écran 2024-11-29 à 18.36.30.png

Something like that.

Then when you go through the different status on you holding page for example moving from "Rough draft" to "in progress" you can generate your next child page (one or several)

Capture d’écran 2024-11-29 à 18.38.46.png

Here again you need to use page template for your child page.

To be robuster, you could add label to indicated you already go to a specific status and avoid the automation rule to generate a child page already existing.

 

To cover the second part of your need, you have to use Reporting plugin to allow you the display the parent page in the child page

This plugin can display the content of a page in another page, quick easily, you can look at the documentation.

To display the excerpt of the page -1 in the page -2, it will be possible but a little bit more difficult.

Best Regards,

Cyrille

Tami Dubi
Contributor
December 1, 2024

Thanks for the answer
As for including information from another page, I don't get the difference between Include page/ Excerpt macro and report. 
I am fine with the Include Page/Excerpt macro I just need for the included part to be taken automatically from the pages defined in the same branch (under the same parent). 
FYI I don't intend on purchasing additional add-ons. 
Thanks,
Tami

Cyrille Martin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 2, 2024

Hi @Tami Dubi 

The include macro will diplay the whole page you are including.
The excerpt include macro will display the content put in the excerpt macro of the page mentioned or if there is no use of the excerpt macro it will take the first paragraph of the page.

I indicate those 2 macros beause you said :

2. All the children's pages have a macro and include a page macro that includes their parent page (in an expand button).

3. Page A2 should include an excerpt of Page A1. 

I mention the usage of the plugin Reporting, to avoid on the each creation of the page A1 to select manually the parent page, and for the page A2 to select the page A1 in the sibling.

If editing those page at the creation is not a show stopper then you don't need Reporting plugin.

Regards,

Tami Dubi
Contributor
December 3, 2024

Hi Cyrille, 
Thanks, so in the tools today that are included in Confluence (no adds-on) there isn't a way to automate a changing page that will be included according to the location of the page that has the "include page" macro.

Cyrille Martin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 3, 2024

Hi @Tami Dubi 

No indeed

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