Conditional User based on group in Comala

[Maahshid Vaziri]

Hi, 

I'm new to Comala Workflow Document, I want to set an approval macro based on creator,

which means that if the creator is in group A (group of confluence users define in confluence), the approver must be User 1, if the creator is in group B, the approver must be User 2.

how can I write these conditions in approval macro? is it possible?

Please help. Thanks

[James Conway · Accepted solution]

Hello @Maahshid Vaziri 

Please find below one potential approach, you will need to replace the lines with <angle brackets> with the correct values

{workflow:name=Conditional Approver Example}
    {workflowparameter:Approver 1|type=user}
        <Approver 1 user name>
    {workflowparameter}
    {workflowparameter:Approver 2|type=user}
       <Approver 2 user name>
    {workflowparameter}
    {workflowparameter:Creator Group A|type=group}
       <Creator Group A name>
    {workflowparameter}
    {workflowparameter:Creator Group B|type=group}
       <Creator Group A name>
    {workflowparameter}
    {state:In Progress|approved=Approved|taskable=true}
        {approval:Review|user=@Approver@}
    {state}
    {state:Approved|final=true|updated=In Progress|hideselection=true}
    {state}
    {trigger:pagecreated|group=@Creator Group A@}
        {set-metadata:Approver}@Approver 1@{set-metadata}
    {trigger}
    {trigger:pagecreated|group=@Creator Group B@}
        {set-metadata:Approver}@Approver 2@{set-metadata}
    {trigger}
{workflow}

Note that this only works in Space Mode with Pages (not blogs) on newly created pages. If you have more complex requirements, for example you have existing pages that you want to follow a similar rule, please could you open a ticket with us at https://support.comalatech.com

Kind regards

James

[Maahshid Vaziri]

Many thanks, @James Conway, I think it gonna work.

one other question I've, I create Groups in Confluence, Should I create workflow parameters again or I can call it only?

and Just for info, if I set Metadata, shouldn't I use the get-metadata macro when I want to get and use it?

[Maahshid Vaziri]

@James Conway 

I set this trigger in the markup so that when the page is created, the approver is also specified, but when the page is created in space, no one is assigned the approval.

{workflow:name=Simple Approval |key=spaceworkflow-1119345224}
{description}
A Simple Approval Workflow, a page's state can be for 'Review','Approved' or 'Rejected'. Only 'Approved' pages are visible to Read-Only users.
{description}
{pageheader}
||Owner|@creator@|
{pageheader}
{workflowparameter:Approver 1|type=user}
admin
{workflowparameter}
{workflowparameter:Approver 2|type=user}
K.Sh
{workflowparameter}
{workflowparameter:Creator Group A|type=group}
Comfort
{workflowparameter}
{workflowparameter:Creator Group B|type=group}
PMT
{workflowparameter}
{state:Editing|approved=Approved|rejected=Rejected|taskable=true}
{approval:Technical|user=@Approver@|exclude=@creator@}
{state}
{state:Approved|final=true|updated=Editing}
{state}
{state:Rejected|updated=Editing|taskable=true|colour=#FF5630}
{approval: Design}
{state}
{trigger:pageapproved|approval=Editing|partial=true}
{send-email:user=@creator@|Subject=Your recent Review Group approval}
Your Page Has been Approved By @approvalassignees@
{send-email}
{trigger}
{trigger:pagecreated|group=@Creator Group A@}
{set-metadata:Approver}@Approver 1@{set-metadata}
{trigger}
{trigger:pagecreated|group=@Creator Group B@}
{set-metadata:Approver}@Approver 2@{set-metadata}
{trigger}
{workflow}

[James Conway]

Hello @Maahshid Vaziri 

One -  I create Groups in Confluence, Should I create workflow parameters again or I can call it only?

• You can call directly or use workflow parameters, with parameters you can then manage using the parameters admin screen: https://wiki.comalatech.com/display/CDML/Parameters+-+Space+Tools

Two - if I set Metadata, shouldn't I use the get-metadata macro when I want to get and use it

• We are referencing the metadata items as 'value references', see https://wiki.comalatech.com/display/CDML/Metadata+references

Three - no one is assigned the approval.

• The specified user will be able to approve when they log in however you will not see them as 'assigned'. If you want to see them as assigned then you need to make two changes:

1. Add a new state called 'Start' that submits the page to 'Editing' - this initialises the approval and assigns the approver
2. Specify the approval as 'auto assigned' using the & character

• The changes will look like:

...
{state:Start|submit=Editing}
{state}
{state:Editing|approved=Approved|rejected=Rejected|taskable=true}
{approval:Technical|user=&@Approver@|exclude=@creator@}
{state}
...

If you have further questions, you'll get a more timely answer by contacting our friendly Customer Success team at https://support.comalatech.com

Kind regards

James