Administrator Guide

How to use the Workflows Table — Learn how to use the Workflows table to Create/Edit Workflows

• Creating a Workflow — Learn how to create a brand new workflow for your instance
• Deleting and Migrating a Workflow
• Importing a Workflow
• Viewing your Completed Actions

Built-In Workflows — Have a look at the five workflows that are included in Workflows for Confluence

• Basic — Simple two step workflow with no approvals
• Simple Approval — A workflow with a single approval step
• Content Expiry — A workflow with an approval step, once approved the page will expire after 1 month and return to the start of the workflow
• Content Restricting — A workflow that includes an approval, and will restrict the content until it's been approved.
• Two Stage Approval — Workflow that contains two approval steps.

Other Examples of Workflows

• Publishing Workflow — Workflow that contains an approval and publishes the content to a new space on Approval

Key Features of a Workflow

• Actions — Learn about the automation you can use during your workflow
• Logic — Learn about Statuses, Approvals, and Official Versions
• Trigger — Learn about the initial Start step of a workflow
• Variable Substitution — Learn how to include variables from the page within some of your Actions

Managing Approval Cycles

• Managing Additional Approvers
• Approval Tokens (E-Signatures)
• Configuring Communardo Metadata Approvers in Workflows for Confluence

Automatically Apply Workflows

• Auto-Assign — Learn about how to automatically assign workflows to new Confluence pages.
• Bulk Change — Learn about how to automatically assign workflows to existing Confluence pages.

Credential Manager

• Credential Domains
• Credential Permissions

Compliance Checklists — Verify that our apps comply with both FDA and ISO policies using our checklists

• FDA Title 21 CFR Part 11 Checklist