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  • Current: Administrator Guide

Administrator Guide

Global Settings — Learn about the Settings that are available for the app.
Space Settings — Learn about the Settings that are available for Spaces.
Permissions — Learn about the Permissions that can be used to restrict the users who can Add/Remove Workflows to a Page.
Auto-Assign — Learn about how to automatically assign workflows to Pages.
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 and Approvals
Trigger — Learn about the initial Create step of a workflow
Variable Substitution — Learn how to include variables from the page within some of your Actions
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
Compliance Checklists — Verify that our apps comply with both FDA and ISO policies using our checklists
FDA Title 21 CFR Part 11 Checklist
Using the Workflows Audit Log
Approval Tokens (E-Signatures)
Credential Manager
Credential Domains
Credential Permissions
Adding Approvers on the Fly
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