This documentation relates to Ad hoc Workflows 3.2
If you are using version 3.1 of the plugin, please view the previous version of the plugin documentation

Manage workflows

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You can define the workflows that are applied to all pages and blog posts in the space, or create Workflow Templates (templates for sequences of states, approvals, tasks and rules) that you want to be available for future use.

Who can manage workflows?

Only Space and Confluence Administrators can manage workflows.

  • Space administrators can save page workflows as workflow templates to be available to other pages in the space. They can also make them Space Workflows to be the only active workflow on all the pages of the space.
  • Confluence administrators can promote existing workflow templates to make them global. A Global Workflow Template is available to pages in any space.

Access Workflows and Templates

  1. Click Browse > Space Admin.
  2. Select Workflows in the left column.

Workflow Template or Space Workflow?
  • If you want to allow users to select what workflow to use, then you use Workflow templates.
  • If you want a workflow to be applied to pages automatically, without users having to add them, you use Space Workflows.

You can manage which workflow templates are available for users on each states:

Option Description
Space Workflows

Space workflows apply to all pages and posts in a space. When the user creates a page or post, the workflow is automatically applied to it.

No templates can be applied to a page in that space.

  • To enable, click . Once enabled, all Space and Global workflow templates are disabled.
Space Workflow Templates
  • Templates in this group can be applied by users on a page or post in that space only.
  • Click to move a template into the Space Workflows group.
Global Workflow Templates
  • Templates in this group can be applied by users on pages or blog posts on any space.
  • Click to move a template into the Space Workflows group.

Operations Icons

Icon Description
Edit the workflow
Disable the workflow in a space
Enable the workflow in a space
Copy the workflow within the space
Permanently remove the workflow
Promote the template for use in all spaces
Make the workflow active for all pages in the space
Removing a workflow
If you remove a workflow from the Space workflows and Space workflow templates group, it is deleted permanently. You cannot move a Space-wide workflow back to workflow template.
Workflow description

Click the Workflow link to see its description.


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