Creating a Workflow
Learn how to create a new workflow from scratch.
Replace me with a more complete explanation of what this how-to accomplishes.
Navigate to the Available Workflows
From any page in the space where you want a workflow, open the Confluence Menu.
In the Confluence Sidebar, click the "gear" icon that says "Space Tools" (note: it is in the lower left corner of the screen)
From this menu, click on "Content Tools"
In the next screen, click the tab that says "Apps" (it is at the far right-side of the list of tabs)
The "Apps" tab opens up a new set of sub-tabs, one of these is called Available Workflows
Here you can see the workflows that are available for use in this space
Add a New Workflow
Under this table, click the "+Workflow" button to add a new workflow
Describe Workflow
The Workflow Wizard opens. There are two tabs in this wizard.
The first tab defines the workflow, including it's name, type, visibility, and initial label.
Enter your details in the first tab and then click the second tab
Add Steps
The second tab defines the steps of the workflow. Each step corresponds to a reviewer (or group of reviewers) and label
To add a step, press the "+Step" button
To add a reviewer click "+Reviewer" and start typing an individual user or group, then select from the drop-down list
You may add multiple reviewers to any step, just click the +Reviewer button and add another individual or group (see info box below)
Next, add a label by pressing the "+Label" button, entering the label name, and pressing the "enter" or "return" keys on your keyboard
To add another step, simply press the "+Step" button
Save
When finished adding information and steps, press the "Save" button.
That's it!
When there are multiple reviewers in a step, the following behavior occurs:
- If there are only individuals, then each of the individuals must approve for the step to advance
- If there is a combination of individuals and groups, then each of the individuals and any member of the group must approve for the step to advance
- If there are only groups, then at least one member of each group must approve for the step to advance