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

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  2. Add the tight-bottom class to the next visible/non-collapsed block above this one to narrow the gap between the two blocks.
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