Confluence: Workflows & Approval
Objective
How can I create a workflow in Confluence?
Environment
Server/Cloud
Procedure
For Confluence Server, there are a number of third-party apps that provide workflow and review capabilities. Some of the most popular apps include Comala Document Management and the Page Approval app, which is free.
Comala Workflows adds the ability to moderate content before it gets published in Confluence. Users can select multiple reviewers, create a workflow for page approval and assign tasks for a specific page as you follow it through to publishing. Refer to Comala Document Management documentation for additional information.
A more informal way of performing document acceptance without the use of a third-party app is through page restrictions. With page restrictions, you can create an initial page, restrict the view of the page to only the editor and approvers, then remove restrictions and open the page to a wider audience once the necessary edits/approvals have been made.
For controlled change management of attachments, you can use an app called Arsenale Lockpoint. The app will add file check-in and check-out features while Confluence already versions attached documents natively.
For Confluence Cloud, there are a number of third-party apps that provide workflow and review capabilities. Some of the most popular apps include:
For controlled change management of attachments, you can use an app called Scroll Documents for Confluence. The app provides workflow statuses to manage the document review process from draft to approval to release.