Workflows

The Workflows component is used to create and manage workflows for Confluence pages.

A workflow in Breeze defines how content in your Confluence spaces is managed throughout its lifecycle by combining processes like approvals, reviews, and archiving. By assigning workflows to spaces or specific page trees, you can ensure that new or edited content is properly approved before publishing, and that existing pages are regularly reviewed or archived when they become outdated.

Creating a workflow

Navigate to the Workflows component and click Create workflow to open a new workflow form.

As shown in the image above, the workflow form provides the following three sections, which can be enabled individually.

Enabling the Approval section will add approval features to the workflow and activates the page statuses DRAFT and IN APPROVAL.

Enabling the Review section adds review features to the workflow and activates the REVIEW REQUIRED status. Similarly, enabling the Archiving section adds archiving features and activates the ARCHIVABLE status. Both of these sections define parameters for the automated workflow execution that detects outdated pages and marks them for review or archiving.

Learn more about the setup of approval workflows and review workflows.

Assigning a workflow

To assign a workflow to one or multiple spaces, click Update assigned spaces….

Search for the desired spaces and add them to the assignment list.

The search requires full words, i.e. type 'Project ' (with a space at the end) to find all spaces beginning with the word 'Project'.

Click Update assignments to assign the workflow to the selected spaces.

Workflow assignment requires admin permissions for each selected space.

Deleting a workflow

Before you can delete a workflow, make sure it’s no longer assigned to any spaces.

To unassign a workflow, click Update assigned spaces…. Then deselect all spaces and click Update assignments.

Once the workflow is no longer assigned to any space, you can delete it via the trash can icon.