---
title: "Workflows - Global"
canonical: "https://support.appfire.com/space/CDML/649530159/Workflows%20-%20Global"
format: markdown
---
> Macro (aura-html)


  


|  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- |
| **Global Workflows** | [Import Workflows](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649857980) | [Configuration](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649889951) | [Notifications](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649530054) | [Audit Log](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650347726) | [Advanced Configuration](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649529530) | [E-Signatures](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650347320) |

<span style="color: #808080">Screen Location: </span>[Confluence Administration](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650150846)<span style="color: #808080"> > Comala Document Management section > Global Workflow Templates</span>

## Overview

> Macro (excerpt)
> 
> The **Global Workflows Templates** dashboard lets a [Confluence Administrator](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650150846) manage the Comala Document Management workflow templates available in the instance.
> 
> ![image](media://2ee57a20-635c-45b2-b3f6-d96d26c80b05)
> 
> The global workflow templates dashboard lists all of the workflow templates added to the instance. These can be enabled (active) or made inactive for the instance by the Confluence administrator. 
> 
> Active workflow templates are available for space administrators to add to the [space tools Document Management dashboard](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649827041) in each space. Active global workflows are also added by default to the [page workflow templates dashboard](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649827962) in each space.

## Active and disabled global workflow templates

| Active | Enabled/Disabled | Notes |
| --- | --- | --- |
| ![image](media://29206983-cf7d-456c-9c0e-b69d7a82b22a) | Green tick<br>- Workflow template is enabled | A workflow template enabled in the global workflow templates dashboard is<br>- listed on the [page workflow templates](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649827962) dashboard
- available to add to the space workflows document management dashboard as a global scope workflow or a space scope workflow |
| ![image](media://257fba3c-2b49-4b52-9f80-67043bbaac75) | Grey cross<br>- Workflow template is inactive | A workflow template set as inactive in the global workflow templates dashboard is:<br>- **NOT** **listed** on the [page workflow templates](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649827962) dashboard
- **NOT** **available** to add to the space workflows document management dashboard in any space |
| Setting a workflow template as inactive in the global workflow templates dashboard prevents the workflow from being added to any space.<br>> ℹ️ Disabling the global workflow template *does not disable the linked global scope workflow already added in a space*.<br>Deleting a workflow in the global workflow templates dashboard<br>- Removes the linked (global scope) workflow in a space, but
- Does **NOT delete** any copy (space scope) of the workflow in a space |

## Workflow content label

If a workflow is labeled (see `label` parameter on [workflow macro](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649662219)), a label lozenge** **is displayed next to the workflow title in the dashboard.

![image](media://6445c8be-8581-4b82-ab0d-37bf0d3408b0)

The label filters the application of the workflow to content with the label.

## Spaces linked to the global workflow template

The **Linked** column provides details of how many spaces are using the workflow.

If a single space is using the workflow (global scope in the space workflows document management dashboard) the space key is displayed as a hyperlink to the space workflows dashboard in the space using the workflow.

![image](media://6a9d0cf9-0afc-4538-8f73-d5dbe4c05bb2)

If there is more than one linked space, choose the number shown to display a list of the associated spaces.

![image](media://c9b4facd-5ae7-43a0-8a4d-0b1c92971f28)

Linked spaces are when the global workflow template is either

- Added as a global scope workflow in the space
- Linked to the space category of the space

## Space Categories

The **Space Categories** column lets the global administrator [link the workflow to one or more space categories](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649629354).

When creating a new space, workflows can be added to a space based on the space category.

![image](media://b348cb89-1ef3-4e4c-87cc-41c49de0af25)

Workflows can be [linked to existing spaces using space categories](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649629354) by:

- adding one or more space categories to the workflow list entry in the global workflow templates dashboard
- choosing **Link workflow...** in the action menu to [link the workflow to the space category](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649629354)

**Link workflow..**. is only active if the global workflow template has a space category added. Each global workflow template can be linked to more than one space category.

## Actions menu

The **Actions** column provides options for interacting with the workflow itself.

![image](media://0ce82ae2-6c7e-4788-b93a-673120f18608)

- **Edit** allows editing of the workflow and opens workflow builder and the markup editor (for help with editing workflows, see [Workflow Authoring Guide](https://appfire.atlassian.net/wiki/spaces/CDML/pages/648611901))
- **Copy** makes a new, deactivated copy of the workflow
- **Remove** deletes the global workflow, also deleting it from any **Linked** spaces
- **Link workflow...** links the workflow to space categories. Only active if **Space Categories** has at least one space category added. Any linked spaces will be displayed in the **Link** column

## Create a new workflow

The **+ Create Workflow** button lets you to create a completely new workflow from scratch using the workflow builder and the markup editor.

![image](media://756b7474-a7f1-4a0b-ae45-a65aafbf0d4c)

A global administrator may also use the [Import Workflows dashboard](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649857980) to import a workflow to the global workflows templates dashboard from the [Comala Workflows Exchange repository](https://appfire.atlassian.net/wiki/spaces/CWE).

> 📝 To import workflows the global administrator must be a member of a Confluence group added to **Workflow Importer Group**. This option is found in the **Security** setting in Comala Document Management [global configuration](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649889951).

## See also

- [https://appfire.atlassian.net/wiki/spaces/CDML/pages/649529530](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649529530)
- [https://appfire.atlassian.net/wiki/spaces/CDML/pages/649629354](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649629354)