---
title: "Configuration - Global"
canonical: "https://support.appfire.com/space/CDML/649889951/Configuration%20-%20Global"
format: markdown
---
> Macro (aura-html)
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| --- | --- | --- | --- | --- | --- | --- | --- |
| [Global Workflows](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649530159) | [Import Workflows](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649857980) | **Configuration** | [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) | [Migration Assistant](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649562633) |
Screen Location: [Confluence Administration](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650150846) → Comala Document Management section → Configuration
## Overview
The global Comala Document Management configuration screen is used to set global configuration options for the behavior of Comala Document Management, including workflow visibility for users.
## Configuration
> Macro (excerpt)
>
> 
>
> > ✅ Some of these settings can be overridden at the space level on a space-by-space basis—see [Configuration - Space Tools](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649956239).
>
> You can also configure **[Security](https://appfire.atlassian.net/wiki/spaces/AWPD/pages/617497581)** options, including setting the spaces where workflows can be applied or are restricted.
| Setting | options | Notes | Version |
| --- | --- | --- | --- |
| ### Workflow Activity and Drafts Visibility
Who can see workflow activity and unpublished drafts?
See also:
- [Publishing](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649923873)
- [State Status Indicator Circles](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650152863) | **Space Administrators and Page Editors** | **Default: Recommended for most use cases.**
Unpublished drafts and activity reports will not be visible to users who can otherwise usually be able to view the content. | |
| **Anybody** | Anyone who can typically view the content can view drafts and activity reports. They will also be able to take part in [Content reviews](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650313809) (v4.6+). | |
| ### Default Tasks Mode
Who can complete tasks?
See also:
- [Tasks](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649694408) | **Strict** | Only the task assignee or task creator. | |
| **Lenient** | **Default: Recommended for most use cases.**
Any user who can edit the page/blog. | |
| ### State's Task Behaviour
What happens to incomplete tasks from the current state if the workflow transitions to a new state?
See also:
- [Tasks](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649694408) | **If the page state changes, open tasks will be closed** | Incomplete tasks will be closed. | |
| **If the page state changes, open tasks will be moved to a new state** | **Default: Recommended for most use cases.**
Incomplete tasks are copied to the new workflow state. | |
| ### Approval Comment
Mandate reviewer comment when Approving or Rejecting content?
See also:
- [Reviews](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650153766) | **Optional** | **Default: Recommended for most use cases.**
Comment is optional. | |
| **Required** | A reviewer must add a comment during content reviews. | |
| ### Page Update Reset Approval
If an approval (content review) is in progress, what effect does editing the content have?
See also:
- [Reviews](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650153766) | **Reset** | **Default: **Any existing Approve/Reject decisions will be reset. | |
| **Ignore** | Existing Approve/Reject decisions will be retained. | |
| ### Published View Macro Transform
Which version of content should the [include](https://confluence.atlassian.com/doc/include-page-macro-139514.html) and [excerpt-include](https://confluence.atlassian.com/doc/excerpt-include-macro-148067.html) macros show?
See also:
- [Same-space publishing](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649794062) | **Enabled** | **Default: Recommended in most use cases.**
Use the published version if available; otherwise, use the latest version regardless of workflow state. | |
| **Disabled** | Show the latest version, regardless of workflow state. | |
| ### Document Actions Dashboard*
When enabled, any pending document actions for the current user are displayed on the Confluence dashboard. | **Enabled** | **Default: **Displays the current user's pending document actions (assigned tasks, assigned approval reviews) on the Confluence dashboard. | v6.14.0+ |
| **Disabled†** | The current user's pending document actions are not displayed on the Confluence dashboard. | |
| ***** The Document Actions Dashboard is available from Comala Document Management v6.14.0
**†** If using the [Siebert Media Linchpin Essentials Theme app](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649826496), then the **Document Actions Dashboard** should be disabled | |
| ### **Enable CDM Actions in Page Tools** | **Checked** (Enabled) | **Default**: Comala Document Management actions are displayed in the[ page tools menu](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649856105).
> ℹ️ These app actions include **Add Task**, **Add Page Workflow**, **Add Read Confirmation**, **Edit Parameters**, **Remove Page Workflow**, **Remove Read Confirmation**, **Edit with Workflow Builder**, **Edit with Markup**. | v7.7.0+ |
| **Unchecked** (Disabled) | When the option is not checked, the app actions are not displayed in the page tools menu. |
## Enable Usage Statistics and Enable Comala Document Management Migration Assessment
By default, anonymous usage statistics are enabled. These are sent to Comalatech to help improve the product.
You can also enable the [Comala Document Management Migration Assessment](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649562633) to collect and store usage data, which can be copied and added to a [support](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649266094) request.
| Setting | Options | Notes |
| --- | --- | --- |
| ### Enable Usage Statistics | ***Checkbox ****(Default: checked)* | When enabled, anonymous usage statistics are sent to Comalatech to help improve the product. |
| ### Enable Migration Assessment data storage | ***None*** | The [Comala Document Management Migration Assistant](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649562633) collects and stores usage data.
> 📝 See the [Comala Document Management Migration Assistant](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649562633) page for information. |
## User Onboarding
> 📝 **User Onboarding** only works for a new Comala Document Management app installation.
Check the **Enable Onboarding** box to enable an option for a user to undertake an app tour and access tips.
It is accessed using a message notification on a page. The user can turn off the notification using an option in the message box.
| Setting | Options | Notes |
| --- | --- | --- |
| ### User Onboarding | **Enable Onboarding**
- checkbox** **(Default: checked)
**Display top bar Link**
- checkbox ** **(Default: checked) | When enabled (checked):
- introductory information and tips are available for users: [User Onboarding](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649922695)
- link to Onboarding is displayed in the Confluence topbar. |
## Show or hide workflow translator
[v7.1.0 Data center] [v6.18.0 Server]
Check this option to turn off the display of the workflow translator option in the workflow builder for all users, for example, using the workflow builder visual editor.
> ℹ️ By default, workflow translator is displayed when accessing the workflow builder in the global workflows templates dashboard and space workflows dashboard and when editing a workflow added as a page workflow. Workflow translator
> ✅ The workflow translator translates a server/data center workflow into a cloud-compatible JSON template.
| Setting | Options | Notes |
| --- | --- | --- |
| ### Workflow Translator | **Show the Workflow Translator**
- checkbox** **(Default: checked) | When enabled (checked), the [workflow translator ](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649924970)option is displayed in the workflow builder. |
## Security
> Macro (excerpt)
>
> 
| Setting | Options | Notes |
| --- | --- | --- |
| ### Space Workflows
Which spaces can use [Space Mode](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649531846)? | *List of spacekey* | A list of comma-separated space keys
Leave empty for no spaces, or specify `ANY` to indicate all spaces |
| ### Page Workflows
Which spaces can use [Page Mode](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649628831)? | *List of spacekey* | A list of comma-separated space keys
Leave empty for no spaces, or specify `ANY` to indicate all spaces |
| ### Workflow Importer Group
Space admins in the specified group are allowed to import workflows.
See also:
- [Import - Global](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649857980)
- [Import - Space Tools](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649627884)
- [Workflows Exchange](https://appfire.atlassian.net/wiki/spaces/WORKFLOW) | *User group* | Set as confluence-users to allow all space admins to import workflows.
> 📝 After a workflow is imported, it can be used just like any other workflow; the restriction only applies to the import action, not subsequent use.
> ⚠️ Make sure you enter a valid user group name. |
| ### email Any Address
Which email addresses can you use in the [{send-email} macro](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649924039)?
See also:
- [Notifications - Global](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649530054)
- [Notifications - Space Tools](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650119000) | **Disabled** | **Recommended in most use cases.**
Only email addresses associated with a registered user account |
| **Enable** | Use any email address |
## Loop Watchdog
These settings are used to detect infinite loops and terminate any offending workflows. It's recommended that the default values be left.
Likely causes of infinite loops include:
- cyclic or recursive use of the [set-state macro](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649727251)
- cyclic use of the `due date` parameter on the [state macro](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649531575).
| Setting | Options | Notes |
| --- | --- | --- |
| ### Maximum Events
If this amount of events is exceeded on a single page by a single user, the threshold timer will start (see below). | *Number* | Default: `20` |
| ### Time Threshold (seconds)
If the Maximum number of Events is exceeded for this time, the loop will be treated as infinite, and the process will be terminated. | *Number* | Default: `20` |
## Impersonation group for Refresh Data
Edit the settings to add a Confluence user group with global administrator permissions. This user group is used to impersonate a Confluence admin when running the refresh data process in a space. It lets a space administrator successfully [refresh the workflow data for a space](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649859819), including pages with page-level edit restrictions.
| Setting | Options | Notes |
| --- | --- | --- |
| ### Admin user group | Default value: **Not set**
Accepted value: Confluence user group
- requires a group with Confluence global administrator permission | When set, a user from the user group is used to impersonate a Confluence admin when running the refresh data process in a space.
This ensures the process has access to restricted pages in the space. |
## Administrative Events Logging
Comala Document Management events are logged in the Confluence Audit log.
