Workflows
Each space has one workflow. Edit it in Space settings › Integrations › PageCycle › Workflow (space admins only).
The diagram
The top of the tab draws the workflow: statuses as colored boxes, moves as arrows. Solid gray arrows are moves anyone who can edit may make, purple arrows need a group, dashed arrows only an automation makes. Hover an arrow to see its name and who may use it. The number in each box is how many pages hold that status now.
Statuses
Each status has:
- Name: at most 20 characters, because it becomes the page's Confluence status.
- Color: one of Confluence's status colors.
- Kind: Draft, In review, Signed off, Needs attention or Archived. The kind drives the badge under the page title, the board's "stuck" list and the default automations.
The PageCycle badge under each page's title takes the status's color and a mark for its kind (a check for Signed off, an arrow for In review, and so on). A yellow corner means the page is flagged; a dashed outline means its Confluence status was removed.
When someone removes a page's status in Confluence, PageCycle flags the page and never puts the status back, in either mode. Removing the status is how a Confluence approval starts, and putting one back can cancel it. The page keeps its PageCycle status, automations leave it alone, and Move to warns you before a move that can end an approval.
Pages start in picks the status a page enters first.
New pages get gives every new page (and every copy) a status automatically, or leave it at No status so new pages start without one. A page created from a template that already carries an allowed status keeps it.
Every page shows PageCycle under its title: the status with its color badge, plus one fact when there is one (review date, flagged, status removed). Pages without a status show "PageCycle". Click it for Move to and History.
A new status takes its id from its name when you first save it (for example legal-review). The id is what search uses: pagecycle_state = "legal-review" in CQL finds every page in that status.
Moves
A move goes from one status to another and has a name (shown in Move to), optional groups and an optional "Needs a comment". No group means anyone who can edit the page.
In the default workflow, a page edited after approval goes to Needs re-review. From there, anyone who can edit it can Resubmit it to In review, and an approver who has read the change can Re-approve it straight to Approved, with a comment. Spaces turned on before PageCycle 1.1.0 keep the workflow they started with; a space admin adds Re-approve as a move from Needs re-review to Approved.
Saving
PageCycle refuses a workflow that would break pages or automations, and tells you why:
- a status name longer than 20 characters, or two statuses with the same name;
- a status nothing moves into, or one with no way out (except Archived kinds);
- two moves between the same pair of statuses;
- an automation that points at a status you removed.
Removing a status that pages hold. PageCycle shows how many pages are in it and asks where to move them. Each move is made as you: Confluence's page history names you, and PageCycle's History records it ("Moved by a space admin"). Then you can save. A page whose Confluence status was removed moves in PageCycle's records only, so the move can't cancel an approval on it. A page you can't edit stays in the status, PageCycle names it, and the status stays until someone who can edit that page moves it.
Renaming or recoloring a status that pages hold. Saving rewrites the Confluence status of each page in it, as you. A page you can't edit keeps its Confluence status, and PageCycle names it after the save.
Existing pages always keep their status when the workflow changes.