Template optimazation

[Jo Heylen]

I'm setting up a QMS system, that minimizes maintenance and possible errors in the system.

I try to create a template with following:

* when the template is used to create a new page, the user should get a prompt asking for the name (title) of the new page. Preformatting (like PR.XX - name proces) is necessary (where XX is one of following possibilities, like MA, RD, MS, CS, QA)
-> decrease of wrong names

* when the user confirms the name, the title of the page is updated. At the same time, the title should be filled in automatically (using a variable?) in a table (Page Properties, and Page Properties Report Macro).
-> decrease effort on reporting

I'm struggling with variables, automation rules... 

[Tomislav Tobijas]

Hi @Jo Heylen ,

This would be a tricky one as Confluence doesn't support the usage of variables in page names. There's an open suggestion related to it: CONFCLOUD-37513: Use template variables in page title 

Now, what you could possibly do is use the workaround from the linked suggestion > create from a template macro.

It could probably look something like this:

1. Create a custom space/global template where you'd use variables for XX and process name (optional I guess)
2. Configure create from a template macro on one page where you'd automatically add some page name. It could probably be something like "PM.XX - name process". 
   Note: users would not need to rename this page before publishing.
3. Construct automation that would pull out values from the page properties macro/table (see example here) and automatically update the page name once it's published based on those variables from the page properties macro.
   *trigger here would be Page published followed by Create variable actions which would parse page content and store required values; lastly, you would probably need to use Send web request action (so, REST API) to update the page name > I didn't test this part yet.

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On the other hand, potentially something like a manual trigger with prompts could also do the work, but I haven't yet figured out can, within "Publish new page" action, add macros as page content (e.g. Page properties); and what would be the format there? Might be worth exploring though.

This would result in a prompt for end users (and it works for the page title, but again, you'd need to figure out the page content part.

Anyway, I hope some of this might help.

Cheers,
Tobi

[Jo Heylen]

Thank you for your reply Tobi! I will try this out.