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How to integrate Confluence Automation Rules with eSign Document Events
- Chris Cairns🔹Digital Rose
Overview
eSign Document Management & Training (eDoc) can be integrated with Confluence Automation rules to extend and customize eSign Document usage within your environment.
This capability is introduced through webhooks. The general configuration approach is as follows:
Create a new Rule in Confluence Automation triggered off a webhook.
Add one or more actions to the Rule.
Link the Rule into eDoc by adding the webhook URL to the appropriate event in eSign Space Settings.
This page will walk through an example rule that adds a page label and sends a group email on Release of a new Document Revision.
Confluence Automation is a powerful tool that is available in certain editions of Confluence. Online help for automation is available here: https://support.atlassian.com/cloud-automation/docs/confluence-cloud-automation/
For information and support on Automation please contact Atlassian.
Step 1 - Create a new Rule triggered off a webhook
As a Confluence Administrator, open the Automation menu for the space containing the eSign Documents and press Create Rule
Select Incoming webhook, then Next.
Then select For each: add a branch > Branch Rule / related entities
Add the following CQL query to the branch rule to allow automation to find the context page.
type=page AND id={{webhook.body.contentId}}https://support.atlassian.com/cloud-automation/docs/confluence-cloud-automation/
Step 2 - Add actions to the Rule - Send email
Select THEN: Add an action > Send email
Complete the 3 email fields with something like the following. Any smart values from the Confluence page or eSign Document (webhook.body) can be added as content.
Field | Example |
|---|---|
To | <your name> |
Subject | Document {{webhook.body.docId}} revision {{webhook.body.docRev}} has been released |
Content | This document has been released. Access it here: {{page.url}} eSign Document information: |
Press Next, then Turn on Rule
Give the rule a name (e.g. “Document Release - Email Notify”)
Step 3 - Link this Webhook to Document Release
In Automation Rule, click on the Incoming Webhook trigger and “Copy URL” to get the Webhook URL into the clipboard.
Open eSign Space Settings (for the space containing the Document Working Copies) and paste the webhook URL into the Webhook on Release field.
Save the changes and verify the URL shows on screen refresh.
Step 4 - Test the Automation Rule
Take a document revision through the release process in eSign Document. If the rule integration is successful, an email will be sent with a link to the release copy.
If it doesn’t work, check the Automation Rule audit log. It can help troubleshoot.
TIP - Add a delay for Release events. In some of our testing the Confluence rule was sometimes unable to find the new Released page as it was created moments before by eSign. Adding the 30s delay action after the webhook trigger node appeared to resolve that issue.
Appendix: Additional Resources
Action - Apply label
In this example, add a dynamic label containing the document Id with the following code:
Field | Example |
|---|---|
labels | {{webhook.body.docId}} |
Note that Confluence Automation rules run as the Actor configured in the Rule details. Rules that change pages are restricted by page security. For example, eSign can be configured to lock down released pages. In this scenario the Apply label action may be blocked by confluence security.