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Overview
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Workflow builder visual editor in Comala Document Management offers a number of several simple ways to customize the look and feel of the installed workflows with the app.workflows in a space It is a graphical way to edit a copy of an existing workflow and or create a custom new workflow without using the complex macro markup notation. JSON code. |
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Workflow builder visual editor can also be used to understand and communicate the content and document life - cycles within your organization, or when starting a new project with a team or customer stakeholder, allowing a visual way of exploring the workflow states (your process milestones) and the transitions .(your process route options) |
Workflow builder
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The workflow builder visual editor has two panels
left-hand Workflow panel
choose, open the editor for each workflow component. You can
edit an existing state,
add or edit the workflow or parameters to open the editor for each workflow component
or add a new state using +Add State
right-hand Navigator panel displays the visual flowchart for the workflow. You can
choose a state lozenge or one of workflowthe Workflow, state State, parameter or Parameter buttons to open the editor for the workflow component in the Workflow panel
use the code editor icon button to toggle to the code editor
use select Save toupdate changes in the workflow in the visual editor with changes made in each component editorand in the app space settings screen
choose Exit to return to the space settings document dashboard and add the changes to the workflow in the document management dashboardapp space settings
Workflow triggers can be added as JSON code in the Triggers dialog box in the workflow editor.
You can also add a trigger using the code editor. The code editor includes workflow schema to help you build the workflow or add a workflow trigger.
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Accessing the visual editor
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Workflow builder visual editor is accessed for the current a custom workflow through the space tools Document Management dashboard.
The current space document management space settings in a space. In the app space settings, under the Actions options for a custom workflow
The custom workflow opens in the visual editor. |
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An existing workflow A custom workflow in the app space settings can be edited to create a custom workflow to
Any Each new custom workflow is added to the list of workflows in the Manage Workflows options the app space settings screen in the current space. editing
Editing an existing custom workflow saves changes to thatthe existing workflow unless you rename the workflow before saving and exiting the visual editor |
Related Pages
Child pages (Children Display) | ||
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. One or more custom workflows can be created in the space by one of the following
Duplicate an installed workflow and edit the copyDuplicate one of the included workflow templates and edit the customizable copy. In the space settings document management dashboard, for one of the included workflows, for example, Basic Approval Workflow
The workflow is added to the app space settings as a new custom workflow. Use workflow builder visual editor
Save the new workflow to add the new custom workflow to the app space settings. Import a workflow template JSON codeImport the JSON code of a workflow (from another space) using the JSON code editor
Save the new workflow to add a new custom workflow to the app space settings.
Using the Actions options, a custom workflow can be
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