Versions Compared

Version Old Version 2 New Version Current
Changes made by

Robert Alexander Marshall

Praveena Manohar

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
minLevel1
maxLevel6
outlinefalse
typeflat
separatorpipe
printablefalse

Overview

Excerpt
namevisualeditor

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.

Image Removed

JSON code.

...

Tip

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

...

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.

...

Accessing the visual editor

Excerpt
nameaccess_visualeditor

Workflow builder visual editor is accessed for the current a custom workflow through the space tools Document Management dashboard. 

  • choose Edit Workflow

  • select Use Visual Builder from the dropdown menu

Image Removed
Tip

The current space workflow can be changed using the Manage Workflows option in the space 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

cdmc_documentmanagementdashboard_extract_copy_baw_wf_actions_pencil icon_highlighed_visualeditor.pngImage Added

  • choose the pencil icon to Edit with Visual Builder

The custom workflow opens in the visual editor.

Image Removedcdmc_visualeditor_copybundledworkflow.pngImage Added
Excerpt
nameoptions_visualeditor

An existing workflow A custom workflow in the app space settings can be edited to create a custom workflow to

  • customize an existing state name(s); indicator color; due date; set as the final workflow state

  • add a new workflow state(s)

  • add /or edit approvals, including

    • managing the assignment of reviewers

    • setting a requirement for reviewer credentials

  • add /or edit transitions between states

  • add /or edit workflow parameters

  • add /or edit workflow triggerssave the workflow

Info

A workflow installed with the app cannot be overwritten. When saving However, you can create a duplicate and save changes to these the copied workflows you . You must add a new, unique name for the copied workflow.

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

cdmc_appspacesettings_extract_multipleworkflows_one active_orderedlist.pngImage Added

Info

Workflows are listed alphanumerically in the app spaces settings to help locate a workflow.

Editing an existing custom workflow saves changes to

that

the existing workflow unless you rename the workflow before saving and exiting the visual editor

Related Pages

Using Workflow Builder

Child pages (Children Display)
pageUsing Workflow Builder

User Guide

...

.

One or more custom workflows can be created in the space by one of the following

Table of Contents
minLevel4
maxLevel4
outlinefalse
stylenone
typelist
printabletrue

Duplicate an installed workflow and edit the copy

Duplicate 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

  • under the Actions options

  • choose Duplicate icon option

cdmc_documentmanagementdashboard_baw_wf_duplicateoption-highlight.pngImage Added

  • add a new name for the copy in the Copy Workflow dialog box

cdmc-copyworkflow_dialogbox.pngImage Added
Info

The custom workflow name must be unique to the space.

  • choose Submit

The workflow is added to the app space settings as a new custom workflow.

cdmc_documentmanagementdahboard_newcustomcopy_baw_wf_visualbuilder_action_highlight.pngImage Added

Use workflow builder visual editor

  • choose Create New Workflow button option

cdmc_documentmanagementdashboard_createnewworkflow_button.pngImage Added

  • edit the simple two-state workflow in the visual editor

cdmc_createnewworkflow_visualbuilder.pngImage Added

Save the new workflow to add the new custom workflow to the app space settings.

Import a workflow template JSON code

Import the JSON code of a workflow (from another space) using the JSON code editor

  • choose Create New Workflow option

  • select the Code Editor toggle { } button

  • copy and paste workflow template JSON code in the Workflow Schema

cdmc_wfbuilder_codeeditor_workflowschema.pngImage Added

Save the new workflow to add a new custom workflow to the app space settings.

Tip

Before exiting the code editor, you can toggle from the code editor to the visual editor to customize the imported workflow

Using the Actions options, a custom workflow can be

  • edited in the space using the visual editor or code editor

  • removed from the space

  • copied in the space

Related Pages