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Overview

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titleDATA CENTER

Comala Document Management Data Center provides a workflow and approval process that serves can be used to support automated document management and approval processes in many different organizations.

Using REP Appfire Reporting, sophisticated reports can be built to access and review data from your Workflow dataapplied workflows.

This use case involves an integration between Reporting and Comala Document Management. Both apps must be installed before proceeding.

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Recipes

Child pages (Children Display)

Resources from Comala Document Management

Understanding the

Workflow Supplier

workflow supplier

The Comala Document Management workflow supplier allows you to access Workflow workflow data using Reporting. It is an extension of our existing set of Reporting suppliers

The 3 main objects supplied by the workflow supplier are

  • approvals

  • states

  • tasks

Any page with an existing Workflow will contain workflow contains these 3 objects.

To access the workflow data associated with each page or space, simply refer to the keys provided by the workflow supplier

Fetching data from Comala Document Management workflows

Accessing the Comala Document Management workflow data is the same as any other key. Just refer Refer to the workflow supplier to figure out what you would like to report on.

If you are an existing Reporting user, then this should be easy (smile) This a straightforward task for a user with some experience of the Appfire Reporting app.

Example

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workflow:state>name returns the name of a page's state,

  • in this case it

's '
  • is the In Progress

'.
  • state

workflow is the prefix, and state is the key.

name is the chained key of state.

Limitations of Comala Document Management workflows

  • Under Approvals , there are 2 keys to determine approval: 

    • approved and rejected with Boolean values that

    are basically a negation of
    • negate each other

      • e.g. when a page is not yet approved, then approved==false and rejected==yes.

    • this is unintuitive because if a page is not approved, doesn't it does not mean it's rejected either

    • because of this design, users will not be able to cannot report on a list of rejected pages. The report would be

      • the report is a list of 'unapproved' pages

      instead

  • Cannot access workflow:tasks or workflow:approvals directly

    • if report-info: workflow:tasks>name is done,

      • nothing is returned

    • instead, the workaround should be:

      • {report-on: workflow:tasks}

      • {report-info: name}

  • Because all workflow fields are initiated to '' when a workflow is initializedinitialized”, that means all values are already a string

    • in most cases cases, report-empty will  does not work

    • the workaround is to have very use meaningful names in the 'default value' field

  • Tasks and Approvals should be are accessed using a collection-filter instead of a text-filter or date-filter

    • this is because there are multiple tasks/approvals under the tasks object

Info

Chaining a collection:first to task is unintuitive and bad UX.