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Overview
A custom workflow can be created in a space by
editing an existing workflow
in the space
creating a new workflow in
the space
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The three workflows bundled with Comala Document Management can be copied and the copy customized. The source bundled workflow template cannot be overwritten. |
The workflow is created and edited using the following tools
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A workflow can also be imported by copying and pasting the JSON code from a workflow template in another space or site.
The workflow visual editor and code editor are accessed in the space settings document management dashboard.
Create a custom workflow
Custom workflows are added to the space document management dashboard. You can
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Create a new custom workflow
In the space document management dashboard
choose the Create New Workflow button
This opens the workflow builder visual editor.
The visual editor displays a simple two state workflow template as a starting point for your new custom workflow.
enter a name for the new custom workflow
choose Apply
The saved workflow can be edited in the visual editor to add
Duplicate a workflow to create a custom workflow
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Each of the workflows bundled with the app can be copied and this copy edited to create a new custom workflow. |
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Workflow builder visual editor
Code editor
Import a workflow template using the code editor to add a custom workflow
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