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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 notationJSON code.

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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

    • 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

    • choose a state lozenge or one of workflow, state, 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 Save to update

      • updates the workflow in the visual editor with changes made in each component editor

    • choose Exit

      • returns to

      return to

      • the space settings document dashboard and

      add

      • adds the changes to the workflow in the document management dashboard

Accessing the visual editor

Excerpt
nameaccess_visualeditor

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

In the Document Management dashboard, under the Actions options for a custom workflow

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  • choose Edit Workflow

  • select Use Visual Builder from the dropdown menu

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Tip

The current space workflow can be changed using the Manage Workflows option in the space document management dashboard.

The current space

  • the pencil icon (Edit with Visual Builder)

The custom workflow opens in the visual editor.

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Excerpt
nameoptions_visualeditor

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A custom workflow in the space settings document dashboard can be edited

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to

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

  • add a new workflow state(s)

  • add/edit approvals including

    • managing the assignment of reviewers

    • setting a requirement for reviewer credentials

  • add/edit transitions between states

  • add/edit workflow parameters

  • add/edit workflow triggers

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save the workflow

Info

A workflow installed with the app cannot be overwritten.

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You can create a duplicate and save changes to

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the copied workflows

...

. You must add a new unique name for the copied workflow.

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Each new custom workflow is added to the list of workflows in

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the document management dashboard in the current space.

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Editing an existing custom workflow saves changes to

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

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

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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

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

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Info

The new custom workflow name must be unique to the space.

  • choose Submit

The copy of the included workflow is added to the space settings document management dashboard as a new custom workflow.

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Use workflow builder visual editor

  • choose Create New Workflow button option

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

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Save the new workflow and Exit the editor adds a new custom workflow to the space document management dashboard.

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

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Save the new workflow and Exit the editor adds a new custom workflow to the space document management dashboard.

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, each 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

Using Workflow Builder

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