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Workflow translator for cloud

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Overview

This is an initial release of our Workflow Translator for Cloud. Further versions will have greater capability. For example, support for the translation of further server workflow elements and parameters to cloud compatible JSON code.

A data center/server workflow can be translated into cloud compatible JSON code using Workflow Translator for Cloud available in workflow builder.

This feature can be disabled and hidden in workflow builder by the global admin configuration for the app (v6.18.0 or later).

The workflow cloud compatible JSON code can be copied and then added to a cloud site space using the app workflow code editor in cloud.

As some product features in Cloud are different to data center/server, the workflow builder cloud translator will not translate all the elements and parameters of the data center/server workflow into a cloud compatible JSON workflow.

Workflow Translator for Cloud is available when accessing workflow builder for a workflow in the global workflows dashboard; the space settings document management dashboard; and on a page with an applied page workflow.

Workflow Cloud translator view

The workflow cloud translator button (if enabled) is displayed in the workflow builder navigator panel.

Workflow translator for cloud can be used to translate the server workflow for a selected workflow to cloud compatible JSON code. This can be copied and pasted to the Comala Document Management Cloud workflow code editor in a cloud site.

Choose the Cloud Translator button in the workflow builder navigation panel to view the current workflow in the cloud translator.

Choose the Translate button to translate and display the cloud compatible JSON code for the workflow in the Translated Workflow dialog box.

Any workflow elements or parameters that are not translated to cloud compatible code by the tool are listed in the Messages dialog box.

Some elements and parameters of the server workflow may not be cloud JSON compatible.

Select copy icon next to the Translated workflow box title to copy the workflow cloud compatible JSON code to the clipboard.

Paste the cloud compatible code to the Comala Document Management Cloud workflow code editor in a space in your cloud site (or paste as a text to a text/code editor for storage).

Elements listed in the Messages dialog box will need to be recreated manually in the cloud workflow using workflow builder or code editor in cloud, for example, workflow triggers. Cloud triggers use different functionality, including different workflow events and trigger actions. The product comparison page for Comala Document Management can be used to check the feature differences between the server and cloud apps.

Workflow elements translated to cloud compatible JSON

Workflow translator for cloud translates the following elements and their parameters of a server workflow into cloud compatible code.

  • Workflow

    • name

    • description (if present

    • state

      • name

      • description (if present)

      • final

      • color

      • due date 6.18.0+

    • state transitions

      • select*

      • approved

      • rejected

      • updated

      • expired

    • approval

      • name

      • description ((if present)

      • approve button label (if present)

      • reject button label (if present)

      • credentials 6.18.0+

      • minimum 6.18.0+

      • assignable 6.18.0+

      • user 6.18.0+

      • group 6.18.0+

      • selectedapprover and selectedapprovers 6.18.0+

    • workflow parameters 6.18.0+

* The submit transition is not translated directly but when present in the server workflow it is created in the cloud compatible JSON code as a select transition with a single destination state.

What is not translated to cloud compatible code?

Unsupported workflow elements not included in the cloud compatible JSON code translation

Workflow parameters can be created and used in a cloud but these have different functionality to those in server.

Workflow JSON code triggers can be created and used in a cloud but these have different functionality to those in server.

Metadata and other values references are not translated.

In cloud, unsupported parameters include

For the workflow

  • header parameter

  • footer parameter

For a workflow state

  • hideselection parameter

    • not available in cloud

  • hidefrompath parameter

    • cannot be hidden from the progress bar in the workflow popup

  • taskable parameter

    • manual addition of workflow tasks by a user is not supported

  • changeduedate parameter

    • user by default can edit the due date for a state

Read Confirmations are not translated in the cloud compatible code. In a cloud site, read confirmations are added using the Comala Read Confirmations Cloud app.

Further releases of the Workflow Translator for Cloud tool will include additional support for the translation of workflow elements and parameters to cloud compatible JSON code and may include some currently listed above as not supported.

Use workflow translator

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See also

Comala Document Management Server and Data Center

Migration: Comala Document Management to Cloud

Comala Document Management Cloud

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