Overview
A custom workflow can be created by editing an existing workflow or creating a new workflow in a space using either
A workflow can also be imported by copying and pasting the JSON code from a workflow template in another space or site.
Create a custom workflow
To create a new custom workflow, in the space settings Document Management dashboard, you can create a duplicate of an existing workflow and edit this copy. You can do this by choosing Duplicate in the Actions options for an existing workflow A dialog box is displayed with the selected workflow name appended with Copy. A workflow bundled with the app cannot be overwritten. edit the workflow name Workflow names are validated - checking there is no other existing workflow with the same name and for the use of reserved characters. choose Submit The new workflow is added to the document management dashboard as an editable custom workflow. A custom workflow has additional options in the Actions options. remove the workflow from the space edit with code editor edit with workflow builder visual editor Choose the Actions pencil icon option to open the workflow in workflow builder visual editor. Use the visual editor to edit the workflow - add and edit: states, transitions, state colors, workflow parameters. Save the edited workflow Exit workflow builder to the space settings document management dashboard
Workflow builder visual editor
Workflow builder visual editor in Comala Document Management offers several simple ways to customize the look and feel of the workflows in a space It is a graphical way to edit a copy of an existing workflow or create a new workflow without using the complex macro JSON code.
Code editor
Workflow JSON code can be edited using the code editor. The editor can also be used to import other workflows into the current space by copying and pasting the JSON markup for the workflow from another space or site. JSON is a code language used to build the workflow. Only use this code editor if you are familiar with JSON. You can access the code editor for a space custom workflow in the space settings Document Management dashboard. The workflow template JSON code is displayed in the workflow schema box and can be edited directly in the editor. You can also open the code editor using the toggle button option in the workflow builder visual editor. For example, after choosing the Create New Workflow option button in the document management dashboard.
The workflow template JSON code is edited directly in the editor.
Access the Code editor for a custom workflow using the </> icon in the Actions options in the space document management dashboard. The workflow template JSON code is edited directly in the editor. The code editor validates any changes. Errors are displayed with details of the validation. The code editor does not allow the application of code with a validation error. JSON markup for triggers can also be added to a workflow using the workflow builder visual editor rather than the code editor. When editing a custom workflow in the workflow builder visual editor, the code editor is accessed using the code icon button in the right-hand navigator panel. Changes applied to the code editor are dynamically updated in workflow builder visual editor. Accessing the code editor using this option in the visual editor allows you to toggle between the visual and code editors.
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