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Comala Document Management workflow

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Overview

A workflow codifies a business or compliance process into...

baw_graphic_wfbuilder.png

The following workflows are included as templates on installation of the app

Custom workflows can also be created to meet your business, team or project needs.

States and transitions

These define the milestones (states) and routes between them (transitions) of your process. Transitions can take place based on content change, a content review, or a trigger action.

Content Reviews

Content reviews (known as approvals) are key events in the content production lifecycle, where reviewers check the content and decide whether to approve or reject the content. Based on this decision the workflow moves the content to a new workflow state - a content review transition. For each review, you can assign one or more users as reviewers.

Workflow Triggers

As users interact with content and the workflow, events are sent, such as a state change, an approved review decision, or a task assigned.

One or more workflow triggers can be set to listen for an event such as a state change to a specific state.

When the event occurs, the trigger can set one or more actions. These include sending a custom email, setting a message, or changing the state.

You can use these triggers to augment the content production process and automate workflow transitions.

Workflow Parameters

A Comala Document Management workflow can easily be edited or created using the workflow builder visual editor.cdmc_wfbuilder_copycontentexpiryworkflow.png

The visual editor can also be used to inspect an exist workflow.

Each workflow is scripted using JSON code and is stored in a template. The workflow template can be edited in the code editor.

cdmc_codebuilder_copybasicapproval.png

Changes in one editor are automatically updated in the other.

A workflow template can be added and applied to an individual page, or more usually in production mode, a workflow is added and applied to all content across a space by the space administrator.

Workflow template

A Comala Document Management workflow can easily be edited or created using the workflow builder visual editor.cdmc_wfbuilder_copycontentexpiryworkflow.png

The visual editor can also be used to inspect an exist workflow.

Each workflow is scripted using JSON code and is stored in a template. The workflow template can be edited in the code editor.

cdmc_codebuilder_copybasicapproval.png

Changes in one editor are automatically updated in the other.

A workflow template can be added and applied to an individual page, or more usually in production mode, a workflow is added and applied to all content across a space by the space administrator.

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