Comala Document Management workflow
- Robert Alexander Marshall
Overview
A workflow codifies a business or compliance process into a workflow template that consists of …
Workflow templates available include:
Workflow components
States and transitions
Content Reviews
Workflow Triggers
Workflow triggers can be used to add flexibility to your workflow. On a workflow event, a workflow trigger can change a workflow state; send a custom email; or add a custom on-screen message notification for your users.
Workflow triggers must be written in JSON code and added to the custom workflow using either the visual builder or code editor. Examples of the use of a trigger include:
Workflow Parameters
Workflow parameters can be added to a custom workflow using the visual editor. These can be configured to use different data types for the parameter value.
Workflow templates
The workflows available in a space are listed in the space settings document management dashboard. All spaces include three bundled workflows.
Additional custom workflows can be added to each space.
Bundled workflows with the app
The following workflows are included as templates in the space settings document management dashboard in all your spaces:
These workflows cannot be overwritten. A copy can be created and customized.
Custom workflows added to a space
A Comala Document Management custom workflow is created or edited using the workflow builder visual editor in the space settings document management dashboard.
Saving a custom workflow adds the workflow to the space settings document management dashboard.
A custom workflow can also be created by making a copy of an existing workflow in the dashboard.
Onboarding workflows (custom workflows)
Several custom workflows can be added to a space and applied using the Onboarding screen.
These are custom workflows added to a space using the options in the Onboarding screen and once added to a space they can be edited in that space.
Access to the Onboarding workflows is gradually being rolled out to customer Confluence sites. These are planned to be available to all customers by the end of Oct 2024.