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Custom workflows in a space



Custom workflows in a space

Overview

Workflows can be added to the space in addition to the three workflow templates included with the app.

cdmc_spacesettings_customworkflow_inactive.png

These are custom workflows. The space administrator can edit a custom workflow using the visual editor or code editor in the app space settings.

A custom workflow is added to a space by:

  • copying an existing workflow by selecting Duplicate in the Actions options for the workflow

cdmc_spacesettings_extract_customworkflow_duplicate_actions_highlighted.png
  • choosing the Create New Workflow option in the dashboard to create a new custom workflow using the visual editor

  • using the code editor to copy and paste the cloud-compatible JSON code from

Workflows are listed in the space alphanumerically the workflow name. You can manage the order workflows by using a naming convention for your custom workflow names by prefix, such as 01 Development Approval Workflow, 02 Project Goals Workflow.

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