Custom workflows in a space

Overview

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

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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

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• 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

  • workflow in another cloud space

  • server/data center workflow translated using the Workflow Translator for Cloud in the server/data center app

Create New Workflow

You can create a new custom workflow in the app space settings.

• choose the Create New Workflow button

The workflow builder visual editor is opened with a two-state workflow, which is the starting point for a new custom workflow.

Add a valid unique name for the workflow and choose Apply to allow you to

• edit the workflow

  • edit existing states

  • add new states

  • add other workflow elements such as approvals, state transitions, due dates, workflow parameters, and triggers

• Save to save the new custom workflow

• Exit to add the custom workflow to the app space settings screen

Workflows in the app space settings are ordered alphanumerically, making it easier to locate a workflow.

Duplicate a workflow

In the app space settings, you can Duplicate an existing workflow to create an editable copy as a custom workflow.

In the Actions options for a workflow:

• choose Duplicate icon

In the Copy Workflow dialog box

• add a unique name for the new workflow

• choose Submit

The new workflow, named My Simple Approval Workflow, is added to the app space settings.

Copy and paste an existing workflow template

You can use the code editor to copy and paste the workflow template JSON code to add a new custom workflow to a space:

Workflow templates in the server and data center are translated to cloud-compatible JSON code workflow using the Workflow Translator for Cloud feature in the server or data center app.

Copy existing workflow from another space in the cloud

For a workflow in an existing space, in the app space settings

• choose the Code Editor icon in the Actions options

In the code editor

• select all the workflow code in the Workflow Schema panel

• copy the selected code to the clipboard

Navigate to the app space settings in the destination cloud space

• choose the Create New Workflow button

• select the Code Editor icon in the right-hand navigator panel

In the code editor

• paste the source code into the Workflow Schema box

• choose Save

• choose Exit

The workflow is added as a new custom to the app space settings in the destination space.

Translate and import a server or data center workflow

The Workflow Translator for Cloud is a server and data center app tool to support your cloud migration.

A data center/server workflow can be translated into cloud-compatible JSON code using Workflow Translator for Cloud, which is available in the workflow builder in the Comala Document Management app in the hosted Confluence instance.

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

Any elements or parameters in the workflow that are not translated are listed in the Messages dialog box in the Workflow Translator for Cloud dialog box.

Related pages

Space Administration