/
Visual builder editor

Visual builder editor

Overview

The visual builder editor in Comala Document Management provides a graphical interface to edit an existing workflow or create a new one without writing code.

Here is a short demo on how to use the visual builder editor in Comala Document Management for Cloud.

https://www.youtube.com/watch?v=arOTt_Sig88

 

The visual editor has two main sections: the Workflow panel and the workflow navigator.

Workflow panel

You can use the workflow panel to add new workflow components and edit options for the workflow, each workflow state, workflow parameters, and workflow triggers.

The workflow panel is contextual. The options change according to the current task, such as adding or editing a state, editing an approval, and editing the workflow.

It has two views:

Workflow view

Workflow view showing workflow properties, triggers, states, and parameters.
Workflow panel

For a custom workflow, you can:

  • Click the workflow name to edit the name and description.

  • Add one or more workflow triggers.

  • Add, edit, and delete a state.

  • Add and edit workflow parameters.

  • Add and edit workflow triggers.

State view

State view showing the selected workflow state's properties, transitions, approvals, and parameters.
State view

In the state panel, for a custom workflow, you can:

  • Access the state editor to edit the state name, state description, state parameters, and expiry due date for the state.

  • Add or edit state transitions in the transitions editor.

  • Add or edit approvals and the approval reviewers in the approvals editor.

Visual builder editor displaying configuration options for a workflow state.
Visual builder editor

See Workflow elements and concepts for more information.

Workflow Navigator

You can use the navigator panel to view the workflow visually, toggle to the code editor, save changes to the workflow, and exit the app space settings. It also includes shortcuts to edit or add new workflow components, using the buttons or clicking on the workflow state lozenges.

Workflow navigator showing the workflow diagram and editor controls.
Workflow navigator

 

The Visual Builder Editor fully adapts to Confluence’s dark mode theme.

Visual builder editor displayed in Confluence dark mode.
Visual builder - Dark mode

Steps to use the Visual Builder Editor

You can edit an existing workflow or create a new one and edit it with the Visual Builder Editor.

To create a new workflow:

  1. Log in to your Confluence space. 

  2. Choose Comala document management under Space Apps.

  3. Click Create New Workflow. 

    Comala Document Management page with the Create New Workflow button.
    Create New Workflow

This opens the Visual Builder Editor.

  1. In the workflow panel of the Visual Builder Editor, enter the details of your new workflow:

    1. Add a name and a workflow description.

    2. Add one or more content labels to filter the workflow's app to the document content label. When one or more labels are added, the active workflow can only be applied to documents that have at least one of the specified labels. Select the Exclude labels checkbox to apply the workflow only to documents that don’t have any of the specified labels.

    3. Click Apply to save the changes in the workflow panel.

Create Workflow panel showing fields for the workflow name, description, and label settings.
Visual builder - create workflow

  1. Select Save in the navigator panel to update the workflow and the app space settings.

Navigator panel with the Save button indicated.
Save in the navigator panel 

  1. Click Exit to view the workflow in the app space settings.

Navigator panel with the Exit control used to leave the visual builder editor.
Workflows list

 

Related topics