Creating a custom workflow
- Robert Alexander Marshall
Overview
A custom workflow can be created in a space by
editing an existing workflow in the space
creating a new workflow in the space
The three workflows bundled with Comala Document Management can be copied and the copy customized. The source bundled workflow template cannot be overwritten.
The workflow is created and edited using the following tools
A workflow can also be imported by copying and pasting the JSON code from a workflow template in another space or site.
The workflow visual editor and code editor are accessed in the space settings document management dashboard.
Create a custom workflow
Custom workflows are added to the space document management dashboard. You can
Create a new custom workflow
In the space document management dashboard
choose the Create New Workflow button
This opens the workflow builder visual editor.
The visual editor displays a simple two state workflow template as a starting point for your new custom workflow.
enter a name for the new custom workflow
choose Apply
The saved workflow can be edited in the visual editor to add
Duplicate a workflow to create a custom workflow
Each of the workflows bundled with the app can be copied and this copy edited to create a new custom workflow.
Workflow builder visual editor
Code editor
Import a workflow template using the code editor to add a custom workflow
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