Using Workflow Builder
- Robert Alexander Marshall
- Comala Publishing for Confluence Cloud
- Praveena Manohar
Analytics
Overview
Workflow builder visual editor in Comala Document Control offers several simple ways to customize the look and feel of a workflow.
The visual editor is a graphical way to create or edit a custom workflow.
You cannot edit the workflows installed with the app. However, a space administrator can duplicate a bundled workflow in the app space settings and edit the copy using the visual editor.
Using workflow builder visual editor
See below for detailed steps:
The visual editor is accessed for a custom workflow in the app space settings.
Choose the edit icon from the Actions options to edit a custom workflow with the visual editor.
The workflow builder visual editor opens with the selected space workflow displayed.
The workflow builder can be accessed for a custom workflow when the workflow is active or inactive.
The visual editor has two main sections:
Workflow Panel (left side)
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.
Workflow Navigator (right side)
You can use the navigator panel to view the workflow visually, toggle to the code editor, save changes to the workflow, and exit to 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.