Add a workflow trigger using the visual editor
Overview
One or more workflow triggers can be added to a custom workflow to listen for a workflow event. These triggers can be used to undertake actions, such as sending a custom notification.
Comala Document Management workflow triggers are added to a custom workflow using the workflow builder visual editor.
An event for the trigger to listen for is selected using the dropdown menu. An optional event condition can also be selected using a dropdown menu. One or more actions for the trigger are added using the Add Action dialog box.
Triggers added to the workflow are displayed in the workflow panel in the visual editor.
Add a workflow trigger
To add a workflow trigger to a custom workflow, in the app space settings
open workflow builder visual editor for the custom workflow
open the trigger editor by choosing either
Add Trigger in the left-hand workflow panel
the + Trigger button in the right-hand navigator panel
Event
The trigger only listens for a single event.
select a single event for the trigger using the Event dropdown menu
Scroll down to view the available workflow trigger events.
Condition
One condition for the event can be added. Adding a condition is optional.
if required, add an event condition using the Condition dropdown menu
When adding the State condition, you must add the value of the workflow state. A workflow state for the current workflow is selected using the dropdown menu option.
The Is Initial State and Is Final State are each a condition with a boolean value of true or false.
Actions
A workflow trigger must have at least one action undertaken when the event occurs and any set condition is met.
You can add one or more trigger actions using the Add Action option.
choose Add Action to open a dialog box to select a trigger action
select a trigger action using the Actions dropdown menu