Creating Workflows

Overview

The Workflow Authoring Guide for Comala Document Management for Cloud is aimed at workflow authors – users who create custom workflow templates based on the needs of your business documentation process.

Workflows can only be created and edited in the app space settings. A workflow editor needs space administrator permission in a space to use the workflow visual editor and code editor.

On installation, the app includes several existing workflows

These are available in the app space settings in each space.

cdxc_spacedocumentdashboard_bubdledworkflows_noactive_wf.png

Custom workflows can be created based on your business needs. A custom workflow is created in a space by either

copying and customizing an existing workflow (including duplicating a workflow bundled with the app)
creating a new custom workflow

The workflow builder visual editor or code editor in the app space settings is used to

create a new workflow or edit an existing custom workflow
import a workflow template as JSON code

Custom workflows are stored in the app space settings.

cdmc_spacesettings_withcustomworkflows_alphanumerically_ordered.png

Workflows are listed alphanumerically by name.

The bundled workflows cannot be overwritten. A copy can be created and customized.

Authoring Guide

This guide should be used together with the