Creating Workflows

Overview

The Workflow Authoring Guide for Comala Document Management for Cloud is aimed at workflow authors – people who are creating custom workflow templates based on business documentation process milestones.

Workflows can only be created and edited in the space settings document management dashboard - 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

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

  • copying and customizing one of the workflows bundled with the app

  • creating a new custom workflow

The workflow builder visual editor or code editor in the space document management dashboard is used to create a new workflow and edit an existing workflow

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

Authoring Guide

workflow authoring guide icon

This guide should be used together with the