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 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

These are available in the space settings document management dashboard 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

The workflow builder visual editor or code editor in the space document management dashboard is used to

Custom workflows are stored in the space document management dashboard.

cdmc_spacedocumenbtmanagmeentdashboard_twocustomworkflows_noactive_workflow.png

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

Authoring Guide

This guide should be used together with the

Related Guides