Creating a custom workflow - Get started

Overview

A Comala Document Management workflow helps you manage the review and approval process for pages and blog posts in a Confluence space. After installation, the app includes three workflows.

A space administrator can create additional workflows in a space as custom workflows to meet your business, team, or project process needs.

Once added to a space, the custom workflow

can be enabled in the app space settings and applied to all your pages and blog posts in the space as a space workflow
is available in the workflow picker to be added on a page-by-page basis as a page workflow

Custom workflow

A custom workflow in a space can only be created in the app space settings by a space administrator.

Add a custom workflow using

the Create New Workflow button to open the workflow builder visual builder or code editor

You can also create a custom workflow in a space by

making a copy of an existing workflow using Duplicate in the Actions options and editing the copy

importing a workflow template by copying and pasting the JSON code of a workflow template into the code editor

Create a custom workflow using the visual editor

A space administrator can create a new custom workflow or customize an existing custom workflow in the visual editor.

The space administrator can duplicate one of the included workflows, and customize the copy. You cannot overwrite or remove the included workflows.

The visual editor lets you

You can customize individual approvals in the workflow to

allow manual assignment of reviewers from the workflow popup
set specific reviewers for an approval

You can also use the visual editor to create more responsive and flexible workflows by adding one or more:

workflow triggers to respond to workflow events and automatically execute one or more actions, such as adding a custom on-screen message notification on changing to a named state in the workflow

workflow parameters to manage the values used in your workflow, for example, users who are added as reviewers, due date values for the expiry of content

A space administrator can create a new custom workflow, or customize an existing workflow using the visual editor, or the code editor in the app space settings.

The workflow panel in the visual editor lists the workflow triggers and the number of workflow parameters added to the custom workflow.

Workflow builder also lets you toggle between the visual editor and the code editor using the editor option icons.

Changes saved in one editor are automatically updated in the other editor.

Create a new workflow

The app space settings include an option to Create a New Workflow.

This displays a two-state workflow in the visual editor that can be used as a starter workflow to customize and create a new custom workflow in the space.

Add a workflow name and use the editor to customize state names, add new states, add approvals and transitions

choose Save to add the workflow to the app space settings
use the toggle option buttons to switch between the code editor and the visual editor
select Exit to open the app space settings

Editing a custom workflow

A custom workflow added to the app space settings includes additional Actions options.

To edit a custom workflow, choose an Actions option

the visual editor

the code editor

A custom workflow can be deleted permanently from a space using the Actions dustbin option.