Creating a custom workflow - Getting Started

Overview

A Comala Document Management workflow helps you manage the review and approvals process for pages and blog posts in a Confluence space. The app includes three workflows after installing the app.

Additional workflows to meet your business, team, or project process needs can be created or added to a space as a custom workflow.

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 or imported to the app space settings.

Open

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

Open

• 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 new custom workflow can be created, or an existing workflow can be customized for your own needs using the workflow builder visual editor.

Workflow builder visual editor lets you

• add new states and edit existing states

• add and edit state transitions

• add and edit approvals

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 workflow builder to create more responsive and flexible workflows by adding one or more

• workflow triggers to respond to workflow events, for example, to generate custom notifications

• 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

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

• choose 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.

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