Creating custom workflows - 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 space document dashboard 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 space document management dashboard.
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 workflow builder
A new custom workflow can be created or an existing workflow customized for your own needs using the workflow builder visual editing tool.
The included workflows can be copied and the copy customized but cannot be overwritten.
Workflow builder visual editor allows you to
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 JSON triggers to respond to workflow events, for example, to generate custom notifications
using 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 new custom workflow can be created or an existing workflow customized using workflow builder visual editor or the code editor in the space settings Document Management dashboard. Changes made in one editor are automatically updated in the other editor.
Workflow builder also allows you to 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.
Editing a custom workflow
A custom workflow added to the dashboard includes additional Actions options.
Choose an Actions option, to edit a custom workflow using
the code editor
A custom workflow can be deleted permanently from a space using the Actions dustbin option.
The installed workflows cannot be edited but a copy can be created and this copy edited.