Can I move my workflows to cloud?

Owned by
Robert Alexander Marshall
Last updated: Jan 23, 2024
1 min read

Workflows are not included in the migration to cloud. Your Comala Document Management workflows must be reproduced in cloud. You can do this by

  • manually creating workflows in workflow builder in Cloud or the JSON editor

  • using the workflow builder Workflow Translator for Cloud option in your server instance to translate each workflow into cloud-compatible JSON and this JSON workflow to your cloud site

It is recommended that these workflows are applied and validated in a test space prior to use in a production space.

Not all the features available in our server app workflows are available in Cloud. The Workflow Translator for Cloud tool includes warnings for a server workflow if elements are included that currently cannot be translated to cloud compatible JSON code. For example, workflow triggers are not included in the translation, but they are available in cloud with different features. The triggers must be added and set manually for each workflow using the code editor or workflow builder in the cloud space.

Ensure that the workflow applied in cloud uses the same workflow state names as the server workflow (including the use of lowercase/uppercase). Otherwise, the current workflow state may not be migrated.