Sample Document Management workflow

Importing workflows

Sample Document Management workflow	_{requires v3.0.2+}
_{com.comalatech.workflow.repository.categories.label:}_{Document Management}_\|_{Technical Documentation}_\|_Sample
-	A sample document management workflow to illustrate how different approvals may be required depending on the labels on a page

Sample Document Management Workflow

{workflow:name=Sample Document Management workflow}
	{description}
        Simple quality management workflow incorporating page labels to identify the page approver. 
    {description}
    {workflowparameter:Change Management Director|type=user}
       @user@
    {workflowparameter}
    {workflowparameter:Implementation Director|type=user}
        @user@
    {workflowparameter}
    {workflowparameter:Document Manager|type=user}
        @user@
    {workflowparameter}
    {state:Draft|submit=For Review}
    {state}
    {state:For Review|approved=In QM Review|rejected=Draft}
        {approval:Change Management|label=change_management|user=@Change Management Director@}
        {approval:Implementation|label=implementation|user=@Implementation Director@}
    {state}
    {state:In QM Review|approved=Approved|rejected=For Review}
        {approval:QM Review}
    {state}
    {state:Approved|final=true}
    {state}
{workflow}

Sample Document Management Process

The actual approvers can be configured using the workflow parameters

Change Management Director
Document Management Director
Document Manager

The user values of these workflow parameters can be edited in the space tools Parameter dashboard. The space tools Parameter dashboard values for these parameters will be retrieved when the workflow is added on the creation of a new document in the space

The reviewers for the For Review approval

if the document has the change_management label, then the document requires approval from users who are added as a value for Change Management Director
if the document has the implementation label, then the document requires the approval from users who are added as a value for Implementation Director

In the existing sample workflow, the Document Manager workflow parameter value is not currently used but, for example, can be added

as an additional reviewer in either or both of the For Review approvals

{approval:Change Management|label=change_management|user=@Change Management Director@, @Document Manager@}

{approval:Implementation|label=implementation|user=@Implementation Director@, @Document Manager@}

as the reviewer for the In QM Review approval