Comala Document Management workflow

Overview

A workflow codifies a business or compliance process into a workflow template that consists of …

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Workflows available to add to your documents are:

Workflow components

States and transitions

Content Reviews

Workflow Triggers

Workflow triggers can be used to add flexibility to your workflow. On a workflow event, a workflow trigger can change a workflow state; send a custom email; or add a custom on-screen message notification for your users.

Workflow triggers must be written in JSON code and added to the custom workflow using either the visual builder or code editor. Examples of the use of a trigger include:

Workflow Parameters

Workflow parameters can be added to a custom workflow using the visual editor. These can be configured to use different data types for the parameter value.

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Workflow templates

The workflows available in a space are listed in the space settings document management dashboard. All spaces include three bundled workflows.

Additional custom workflows can be added to each space.

Workflows included with app

The following workflows are included as templates in the space settings document management dashboard in all your spaces:

• Basic Approval workflow

• Content Expiry workflow

• Quality Management Systems workflow

Custom workflows

A workflow customized to your documentation management needs can be created in a space. The quickest way is to use the Create New Workflow option in the document management dashboard in a space.

Using Create New Workflow lets you edit a basic two-state starter workflow using the workflow builder visual editor.

You can use the workflow builder visual editor to add one or more additional states, add and edit transitions from one state to another, and add approvals.

Saving the new workflow adds the workflow to the space document management dashboard. You can make it active in the space applying it to all the pages.

Onboarding workflows (custom workflows)

The app offers several custom workflows to explore. Each workflow can be added to a space and applied using the Onboarding screen.

• Get Started - Quick Approval workflow

• Use case workflow - Reinforce regulatory compliance

• Use case workflow - Tracking and sharing info

• Use case workflow - Keeping info up-to-date

Once added to a space, the workflow can be edited in that space.