Using Workflow Builder
- Robert Alexander Marshall
Overview
Workflow builder visual editor in Comala Document Control offers several simple ways to customize the look and feel of a workflow.
The visual editor is a graphical way to edit an existing custom workflow or create a new custom workflow.
You cannot edit the workflows installed with the app. However, a space administrator can duplicate a bundled workflow in the app space settings and edit the copy using the visual editor.
Using workflow builder visual editor
The visual editor is accessed for a custom workflow in the app space settings.
choose the pencil icon from the Actions options to edit a custom workflow with the visual editor
Workflow builder visual editor opens with the selected space workflow displayed.
The workflow builder can be accessed for a custom workflow when the workflow is active or inactive.
The visual editor has two main sections
Workflow Panel (left side)
Workflow Navigator (right side)
The initial view displays the following (for the selected custom workflow in the space)
the workflow name
workflow elements
the individual workflow states in the left-hand workflow panel
a visual workflow diagram in the right-hand workflow navigator panel
The workflow panel is contextual. Its contents change according to the current task, such as editing a state, editing an approval, and editing the workflow.
Creating custom workflows
You can use workflow builder to edit and customize a copy of the installed workflows and save the copy as a new custom workflow in the app space settings.
Custom workflows saved in the space are available
in the workflow picker to add as a page workflow
to enable and apply as a space workflow to all the pages and blog posts in the space
The three bundled workflows are displayed in the app space settings by default. You cannot remove, delete, or overwrite these workflows.
any saved custom workflows are added to the app space settings screen
a custom workflow:
can be edited without the need first to make a duplicate
can be deleted from the space if required
is unique to a space but can be copied and added to one or more other spaces using the code editor