Overview
Workflow builder visual editor in Comala Document Management offers a number of simple ways to customize the look and feel of the installed workflows with the app.
It is a graphical way to edit an existing workflow and create a custom workflow without using the complex macro markup notation.
Workflow builder visual editor can also be used to understand and communicate the content and document life-cycles within your organization, or when starting a new project with a team or customer stakeholder, allowing a visual way of exploring the workflow states and the transitions.
Workflow builder
The workflow builder visual editor has two panels
left-hand Workflow panel
choose an existing state, the workflow or parameters to open the editor for each workflow component
or add a new state using +Add State
right-hand Navigator panel
choose a state lozenge or one of workflow, state, parameter buttons to open the editor for the workflow component in the Workflow panel
use the code editor icon button to toggle to the code editor
use Save to update the workflow in the visual editor with changes made in each component editor
choose Exit to return to the space settings document dashboard and add the changes to the workflow in the document management dashboard
Accessing the visual editor
Workflow builder visual editor is accessed for the current workflow through the space tools Document Management dashboard.
choose Edit Workflow
select Use Visual Builder from the dropdown menu
The current space workflow can be changed using the Manage Workflows option in the space document management dashboard.
The current space workflow opens in the visual editor.
An existing workflow can be edited to create a custom workflow to
customize an existing state name(s); indicator color; due date; set as the final workflow state
add a new workflow state(s)
add/edit approvals including
managing the assignment of reviewers
setting a requirement for reviewer credentials
add/edit transitions between states
add/edit workflow parameters
add/edit workflow triggers
save the workflow
A workflow installed with the app cannot be overwritten. When saving changes to these workflows you must add a new name for the workflow.
Any new custom workflow is added to the list of workflows in the Manage Workflows options in the current space.
editing an existing custom workflow saves changes to that workflow unless you rename the workflow before saving and exiting the visual editor
Related Pages
- Workflow builder navigator panel
- Workflow builder workflow panel
- Edit the workflow in workflow builder
- Edit, add and delete a state in workflow builder
- Add and edit state transitions in workflow builder
- Add and edit approvals in workflow builder
- Add and manage approval reviewers in workflow builder
- Enabling e-signature for an approval in a workflow
- Add and edit workflow parameters in workflow builder
- Editing and customizing workflows using the code editor
- Add a JSON workflow trigger using the code editor
- Add a JSON trigger using workflow builder visual editor