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Workflow Builder Visual Editor

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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

Using Workflow Builder

User Guide


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