Creating a custom workflow - Getting Started
- Robert Alexander Marshall
Overview
A Comala Document Management workflow helps you manage the review and approvals process for pages and blog posts in a Confluence space. The app includes three workflows after installing the app.
Additional workflows to meet your business, team, or project process needs can be created or added to a space as a custom workflow.
Once added to a space, the custom workflow
can be enabled in the app space settings and applied to all your pages and blog posts in the space as a space workflow
is available in the workflow picker to be added on a page-by-page basis as a page workflow
Custom workflow
A custom workflow in a space can only be created in or imported to the app space settings.
Add a custom workflow using
the Create New Workflow button to open the workflow builder visual builder or code editor
You can also create a custom workflow in a space by
making a copy of an existing workflow using Duplicate in the Actions options and editing the copy
importing a workflow template by copying and pasting the JSON code of a workflow template into the code editor
Create a custom workflow using the visual editor
A new custom workflow can be created, or an existing workflow can be customized for your own needs using the workflow builder visual editor.
The included workflows can be copied, and the copy can be customized but cannot be overwritten.
Workflow builder visual editor lets you
You can customize individual approvals in the workflow to
allow manual assignment of reviewers from the workflow popup
set specific reviewers for an approval
You can also use workflow builder to create more responsive and flexible workflows by adding one or more
workflow triggers to respond to workflow events, for example, to generate custom notifications
workflow parameters to manage the values used in your workflow, for example, users who are added as reviewers, due date values for the expiry of content
A new custom workflow can be created, or an existing workflow can be customized using the workflow builder visual editor or the code editor in the app space settings.
Workflow builder also lets you toggle between the visual editor and the code editor using the editor option icons.
Changes saved in one editor are automatically updated in the other editor.
Create a new workflow
The app space settings include an option to Create a New Workflow.
This displays a two-state workflow in the visual editor that can be used as a starter workflow to customize and create a new custom workflow in the space.
Add a workflow name and use the editor to customize state names, add new states, add approvals and transitions
choose Save to add the workflow to the app space settings
use the toggle option buttons to switch between the code editor and the visual editor
choose Exit to open the app space settings
Editing a custom workflow
A custom workflow added to the app space settings includes additional Actions options.
To edit a custom workflow choose an Actions option
the visual editor
the code editor
A custom workflow can be deleted permanently from a space using the Actions dustbin option.
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