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Overview

A Comala Document Management workflow helps you manage the review and approvals process for content on a page or blog post. 

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Once Comala Document Management app is added to your instance you can add a workflow to your content by choosing the Add Workflow breadcrumb added to the content subtitle.

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In the popup, choose either Add Workflow to this Page or Add Workflow to this Space to open the workflow picker.

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Only space administrators will see the option to add the workflow across the space.

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The hidden state will also be displayed in the popup progress tracker path when the workflow content is in that state.

(blue star) A workflow added to a page cannot be edited on the page. A custom workflow can only be edited in the space settings Document Management dashboard and then reapplied as a page workflow.

For the QMS workflow, the In Approval state has a content review (approval).  On a transition into the In Approval state the QMS workflow assigns users as reviewers for the approval, these reviewers are required to authenticate their identity using credentials.

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You can also use workflow builder to add JSON triggers to respond to workflow events, for example, to generate custom notifications.

(blue star) A workflow can only be customized using workflow builder or the JSON editor in the space settings Document Management dashboard.