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hiddentrue
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Importing workflows

Find out how to Import Workflows

Sample Document Management workflow

requires v3.0.2+

com.comalatech.workflow.repository.categories.label: Document Management|Technical Documentation|Sample

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A sample document management workflow to illustrate how different approvals may be required depending on the labels on a page

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Sample Document Management Workflow

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Code Block

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{workflow:name=Sample Document Management workflow}
	{description}
        Simple quality management workflow incorporating page labels to identify the page approver. 
    {description}
    {workflowparameter:Change Management Director|type=user}
       

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@user@
    

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{workflowparameter}
    {workflowparameter:Implementation Director|type=user}
        

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@user@
    {workflowparameter}
    {workflowparameter:Document Manager|type=user}
        

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@user@
    {workflowparameter}
    {state:Draft|submit=For Review}
    {state}
    {state:For Review|approved=In QM Review|rejected=Draft}
        {approval:Change Management|label=change_management|user=@Change Management Director@}
        {approval:Implementation|label=implementation|user=@Implementation Director@}
    {state}
    {state:In QM Review|approved=Approved|rejected=For Review}
        {approval:QM Review}
    {state}
    {state:Approved|final=true}
    {state}
{workflow}

Sample Document Management Process

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The actual approvers can be configured

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using the workflow parameters

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  • Change Management Director

  • Document Management Director

  • Document Manager

The user values of these workflow parameters

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can be edited in the

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space tools Parameter dashboard. The space tools Parameter dashboard values for these parameters will be retrieved when the workflow is added on the creation of a new document in the space

The reviewers for the For Review approval

  • if the

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  • document has the change_management label, then the document requires

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  • approval from users who are added as a value for Change Management Director

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  • if the

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  • document has the implementation label, then the document requires the approval from users who are added as a value for Implementation Director

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In the existing sample workflow, the Document Manager workflow parameter value is not currently used but, for example, can be added

  • as an additional reviewer in any of the approvals, for example

Code Block
{approval:Change Management|label=change_management|user=@Change Management Director@, @Document Manager@}
  • as the reviewer for the QM Review

Code Block
{approval:QM Review|user=@Document Manager@}