| Excerpt | ||||
|---|---|---|---|---|
| ||||
|
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Overview
Workflow builder visual editor in Comala Document Control offers a number of simple ways to customize the look and feel of the installed workflows with the app.
The visual editor is a graphical way to edit an existing workflow or create a new custom workflow without using the complex JSON code.
Using workflow builder visual editor
The visual editor can only be is accessed through the space settings Document Management dashboard.
For the current space workflow choose the Edit Workflow button
Choose Use Visual Editor from the dropdown menu.
Workflow builder visual editor opens with the current space workflow displayed.
The space workflow does not have to be enabled to access workflow builder.
The visual editor has two main sections
Workflow Panel (left side)
Workflow Navigator (right side)
The initial view displays the following (for the current space workflow)
the workflow name, workflow elements and the individual workflow states in the workflow panel
a visual workflow diagram in the workflow navigator
| Info |
|---|
The workflow panel is contextual. Its contents will change according to the current task, for example editing a state; editing an approval; editing the workflow. |
Creating custom workflows
Workflow builder can be is used to edit and customize any of the installed workflows (and save as a new custom workflow).
Edited workflows are saved as copies of the source installed workflow as a custom workflow. The installed workflows themselves are not changed and remain available to add as the space workflow.
Custom workflows saved in the space will be available in the workflow picker to add as a space workflow.
To add a saved custom workflow as a space workflow choose Manage Workflows in the space settings Document Management dashboard.
Scroll down in the Add workflow picker to choose a workflow.
the three bundled workflows are displayed in the Add workflow picker by default
any saved custom workflows are also listed in the picker
A bundled workflow cannot be overwritten - any bundled workflow that is edited is saved as a copy. It is then displayed in the picker with its original name with (Copy) appended. This occurs when you choose to edit a bundled workflow and the workflow is not given a new name before saving the changes. For example, editing the requirement for e-signature in one of the approvals in the bundled Quality Management System workflow will require you to rename the workflow before exiting workflow builder.
Importing a JSON workflow
Custom workflows can be also A custom workflow can be imported to the space or exported from the space using the code editor.
In the space settings Document Management dashboard, for the current space workflow
choose Edit Workflow
choose Use Code editor
The JSON code for the current workflow is displayed in the Workflow schema dialog box in the code editor.
Choose Copy in the Workflow schema dialog box to copy the workflow code to the clipboard.
Navigate to the space settings Document Management dashboard in the destination space.
open the code editor for the current space workflow
paste the workflow JSON code from the clipboard into the Workflow schema dialog box.
choose Apply to save the custom workflow into the new space as the space workflow.
The imported custom workflow if removed as the space workflow will be available in the Add workflow picker in the space.
Workflow builder tools
| Child pages (Children Display) | ||
|---|---|---|
|