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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.

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It The visual editor is a graphical way to edit an existing workflow or create a new custom workflow without using the complex JSON notationcode.

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Using Workflow Builder

Workflow builder can only be

Using workflow builder visual editor

The visual editor is accessed through the space settings Document Management dashboard.

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For the current space workflow choose the the Edit with Workflow Builder option Workflow button

Choose Use Visual Editor from the dropdown menu.

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Workflow builder visual editor opens with the current space workflow displayed.

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The space workflow does not have to be enabled to access workflow builder

.Workflow builder opens with the current space workflow displayed

.

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The workflow builder visual editor has two main sections

The initial view shows 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 bundled workflows. installed workflows (and save as a new custom workflow).

Edited workflows are saved as copies of the source bundled installed workflow as a custom workflow. The bundled 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 choose Change 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 will are also be listed in the picker

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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

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 be imported or exported to/

Info

A custom workflow can be imported to the space or exported from the space using the

JSON editor. Simply copy and paste the workflow JSON markup from one space JSON editor to another

code editor.

Workflow builder tools

Child pages (Children Display)
pageUsing Workflow Builder