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{repository-workflow:dm.approver|categories=sample,docmanagement,techdoc|chart=sampledoc.png} {repository-description
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Excerpt
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Info

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

-

Image Added

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

Sample Document Management Workflow

Code Block
{workflow:name=Sample Document Management workflow}
	{description}
* A sample document management workflow to illustrate howSimple differentquality approvalsmanagement mayworkflow beincorporating requiredpage dependinglabels onto labelsidentify onthe apage pageapprover.
{repository-description}
{workflow-body}
{workflow 
    {description}
    {workflowparameter:Change Management Director|type=user}
        <at:var at:name="user" />
@user@
     {workflowparameter}
    {workflowparameter:Implementation Director|type=user}
        <at:var at:name="user" />@user@
     {workflowparameter}
    {workflowparameter:Document Manager|type=user}
        <at:var at:name="user" />@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}
{workflow-body}
{repository-workflow}

Sample Document Management Process

...

The actual approvers can be configured

...

using the workflow parameters

  • Change Management Director

  • Document Management Director

  • Document Manager

The user values of these workflow parameters can be edited in the 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 document has the change_management label, then the document requires

    the

    approval from

    Change Management director and the Document ManagerIf the page

    users who are added as a value for Change Management Director

  • if the document has the implementation label, then the document requires the approval from

    Implementation director and the Document Manager

    users who are added as a value for Implementation Director

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 either or both of the For Review approvals

Code Block
{approval:Change Management|label=change_management|user=@Change Management Director@, @Document Manager@}
Code Block
{approval:Implementation|label=implementation|user=@Implementation Director@, @Document Manager@}

  • as the reviewer for the In QM Review approval

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