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Overview
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Workflow builder visual editor in Comala Document Management offers a number of simple ways to customize the look and feel of the installed workflows with the app. It is a graphical way to edit an existing workflow and create a custom workflow without using the complex macro markup notation.  |
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Workflow builder visual editor can also be used to understand and communicate the content and document life-cycles within your organization, or when starting a new project with a team or customer stakeholder, allowing a visual way of exploring the workflow states and the transitions. |
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Workflow builder
Workflow The workflow builder visual editor has two panels
left-hand Workflow panel
choose an existing state, the workflow or parameters to open the editor for each workflow component
or add a new state using +Add State
right-hand Navigator panel
choose a state lozenge or one of workflow, state, parameter buttons to open the editor for the workflow component in the Workflow panel
use the code editor icon button to toggle to the code editor
use Save to update the workflow in the visual editor with changes made in each component editor
choose Exit to return to the space settings document dashboard and add the changes to the workflow in the document management dashboard
Accessing the visual editor
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Workflow builder visual editor is accessed for the current workflow through the space tools Document Management dashboard.
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The current space workflow opens in the visual editor. |
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An existing workflow can be edited to create a custom workflow to |
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Editing an existing custom workflow will save changes to that workflow unless you rename the workflow before saving and exiting the visual editor.
When editing one of the app installed workflows, the edited workflow must be saved with a new name to create a custom copy of the original workflow. You cannot overwrite a workflow installed with the app.
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Any new custom workflow is added to the list of workflows in the Manage Workflows options in the current space.
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Related Pages
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