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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.

 It

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The visual editor is a graphical way to edit an existing workflow

and

or create a new custom workflow without using the complex

macro markup notation

JSON code.

Using

Workflow BuilderWorkflow builder can be accessed 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.

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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Workflow builder

The 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 as a space workflow choose

Change Workflow Image Removed
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Scroll down in the Add workflow picker to choose

one of

a workflow.

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. If present
  • 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

has been

is edited is

listed

saved as a copy. It is then displayed in the picker with its original name with (Copy) appended.

This occurs when

edits have been made to

you choose to edit a bundled

workflow  but

workflow and the workflow

was

is not given a new name before saving the

changes (for example disabling

changes. For example, editing the requirement for e-signature in one of the approvals in

the QMS workflow). Custom workflows can be imported or exported using the JSON editor. Simply copy and paste the workflow JSON markup from one space JSON editor to another

the bundled Quality Management System workflow will require you to rename the workflow before exiting workflow builder. 

Info

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

Workflow builder tools

Child pages (Children Display)
pageUsing Workflow Builder