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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.  Image Added |
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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
The workflow builder visual editor has two panels
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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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 Image AddedThe current space workflow opens in the visual editor. |
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An existing workflow can be edited to create a custom workflow to customize an existing state name(s); indicator color; due date; set as the final workflow state add a new workflow state(s) add/edit approvals including
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add/edit transitions between states add/edit workflow parameters add/edit workflow triggers save the workflow
The workflows included A workflow installed with the app cannot be overwritten |
, when . When saving changes to these workflows you must add a new name for the workflow. |
Any new custom workflow is added to the list of workflows in the Manage Workflows options in the current space. |
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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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| The new custom workflow is added to the list of workflows in the Manage Workflows options in the current space. |
Related Pages
Using Workflow Builder
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