Page Comparison

Edit a workflow

The workflow we made in Lesson 1 - Templates had two states – In Progress and Approved – so we're going to have to make some changes to our workflow.

We can do this in two ways

• using the visual editing tool edit the workflow in the workflow builder visual editor

• editing edit the workflow markup in the markup editor.

Editing using

workflow builder visual editor

From the page tools menu,

• choose Edit with workflow builder

You'll see the workflow builder visual editor appear, like this.

The arrow lines between them are transitions, which allow you to select a state to transition to from the current state in the workflow popup. We'll learn about those in the next lesson.

Inspect the states using workflow builder

While we're here, we might as well test out the workflow builder.

Choose the Approved state in the flowchart – you'll see a sidebar appear with some information about it.

You can edit the state name and some of the ways it will behave. Here we can see that the Approved state will allow tasks to be added by users - it is taskable.

In configuring the workflow Approved state, you can also

• choose the states the Approved state can move to

• add one or more content reviews to the state

• add specific tasks to the state so the workflow will add these on transition into the state

As we progress through the lessons, you'll see the main flowchart change and more information will appear in the sidebar when you examine a state.

Edit the states using workflow builder

Hover over the Approved state name and choose the pencil tool.

Edit the Approved state:

• change the Approved name to Published as in the workflow we are creating.

• check the Final checkbox to make the state our final or published workflow state.

When you choose a state to be a final state, the identifying color for the selected final state, by default, changes to green.

The changes you have made are displayed in the visual flowchart in the workflow builder.

Use workflow builder to complete the first stage of creating your new workflow

• choose the pencil tool for the In Progress state and change the state name to Editing.
  

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• choose + Add state and add a third state named Review.
  

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• choose the workflow name Custom States Workflow and change the name to Content Production Process
  

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Your new workflow will be displayed in workflow builder.

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To keep your updates and apply these to the page you will need to:

• choose Save to update your workflow.

• choose Exit to add the updated workflow to your page.

Editing markup

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You can also choose to edit the workflow using the markup editor.

To edit a workflow, choose the Edit with Markup from the page action menu:

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Or choose the markup icon in the right panel of the workflow builder. This is the "{ }" symbol

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In the markup editing window, you'll see the macros that define the workflow, something like this:

{workflow:name=Custom states workflow}
   {state:In Progress|taskable=true}
   {state}
   {state:Approved|taskable=true}
   {state}
{workflow}

What you're looking at is macro markup notation – the language of workflows in Comala Document Management.

It should be easy to see what's going on here:

• there's the workflow, named Custom states workflow

• inside that workflow, there are two states

  • In Progress and Approved

• each of the states is taskable

  • meaning that users can manually create a task if the workflow is in one of those states

So, let's edit the markup to get our three desired states: Editing, Review, and Published

You should end up with this in the markup window:

{workflow:name=Simple Content Production Process}
   {state:Editing|taskable=true}
   {state}
   {state:Review|taskable=true}
   {state}
   {state:Published|final=true|taskable=true}
   {state}
{workflow}

Choose

• the Save button to save your changes

• then Exit to add the edited workflow to your content

Now test your workflow.

Test it

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You may notice that the workflow status bar shows either  In Progress or  Approved.

That's because those states no longer exist in the workfowworkflow, so it has become confused (hence the grey circle).

To fix that confused state, open the workflow popup and you'll be able to select a state:.

• choose the Editing state from the list, and then choose Submit

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Test out the new workflow, and when you're ready to move on to the next lesson.