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Workflow Authoring Guide

Workflow Authoring Guide

This Comalatech Workflow Authoring Guide for Comala Document Management for Data Center and Server is aimed at workflow authors – people who are creating workflow templates at the content, space and global level.

What is a Comalatech Workflow?

A workflow codifies a business or compliance process into...

This guide should be used together with the

States and Transitions

These define the milestones (states) and routes between them (transitions) of your process.

Reviews

Reviews (known as approvals) are key events in the content production lifecycle, where reviewers check the content and decide whether to approve or reject the content. Based on this decision the workflow moves the content to a new workflow state. For each review, you can assign one or more users as reviewers.

Tasks

Workflow tasks provide similar functionality to Confluence tasks, but they are stored at page level rather than in the content itself. They can be added manually by a user or by the workflow itself. Tasks can be assigned to specific users.

Events → TriggersActions

As users interact with content and the workflow, events are sent, such as a state change, an approved review decision, or a task assigned.

One or more workflow triggers can be set to listen for an event such as a state change to a specific state.

When the event occurs, the trigger can set one or more actions. These include sending a custom email, setting a message, updating a metadata value or changing the state.

You can use these triggers to augment the content production process and automate workflow transitions.

Workflow Template

Comalatech workflows are scripted using macro notation, which is stored in a template. Templates can then be applied to individual pages (in Page Mode), or more usually in production mode to all content across a space (in Space Mode).

Workflows can be created and edited using the visual editing tool workflow builder.

See: TemplatesMacrosExamples, Save a workflow as a template




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