Importing workflows
Find out how to Import Workflows
Sample Document Management workflow | requires v3.0.2+ |
com.comalatech.workflow.repository.categories.label: Document Management|Technical Documentation|Sample | |
- | A sample document management workflow to illustrate how different approvals may be required depending on the labels on a page |
Sample Document Management Workflow
{workflow:name=Sample Document Management workflow}
{description}
Simple quality management workflow incorporating page labels to identify the page approver.
{description}
{workflowparameter:Change Management Director|type=user}
@user@
{workflowparameter}
{workflowparameter:Implementation Director|type=user}
@user@
{workflowparameter}
{workflowparameter:Document Manager|type=user}
@user@
{workflowparameter}
{state:Draft|submit=For Review}
{state}
{state:For Review|approved=In QM Review|rejected=Draft}
{approval:Change Management|label=change_management|user=@Change Management Director@}
{approval:Implementation|label=implementation|user=@Implementation Director@}
{state}
{state:In QM Review|approved=Approved|rejected=For Review}
{approval:QM Review}
{state}
{state:Approved|final=true}
{state}
{workflow}
Sample Document Management Process
The actual approvers can be configured using the workflow parameters
Change Management Director
Document Management Director
Document Manager
The user values of these workflow parameters can be edited in the space tools Parameter dashboard. The space tools Parameter dashboard values for these parameters will be retrieved when the workflow is added on the creation of a new document in the space
The reviewers for the For Review approval
if the document has the
change_managementlabel, then the document requires approval from users who are added as a value for Change Management Directorif the document has the
implementationlabel, then the document requires the approval from users who are added as a value for Implementation Director
In the existing sample workflow, the Document Manager workflow parameter value is not currently used but, for example, can be added
as an additional reviewer in either or both of the For Review approvals
{approval:Change Management|label=change_management|user=@Change Management Director@, @Document Manager@}
{approval:Implementation|label=implementation|user=@Implementation Director@, @Document Manager@}
as the reviewer for the In QM Review
{approval:QM Review|user=@Document Manager@}