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Overview

A Comala Document Management workflow is created using JSON (Javascript Object Notation).

There are two options to customize a Comala Document Management workflow using JSON

Creating a workflow with JSON

If you are familiar with JSON  you can use the Comala Document Management JSON editor to edit an existing workflow or create your own.

There are also a variety of widely available JSON tools for editing reformatting, validating, and parsing JSON. 

Creating a JSON trigger

A simpler way to customize a workflow is to add one or JSON triggers to an existing workflow using the trigger editor in workflow builder.

In the Content Expiry Workflow above, an included JSON trigger can be seen in workflow builder. The trigger listens for the expiry of the final state and sends emails to a number of users and sets a screen message.

The trigger listens for a specific workflow event to occur such as a change of state, and if any set conditions are met, will action a change.

A trigger can be used to action custom email notifications, set an on-screen message notification, transition the workflow to a different state, assign a reviewer, approve or reject an approval

Changes to a workflow bundled with the installation must be saved with a new name. The bundled workflows included on installation of the app cannot be overwritten.



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