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Comala Workflow
- Robert Alexander Marshall
What is a Comala Document Management Workflow?
A Comala workflow codifies a business or compliance process into
States
These define the milestones (states)Â of your process.
In our example the states in the workflow are the Draft and the Approved state.
Documents (blogs or pages) can only be a single workflow state at any one time.
The current document workflow state is shown on the page by the workflow status bar.
Transitions
These define the routes (the transitions) between the states of your process.
In our example workflow above, there are two transitions
the Draft state has an approved transition to the Approved state
the Approved state has an updated transition to the Draft state
A transition is from one state to a destination state. A state may have more than one transition available, for example, if a state has a review, it will have an approved transition and/or a rejected transition available in the state.
Transitions available from the current state can be seen in the workflow popup.
Tasks
Workflow tasks provide similar functionality to Confluence tasks, however they are stored at page level rather than in the content itself.
Tasks can be added by the workflow automatically on transition to a state. You can also configure a state to be taskable to allow a user to manually add a task when the workflow is in that state.
Reviews
Reviews are key events in the content production lifecycle, where reviewers check the content and decide whether it can progress to the next state.
A review is added to a state and can be configured to transition from the current state when the user approves or rejects the content.
You can also assign specific users as reviewers for each review.
Events → Triggers → Actions
As users interact with content and the workflow, events are sent which can be used to trigger workflow actions.
Triggers and trigger actions can be used to augment the content production process, for example, to automate workflow transitions, to create custom notifications or complete tasks.
Workflow Templates
Comala Document Management workflows are scripted using macro notation, which is stored in a workflow template. Comala workflows can also be created and edited using the visual editing tool workflow builder.
Workflow templates can then be applied
to individual pages (in Page Mode) by a user on the page or blog post
or to all the documents within a space (in Space Mode) by the space administrator
See: Templates, Macros, Examples