Workflow Builder

Using Workflow Builder

Workflow Builder can be accessed using:

• Page Tools Menu if page workflows are enabled:

• Apply & Customize menu when adding a page workflow: 

• Space tools workflows dashboard and choosing Edit:

Workflow Inspector

The Workflow Builder has two main sections:

• Workflow Panel (left side)
• Workflow Navigator (right side)

The initial view is the workflow inspector showing the individual states in the Workflow Panel and the visual workflow diagram in the Workflow Navigator:

The workflow panel will show which mode of workflow the builder has opened:

Page Workflow	Space Workflow

The workflow panel is contextual and its contents will change according to the current task, for example editing a state; editing an approval; editing the workflow.

Workflow Panel and Workflow Navigator

The workflow panel display will be one of two different views.

• the workflow view is default view above. This can be displayed by clicking anywhere in the Navigator panel except on the states:

• the state view: each element in the workflow view panel can be chosen to access details of the workflow, the transitions for each state, headers and footers of page layout.

Select the workflow name and this allows the workflow to be be configured to be 6620644362. 

This can be used to limit the application of a space workflow across a space.

Choosing a state in the Navigator Panel will also change the workflow panel to show details of the chosen state:

The approvals and transitions can be viewed and inspected for selected state. The state can be customized - changing it's name, color, adding custom action names for the approval reject and approve buttons and adding a state description. 

The Workflow Builder can be used to change the existing workflows by modifying and contextualizing aspects of the workflow specific to projects or teams within your business or organization, by changing state names, adding state descriptions or color coding the status indicator circles for each state.

Page Layout

When in the workflow view, choose Page Layout to edit the Page Header and Page Footer:

Choose +add to edit the custom page header or footer on each content using the the selected workflow:

You can choose the content visibility according to user permissions and add bespoke text or wiki markup to the header or footer.

Edit Workflow

For space workflows, the workflow can be edited for application based on a content label filter:

This allows specific content in a space to automatically have a workflow applied, whilst other content is excluded from the application of the space mode workflow.

Saving your modified workflow

When using Workflow Builder, any changes will not be saved to the current workflow unless you choose Save in the Workflow Navigator panel:

Choose Exit to return to your page (or the space tools dashboard if using Workbuilder to modify a space workflow).

The changes to the workflow are to the current workflow added to the page or space ONLY:

• the source workflow is not affected
• if you re-apply the source workflow, or another workflow in the same mode, your changes will be lost
• in Comala Document Control you cannot copy any modified workflow to another page or space