Custom workflows

Overview

You can create your own custom Comala Document Management workflow.

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The easiest way is to edit and customize an existing workflow.

To create a new custom workflow simply create a duplicate of an existing workflow and edit this copy.

You can do this by

adding a page workflow to content and editing the workflow in the JSON editor or workflow builder
adding a workflow in space settings document management dashboard and editing the workflow in the JSON editor or workflow builder

The custom workflow must be saved with a different name to the source workflow.

By default, workflow builder will save changes to a copy of a bundled workflow. The original bundled workflow will be unchanged.

to utilize a custom page workflow across the space, simply copy and paste the JSON notation from the page workflow to the JSON editor in the space settings Document Management dashboard
to utilize a custom space workflow in another space copy and paste the JSON notation from the space workflow to the JSON editor in the new space settings Document Management dashboard