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How do I create a new custom workflow in Cloud?

Owned by Robert Alexander Marshall
Last updated: Jun 15, 2023
2 min read

What are my options if I want to customize one of the default workflows or want a completely new custom workflow for my space?

You can't customize a default workflow in Comala Document Management but the app will allow you to edit the default workflow using workflow builder or the JSON code editor and save this as a new custom workflow. You will simply be required you to save this custom workflow with a new workflow name before you can save the changes.

Solution One

In Comala Document Management for Cloud, you can create a new workflow for a space by

  • editing one of the default workflows using workflow builder (or the JSON code editor) in the space settings Document Management dashboard

After any changes, you will need to

  • change the workflow name

  • save the new workflow

It will now be available as a custom workflow in the current space.

The new workflow can be applied across the space content or added to individual pages as a page-level workflow if no space workflow is enabled.

When editing one of the default workflows, the original workflow will not be overwritten.

Editing a custom workflow will not create a duplicate and ask you to add a new name. If you edit an existing custom workflow, it will update the custom workflow. If you edit the custom workflow name, it will simply rename it. 

Solution Two

In your server instance, workflow builder (from v6.17.10+) includes the Workflow Translator for Cloud option. This can be used to translate each custom workflow to cloud compatible JSON code.

The cloud compatible JSON code can be copied and pasted in the cloud Code Editor.

Any workflow elements and parameters in the server workflow that cannot be translated to cloud compatible JSON code will be listed in the Workflow Translator for Cloud. Some features with different functionality such as triggers, can be added manually to the cloud workflow in the cloud app builder and/or code editor.

Further information