Overview
Workflow builder in Comala Document Management offers a number of simple ways to customize the look and feel of the installed workflows with the app.
It is a graphical way to edit an existing workflow and create a custom workflow without using the complex macro markup notation.
Workflow builder can also be used to understand and communicate the content and document life-cycles within your organization, or when starting a new project with a team or customer stakeholder, allowing a visual way of exploring the workflow states and the transitions.
Workflow builder has two panels
- left-hand Workflow panel - choose an existing state, the workflow or parameters to open the editor for each workflow component. Or add a new state using +Add State.
- right-hand Navigator panel - choose a state lozenge or one of workflow, state, parameter to open the editor in the Workflow panel.
Accessing workflow builder
Workflow builder is accessed through the space tools Document Management dashboard.
Choose Edit with the Workflow Builder from the dropdown menu.
The current space workflow opens in the workflow builder.
An existing workflow can be edited to create a custom workflow to:
- customize an existing state name(s)
- add a new workflow state(s)
- add and edit approvals
- add and edit transitions between states
The edited workflow will be saved as a copy of the source workflow. The new custom workflow will be added to the list of workflows in the Change Workflow picker in the current space.
Related Pages
- Edit, add and delete a state in workflow builder
- Add and edit state transitions in workflow builder
- Edit workflow parameters in workflow builder
- Add a JSON trigger using workflow builder visual editor
- Edit the workflow in workflow builder
- Editing and customizing workflows using code
- Workflow Builder Navigator Panel
- Workflow Builder Workflow Panel
- Add and edit approvals in workflow builder