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Overview

A custom workflow can be created by editing an existing workflow or creating a new workflow in a space using either

A workflow can also be imported by copying and pasting the JSON code from a workflow template in another space or site.

Workflow builder visual editor

Workflow builder visual editor 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.

Code editor

The current workflow JSON code can be edited using the code editor. The editor can also be used to import other workflows into the current space by copying and pasting the JSON markup for the workflow from another space.

JSON is a code language used to build the workflow. Only use this code editor if you are familiar with JSON.

You can access the code editor for the current space workflow in the space settings Document Management dashboard.

The workflow template JSON code is edited directly in the editor.

Access the Code editor by opening the Edit Workflow dropdown menu.

The workflow template JSON code is edited directly in the editor.

The code editor validates any changes. Errors will be displayed with details of the validation. The code editor will not allow the application of code with a validation error.

JSON markup for triggers can also be added to a workflow using the workflow builder visual editor rather than the code editor.

When editing the workflow in the workflow builder visual editor, the code editor can also be accessed using the code icon button in the right-hand navigator panel.

Changes applied to the code editor are dynamically updated in workflow builder visual editor.

Accessing the code editor using this option in the visual editor allows you to toggle between the visual and code editors.




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