Visual builder editor
- Comala Publishing
Contents:
Overview
The workflow visual builder editor in Comala Document Management offers several easy-to-use options to customize the appearance and functionality of workflows within a space. It is a graphical way to edit a copy of an existing workflow or create a new workflow without writing complex code.
In the following sections, let’s see how to customize your workflow in Comala Document Management Cloud using the visual builder editor.
The visual editor has two main sections:
Workflow Panel
You can use the workflow panel to add new workflow components and edit options for the workflow, each workflow state, workflow parameters, and workflow triggers.
The workflow panel is contextual. The options change according to the current task, such as adding or editing a state, editing an approval, and editing the workflow.
It has two views:
Workflow view
For a custom workflow, you can
Click the workflow name to edit the name and description.
Add one or more workflow triggers
Add, edit, and delete a state
Add and edit workflow parameters
Add and edit workflow triggers
State view
In the state panel, for a custom workflow, you can do the following:
Access the state editor to edit the state name, state description, state parameters, and expiry due date for the state
Add or edit state transitions in the transitions editor
Add or edit approvals and the approval reviewers in the approvals editor.
See workflow elements and concepts for more information.
Workflow Navigator
You can use the navigator panel to view the workflow visually, toggle to the code editor, save changes to the workflow, and exit the app space settings. It also includes shortcuts to edit or add new workflow components, using the buttons or clicking on the workflow state lozenges.
See workflow elements and concepts for more information.
Steps to use the visual builder editor
You can edit an existing custom workflow or create a new one and edit it with the Visual Builder Editor. In this example, let’s create a new workflow and build it with the visual builder editor.
Log in to your Confluence space and go to Space settings.
Choose Comala document management under App links.
Now, click Create New Workflow on the App links page.
This opens the visual builder editor.
In the workflow panel of the visual builder editor, enter the details of your new workflow:
Add a name and a workflow description
Add one or more content labels to filter the workflow's application to the document content label. When one or more labels are added, the active workflow can only be applied to documents with any one of the specified labels. Enable the Exclude labels checkbox when adding one or more labels. When it is checked, the active workflow can only be applied to documents without any of the specified labels
Click Apply to save the changes in the workflow panel.
Select Save in the navigator panel to update the workflow and the app space settings.
Click Exit to view the workflow in the app space settings.
You cannot edit workflows installed with the app. However, a space administrator can duplicate any bundled workflow and edit the copy using the visual editor. Simply click the Edit icon from the Actions options to do so.
Next Steps
Workflow elements and concepts
Need support? Create a request with our support team.