Creating a custom workflow - Get started

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Custom workflows

A Comala Document Management workflow can be created to meet your document management process needs.

Create a custom workflow using the workflow builder

Each of the included workflows can be customized using the workflow builder visual editing tool, or you can create a custom workflow for your own needs.

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The workflow builder visual editor lets you:

• Add new states and edit existing states

• Add and edit state transitions

• Add and edit approvals

You can customize individual approvals in the workflow to

• Allow manual assignment of reviewers from the workflow state dialog box on a page

• Set or restrict reviewers for each approval

You can also use the workflow builder to create more responsive and flexible workflows by adding one or more workflow triggers to respond to workflow events and set one or more actions, including

• Sending custom notifications (emails and workflow messages)

• Setting or removing page-level restrictions

• Changing the workflow state

• Assigning or unassigning reviewers

• Adding or removing page labels

Workflow parameters can be defined in the workflow builder to manage values used in your workflow. Workflow parameter values can be set on each page or in a space for the applied workflow to manage, for example

• Users who are added as reviewers

• Due date values for the expiry of content

You can also edit the workflow markup directly using the markup editor option icons. In the workflow builder, you can toggle between the visual editor and the markup editor.

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Workflow Builder