Lesson 2 - States

Overview

Concepts: templates, macros, states

In this lesson, we're going to look at states. States are like milestones in your process.

In our simple content production process, there are just three states:

Editing – content is created or edited
Review – someone checks the content and decides if it can be published
Publish – the final, published state of our content

Let's get started...

Edit a workflow

The workflow we made in Lesson 1 - Templates had two states – In Progress and Approved – so we're going to have to make some changes to our workflow.

We can do this in two ways

Editing using workflow builder visual editor

From the page tools menu

choose Edit with workflow builder

You'll see the workflow builder visual editor appear, like this.

There are two states – In Progress and Approved – in the flowchart in workflow builder.

The arrow lines between them are transitions, which allow you to select a state to transition to from the current state in the workflow popup. We'll learn about those in the next lesson.

Inspect the states using workflow builder

While we're here, we might as well test out the workflow builder.

Choose the Approved state in the flowchart – you'll see a sidebar appear with some information about it.

You can edit the state name and some of the ways it will behave. Here we can see that the Approved state will allow tasks to be added by users - it is taskable.

In configuring the workflow Approved state, you can also

choose the states the Approved state can move to

This also allows us to select the types of transition, for example, the transition may occur on a particular day set by an added expiry date.

add one or more content reviews to the state
add specific tasks to the state so the workflow will add these on transition into the state

As we progress through the lessons, you'll see the main flowchart change and more information will appear in the sidebar when you examine a state.

Edit the states using workflow builder

Hover over the Approved state name and choose the pencil tool.

Edit the Approved state:

change the Approved name to Published as in the workflow we are creating.
check the Final checkbox to make the state our final or published workflow state.

When you choose a state to be a final state, the identifying color for the selected final state, by default, changes to green.

Ensure you select Apply to add these changes to your workflow.

The changes you have made are displayed in the visual flowchart in the workflow builder.

Use workflow builder to complete the first stage of creating your new workflow

choose the pencil tool for the In Progress state and change the state name to Editing.
choose + Add state and add a third state named Review.
choose the workflow name Custom States Workflow and change the name to Content Production Process

Your new workflow will be displayed in workflow builder.

Make sure you don't lose all these edits to the workflow so far by choosing Save to update the workflow in workflow builder.

To keep your updates and apply these to the page you will need to:

choose Save to update your workflow.
choose Exit to add the updated workflow to your page.

You can now test your workflow on the page.

Editing markup

You can also choose to edit the workflow using the markup editor.

To edit a workflow, choose the Edit with Markup from the page action menu:

Or choose the markup icon in the right panel of the workflow builder. This is the "{ }" symbol

Both do the same thing - open the markup editor.

In the markup editing window, you'll see the macros that define the workflow, something like this:

{workflow:name=Custom states workflow}
   {state:In Progress|taskable=true}
   {state}
   {state:Approved|taskable=true}
   {state}
{workflow}

What you're looking at is macro markup notation – the language of workflows in Comala Document Management.