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This feature has been superseded in releases from v5.7 and Comala Documentation Management with the inclusion of Workflow Builder.

Workflow Inspector is a feature of releases of Comala Workflows prior to v5.7.

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Overview

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Workflow builder gives you the option to save

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a workflow as a new template

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This feature is only available in Page Mode and also requires you to have Space Admin permission.

Open the Workflow Inspector

Choose Page Tools → Edit Workflow... to display the Workflow Inspector:

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Saving

Choose Save as template and you'll be asked to confirm the name and description for your workflow:

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The values from your workflow markup will be shown by default, they are defined as follows:

You should always fill in both fields if possible, it's a good habit to get in to and makes life easier later on if you end up with lots of workflows. Any changes made to these properties here will be saved to the template. They will not appear in the workflow markup on the page.

Where does the template get saved to?

The template is saved to Page Workflows in Space Tools.

Using the template

The template will be available from Page Tools → Add Workflow.

Remember, however, that each time you add a workflow in Page Mode a new copy of the workflow is made rather than linking to the original:

  • The benefit is that you can easily edit the workflow on a page or blog post and not affect anything else.
  • The downside is that if you want to make the same changes across several pages or blog posts, you'll have to manually edit the workflow on each page/blog.

If you're planning to use the workflow on lots of pages, it might be worth switching to Space Mode which allows centralised management of the template and automatic application to content in your space.

See also

User Guide:

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  • page workflows can be saved as either a space template or a global template
  • space workflows can be saved as a global template

At space and global level, workflows can also be

  • created and saved as a new template
  • copied, edited and saved as a new template

Using Workflow Builder

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Saving a page level workflow

In workflow builder a page workflow can be saved as either a space workflow or a global workflow.

In page mode, saving a workflow template requires you to have at least space admin permission. 

Save a page workflow as a new space workflow template

In the Navigation panel in workflow builder choose the down arrow (next to Save):

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Add or amend the name for your new space workflow template and choose Save.

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The new template is saved to the Document Management space tools dashboard.

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The template can be edited further in the space using workflow builder. It can also be copied and edited.

Save a page workflow as a new global template

A user will need global administrator permission. Global administrator password will be required.

In the Navigation panel in workflow builder choose the down arrow (next to Save):

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Add or amend the name for your new global workflow template and choose Save.

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The new template is saved to the Document Management global workflows dashboard.

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The template can be edited further as a global template using workflow builder. It can also be copied and edited.

Saving a space level workflow

In workflow builder, a space workflow can be saved as a global workflow.

Saving a workflow as a global template requires you to have global admin permission. 

Save as a new global template

In the Navigation panel in workflow builder choose the down arrow (next to Save):

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The global administrator password will be required.

If required, a space admin can simply copy and edit an existing space workflow to create a new space template.

See also

User Guide:

Workflow Authoring Guide:

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