Cloud Migration Resources
Planning a Cloud migration? These resources can help you get started:
→ Comala Document Management Cloud features – Review Cloud features and understand key differences between DC and Cloud.
→ Migration support from Appfire – Learn how we can help you migrate smoothly.
Trigger actions
Overview
One or more trigger actions can be set for a named event in the workflow. Trigger actions let you automate tasks such as assigning reviewers, fast-tracking state changes, or sending custom email notifications when a workflow event occurs.
You can set one or more trigger actions for a named event in the workflow. When the event occurs, the trigger verifies that any required conditions are met before executing the assigned actions.
For example, the following trigger displays an on-screen message notification when the state changes to the Rejected state.
You can add one or more actions to a workflow trigger using the Add Action option in the visual editor.
You can customize some workflow actions using the visual editor to add values for the Action Parameters, such as adding custom content for a notification or choosing the users or groups to include when adding a page-level restriction.
For example, the Set Message action includes the following Action Parameters:
Type - a mandatory parameter, select the value for the message panel style: Info, Warning, or Error
Body - a mandatory parameter for the body of the message notification
Title - an optional parameter to add a title for the message
Actions let you approve or reject approvals, add and remove page view or edit restrictions, send custom emails, or add or remove one or more page labels.
Some workflow trigger actions are part of a gradual rollout of new features and might not be currently available in all instances.
Trigger actions
State trigger actions
clear-expiration trigger action
Notification trigger actions
Approval trigger actions
Page restrictions trigger actions
add-restrictions trigger action
set-restrictions trigger action
remove-restrictions trigger action
Label trigger actions
Page copy trigger actions
Metadata trigger actions
increment-metadata trigger action
Publishing trigger actions
The publish-page action requires the installation of the Comala Publishing app.