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Comala Document Management - How do I update parameters without changing page status?

mybucket2018 September 4, 2020

Hi there,

We are using the Comala Document Management tool. When our page authors change the parameters to update the approver list, this won't update unless we change the page status. Does anyone know how to fix this?

 

Workflow:

Draft -> Technical -> Owner -> Live

 

Example:

While the page is in the Owner status, the Page Author wants to change the owner reviewer from Person A to Person B. After saving the parameter change, Person B is not able to approve that page until we change it to a different status then back again.

 

This is causing us a real headache.

 

Before:

{workflowparameter:Owner|description=Specify owner|type=user|edit=true}

{workflowparameter}

{state:Owner|approved=Live|rejected=Rejected}
{approval:Owner Reviewer|user=&@Owner@}
{state}

 

After:

This method works but it duplicates effort reviewing documents.

{workflowparameter:Owner|description=Specify owner|type=user|edit=true}

{workflowparameter}

{state:Owner|approved=Live|rejected=Rejected}
{approval:Owner Reviewer|user=&@Owner@}
{state}

{trigger:pageparameterupdate|parameter=Owner}
{set-state:Draft}
{trigger}

 

1 answer

0 votes
James Conway
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September 8, 2020

Hello,

Thank you for your post and the information you provided. Unfortunately it is currently not possible to update the approvers of an active review when these are set using workflow parameters. Your approach with the page parameter update trigger is what we would recommend in this case.

One thing you could try is to add an intermediate state between your Technical and Owner reviews. You can then update your set-state action to this intermediate state. See the suggested workflow below. 

Please let me know here if you have any questions or reach out to our friendly support team at https://support.comalatech.com 

{workflow:name=Update parameters workflow}
{workflowparameter:Owner|type=user|edit=true}

{workflowparameter}
{state:Draft|submit=Technical}
{state}
{state:Technical|approved=Check Owner|rejected=Rejected}
{approval:Technical review}
{state}
{state:Check Owner|submit=Owner|hidefrompath=true}
{state}
{state:Owner|approved=Approved|rejected=Rejected|requiredparams=Owner}
{approval:Owner Review|user=&@owner@}
{state}
{state:Approved|final=true|updated=Draft|hideselection=true}
{state}
{state:Rejected|submit=Technical|hidefrompath=true}
{state}
{trigger:pageparameterupdate|parameter=Owner|state=owner}
{set-state:Check Owner}
{trigger}
{workflow}

 

Kind regards

James
Senior Product Manager

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