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Transitions, approvals and tasks can be added, edited and removed for each state. The state name, description and indicator color can be customized.
Info |
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State names are case sensitive. |
You can set state attributes
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The state can also be set as the final state for the content. State names are case sensitive.
There are also a number of reserved characters that cannot be used in a workflow state name such
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as =
#
@
{
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[
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Inspect a state using workflow builder
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edit the state name (state names are case sensitive)
edit or add a description of the state - usually the state names some detail of its use and features
customize the state color choosing from a dropdown palette or by the addition of an hexadecimal color
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There are some reserved characters that are prohibited in a state name.
State content due date
A due date can be set for the state in the state editor
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Enter the new state name and optionally add
a state description (to help your team understand the milestone activities for the content when it is in the workflow state)
state expiry or due date and if required check the box to allow users to edit the date
state indicator color using either the color palette menu or a hexadecimal color
Tip |
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States can be dragged and dropped in the workflow panel to change the order displayed in the workflow popup progress tracker bar. |
Changes made to the order of the states will be reflected in the visual workflow diagram in workflow builder and markup notation in the markup editor but will not change any state transitions.
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Choose Add in the state editor to confirm the changes for the state
Choose Save in the navigator panel to add these changes to the workflow
Select Exit in the Navigator panel to add the updated workflow to the content
Ensure Ensure that your state name does not include any prohibited characters.
State names are also case sensitive. For example, a state named MyState will be recognized as a different state to one named mystate.
Related Pages
Edit states in workflow builder
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