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Edit the workflow details
Edit the workflow details by clicking on the top workflow panel area, where the details are, or by clicking on the Workflow button on the top of the workflow navigator panel.
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Open the advanced section when editing the workflow details, and add your wiki markup there.
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Open Rules to see a simple overview of each trigger.
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Rules are not editable except by editing the added trigger markup.
For details of how to create triggers for the workflow please refer to the trigger macro.
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Edit workflow states
When in the state view, by clicking in any state in the workflow navigator (right-hand panel), you will see in the workflow panel (left-hand panel) the state information. This will include details of the state due date, approvals, tasks and transitions (if present in the state).
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The Todo state is now the first state in the workflow.
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Approvals
When in the state view, the number of transitions, approvals and tasks are listed for the state.
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Approval Icon | Indicates ... | ||
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o | Anyone can approve or the users who can approve may be limited but no one is preassigned and a reviewer is not manually assignable.
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o | Reviewer(s) can be manually assigned using the workflow popup on the page or blog post.
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o | Credentials Reviewer credentials are required for a revieweruser who is able to undertake the approval.
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o | Reviewer(s) are preassigned (by the workflow on transition into the state).
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Add or edit an approval
To add a new approval to the current state, click + Add Approval OR choose an existing named approval to edit.
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Setting reviewers for an approval
Reviewers for an approval can be set in one of three ways in the Add Approval or Edit Approval panel in workflow builder.
The options are different for each Reviewers option button in the Edit/Add approvals panels.
Reviewers - Anyone can approve
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In this option the approval can be configured so that a minimum number of reviewers must undertake the content review and agree for a transition to occur.
Reviewers - Limit who can approve and/or assign
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This option will allow reviewers to be assigned. Choosing each Assignable reviewers option button will display any available further configurable options.
Reviewers - Set all reviewers that have to approve
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At least one user needs to be added to be automatically assigned for this Reviewers option to be added to the approval.
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In the state view you can set/edit the existing tasks tasks that are added on a workflow transition into the state by clicking on the listed tasks in the workflow panel.
To add a new task, click on the + Task button on the top of the workflow navigator panel.
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Workflow builder uses the task macro to create and set the behaviour for workflow tasks.
A state can also be set as taskable by editing the state attribute parameters. This will allow users to add tasks when the page or blog post is in the state.
Transitions
When in the state view you can edit the existing transitions in the state by clicking choosing on the listed transitions Transitions option in the workflow panel, or add a new one by clicking on the + Transition button on the top of the workflow navigator panel.
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The state panel.
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Transitions in a state can be edited using the transitions editor.
A transition can be added by
choosing the type of transition
adding the destination state for the transition
The select transition can be added with more than one possible destination state. The destination state is for the transition is chosen from these added states using the workflow popup on the page.
More than one transition can be added to each state but a submit or select transition cannot be added to a state with an existing approved or rejected transition.
The approved and rejected transitions are not available in the workflow builder transitions editor unless an approval has been added to the state.
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Further details of the markup and macros used can be found in the documentation transitions pages. |
Parameters
When in the workflow view you can edit the existing parameters or add a new one by clicking on the + Parameter button on the top of the workflow navigator panel.
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Graphical trigger creation
The comment macro is deprecated. Use the description field of other macros to include extra contextual information
Authoring using workflow builder
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