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Overview
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Workflows are scripted using macro notation, which is stored in a template. But working with this markup notation is not always simple, unless you are an advanced and experienced user. Workflow builder visual editor is a graphical way to create custom workflows without using markup language. |
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It is also an easier way to understand and communicate the document life-cycles within your organization, or when starting a new project with a customer or stakeholder.
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You can
toggle between the workflow builder visual editor and the markup editor using the workflow builder and markup editor icons
use the Save options to save the current workflow as a template (with the appropriate administrator permission) to either the current space document management dashboard or the global workflows dashboard
It is also an easier way to understand and communicate the document life-cycles within your organization, or when starting a new project with a customer or stakeholder.
Workflow builder will not support deprecated elements in legacy workflows. If this occurs, workflow builder will warn you and you will need to use the markup editor to update the workflow.
How to Use Workflow Builder
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Depending on the workflow scope i.e., global, space or page, you need different permissions to use workflow builder i.e., global admin, space admin or any page edit permission if page mode is enabled (see Page vs. Space Mode). Workflow builder can be accessed for a workflow in:
If page mode is enabled then it can also be accessed on a page:
The most common method of accessing workflow builder is through the space |
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tools menu to use the space document management dashboard. |
To use the workflow builder for space workflows, first ensure you have space admin privileges, then:
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Graphical trigger creation
The standalone comment macro is deprecated (use the description field of other macros to include extra contextual information)
Authoring using workflow builder
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