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left-hand Workflow panel
choose an existing state, the workflow or parameters to open the editor for each workflow component
or add a new state using +Add State
right-hand Navigator panel
choose a state lozenge or one of workflow, state, parameter buttons to open the editor for the workflow component in the Workflow panel
use the code editor icon button to toggle to the code editor
use Save to update the workflow in the visual editor with changes made in each component editor
choose Exit to return to the space settings document dashboard and add the changes to the workflow in the document management dashboard
Accessing
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the visual editor
Workflow builder visual editor is accessed for the current workflow through the space tools Document Management dashboard.
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customize an existing state name(s); indicator color; due date; set as the final workflow state
add a new workflow state(s)
add/edit approvals including; manage assignment of reviewers; setting a requirement for reviewer credentials
add/edit transitions between states
add/edit workflow parameters
add/edit workflow triggers
save the workflow a new name
Editing an existing custom workflow will save changes to that workflow unless you rename the workflow before saving and exiting the visual editor.
When editing one of the
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app installed workflows, the edited workflow
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must be saved
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with a new name to create a custom copy of the original workflow. You cannot overwrite a workflow installed with the app.
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The new custom workflow is added to the list of workflows in the Manage Workflows options in the current space. |
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Related Pages
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