Page Comparison

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It is a graphical way to edit an existing workflow and create a custom workflow without using the complex macro markup notation.

Workflow builder visual editor can also be used to understand and communicate the content and document life-cycles within your organization, or when starting a new project with a team or customer stakeholder, allowing a visual way of exploring the workflow states and the transitions.

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Workflow The workflow builder visual editor has two panels

• 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

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• choose Edit Workflow

• select Use Visual Builder from the dropdown menu

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The current space workflow opens in the visual editor.

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An existing workflow can be edited to create a custom workflow to:

• 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

Editing an existing custom workflow will save changes to that workflow unless you rename the workflow before saving and exiting the visual editor.

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