You can use workflow builder to create a new workflow or edit the name and description of an existing workflow using E dit Edit Workflow in workflow builder.
If you open one of the bundled workflows added when installing the app, you can edit this workflow and save it with a new name to create a new workflow for the space.
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To create a new workflow, you must open an existing workflow in the workflow builder visual editor. This can then be saved as a new custom workflow. |
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When editing a bundled workflow, it cannot be overwritten. You must rename the workflow to allow your changes to be saved. |
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Choose the workflow name in the workflow panel open the Edit Workflow panel.
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Edit the name and/or the workflow description
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states can be added and edited using the state editor
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including options to add/edit an approval and add/edit transitions
Choose Apply to update save the workflow changes in the workflow builderpanel.
Choose Save in the navigator panelĀ to update the workflow in workflow builder.
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