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The visual editor is a graphical way to edit an existing workflow
workflow builder visual editor
The visual editor is accessed through the space settings Document Management dashboard.
For the current space workflow choose
the Edit
Workflow button
Choose Use Visual Editor from the dropdown menu.
Workflow builder visual editor opens with the current space workflow displayed.
The space workflow does not have to be enabled to access workflow builder.
Workflow builder opens with the current space workflow displayed.
The visual editor has two main sections
Workflow Panel (left side)
Workflow Navigator (right side)
The
initial view displays the following (for the current space workflow
)
the workflow name, workflow elements and the individual workflow states in the workflow panel
a visual workflow diagram in the workflow navigator
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The workflow panel is contextual. Its contents will change according to the current task, for example editing a state; editing an approval; editing the workflow. |
Creating custom workflows
Workflow builder
is used to edit and customize any of the
installed workflows (and save as a new custom workflow).
Edited workflows are saved as copies of the source
installed workflow as a custom workflow. The
installed workflows themselves are not changed and remain available to add as the space workflow.
Custom workflows saved in the space will be available in the workflow picker to add as a space workflow.
To add a saved custom workflow as a space workflow choose
Manage Workflows in the space settings Document Management dashboard.
Scroll down in the Add workflow picker to choose
are displayed in the Add workflow picker by default
any saved custom workflows
are also
listed in the picker
A bundled workflow cannot be overwritten - any bundled workflow that
is edited is
saved as a copy. It is then displayed in the picker with its original name with (Copy) appended.
This occurs when
you choose to edit a bundled
workflow and the workflow
is not given a new name before saving the
changes. For example, editing the requirement for e-signature in one of the approvals in
the bundled Quality Management System workflow will require you to rename the workflow before exiting workflow builder.
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A custom workflow can be imported to the space or exported from the space using the code editor. |
Workflow builder tools
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