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Customize an existing workflow

Excerpt
namecreatecustomworkflow

To create a new custom workflow, in the space settings Document Management dashboard, you can create a duplicate of an existing workflow and edit this copy.

You can do this by

  • adding a workflow in the document management dashboard

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  • edit the

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  • Save the edited workflow with a new unique name and Exit workflow builder to the space settings Document dashboard

Info

When editing a bundled workflow, the edited workflow requires a different name (to the original workflow) to be added before you save as a new custom workflow.

  • Save the edited workflow with a new unique name and Exit workflow builder to the space settings Document dashboard.

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Tip

An existing custom workflow can be edited and saved without the need to change the name.

The workflow template code can also be edited in the JSON editor.

Applying the custom workflow

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