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How-to: Visual editor vs markup editor

Workflow builder visual editor

Workflows are scripted using macro notation, which is stored in a template. But working with this markup notation is not always simple, unless you are an advanced and experienced user.

Workflow builder visual editor is a graphical way to create custom workflows without using markup language.

Accessing the workflow builder visual editor

Depending on the workflow scope i.e., global, space or page, you need different permissions to use workflow builder i.e., global admin, space admin or any page edit permission if page mode is enabled (see Page vs. Space Mode).

Workflow builder can be accessed for a workflow in:

  • the space workflows Document Management dashboard in space tools

  • the global workflows template dashboard in global administration

 If page mode is enabled then it can also be accessed on a page:

  • when adding and customizing a page workflow.

  • via the Edit with workflow builder option in the page action menu on a page with a page workflow added and applied.

The most common method of accessing workflow builder is through the space tools menu to use the space document management dashboard.

Markup editor

The markup editor displays the macro markup for your workflow template. The workflow markup can be edited directly in the markup editor.

When editing a workflow

Accessing the markup editorIn workflow builder, choose the markup icon { } in the top right of the navigator panel to toggle from the visual editor to the markup editor.

The markup is editable and any saved changes will be reflected in the visual flowchart in workflow builder navigator and workflow panels.

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