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Workflow Builder
- Robert Alexander Marshall
Overview
Workflow builder can be used to examine and edit various aspects of a workflow. It is also a graphical way to create custom workflows without using the more complex markup language.
It can be an easier way to understand and communicate the document life-cycles within your organization.
Workflow builder can also be an effective tool when starting a new project with a customer or stakeholder.
Workflow Builder
In workflow builder
- the right-hand panel displays a visual flowchart for the workflow. This is the Navigator panel
- the left-hand panel displays the workflow components. This is the Workflow panel
- Access workflow builder
- Workflow panel in workflow builder
- Edit page layout using workflow builder
- Enable and edit read confirmation using workflow builder
- Edit states using workflow builder
- Edit approvals using workflow builder
- Save as template
- Workflow translator for cloud
- Markup editor in workflow builder
- Edit the workflow using workflow builder
- Edit workflow parameters using workflow builder
- Edit approval reviewers using workflow builder
- Edit tasks using workflow builder
- Edit transitions using workflow builder
You can choose the buttons to zoom in and out of the Navigator panel and, click and drag the flowchart to move it around.
Workflow builder can be used to
- edit the workflow including the workflow name and description and the type of content the workflow will be applied to
- edit, add and remove individual workflow states
- edit, add and remove state transitions, content reviews, and tasks
- save a workflow as a new workflow template at space and global level (for user with space or global admin permissions)
Workflow triggers cannot be created graphically using workflow builder. Triggers are added to the workflow in workflow builder by copying and pasting the trigger markup to the advanced option in the Edit workflow panel.
Triggers are recorded and displayed in workflow builder as Rules showing the type of event change and the related state.
Rules are displayed for information only. They can only be changed by editing the trigger markup for the rule.