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 changes made in the markup editor will be reflected in workflow builder* changes made in workflow builder will update the markup
