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Workflow builder workflow panel
The workflow panel displays one of two different views.
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Workflow view
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In the workflow panel, for a custom workflow, you can choose to
choose the workflow name to
drag-and-drop the states to change the order in the workflow
The workflow panel displays one of two different views.
the workflow view is the default view
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Choose + Add State to add a new state.
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To display this workflow panel, click anywhere in the navigator panel except on the state lozenges or buttons. |
Selecting a state in the workflow view (or a state lozenge in the navigator panel) displays the state view.
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State view
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In the state panel, for a custom workflow, you can
access the state editor to edit
the state name
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state description
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state parameters such as
finaland expiry due date for the state
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The added state parameters for the current state are also displayed - for example, the final parameter is shown for the Approved state in the Basic Approval Workflow as the final state in the workflow.displayed in the state view
the
finalparameter as a lozengethe due date (period or set date)
Saving changes to the workflow
To save any edits After editing the workflow and applying changes to the current workflow you must:
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workflow or state, choose
Save in the navigator panel to save any changes made to the workflow in workflow builder
choose Exit to return to the space settings dashboard and update the space workflow with the changes made in workflow builderdocument management dashboard
Each use of Save updates the workflow in the workflow builder and in the space document management dashboard.
Choosing Exit checks for unsaved changes and displays the following if there has been an edit since the last Save.
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