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Accessing the state editor panel
In the app space document management dashboard settings
open the visual editor for a custom workflow
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The bundled workflows cannot be overwritten in the app space document management dashboardsettings. A duplicate can be created using the Actions menu option, and the copy can be customized in the space. |
In visual builder
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Any state workflow parameters are also displayed as a lozenge. In our workflow, the Approved state is configured as the final state in the workflow and includes a final lozenge.
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state Name
state lozenge Colour using the color picker or by adding an appropriate hexadecimal color code
set a Due Date (expiry date) period or specific Due Date using the dropdown options
set the state attribute to define it as the final state in the workflow
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There should only be one final state in a workflow. |
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If the state name is changed this may require an initialization of any existing applications of the workflow to transition to the new state, either manually on each individual page using the workflow popup or by a space administrator in the app space Document Management dashboardsettings.
Initializing the workflow removes any states that have become confused.
Adding a state
To add a new state to the a workflow
choose +Add State in the workflow panel (or +State button in the navigator panel)
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Use the Add a state dialog box to
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state Description
state indicator circle and state lozenge Colour
set the state as the final state in the workflow
A workflow can only have ONE final state.
Choose Add to add the state to the workflow in the visual editor.
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If required, edit the workflow name to create a new, unique name.
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choose Apply
Due date
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the Period can be set as Year(s), Month(s), Day(s), Hour(s), Minute(s) or Second(s) using the dropdown options
if a more complex due date period of time is required then the ISO_8601 format can be used for the duration stringe.g. , for example, P6M5D is 6 months 5 days
Fixed Date will access opens a calendar to choose select the day date of expiry
a Value Reference can also be used to set the due date value. This can be a workflow parameter value
If a period is set, this is calculated from the date and time of transition into the state. It is reset each time a transition occurs to the new state.
Saving changes to the workflow
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The new state has the default transition that lets you select any of the other states in the workflow. In this example, the new state Annual Review also has no transitions to it from any other state.
When a new state is added, the new state has no transitions are displayed in the workflow builder transitions editor for the that state. Use the state editor in the workflow builder to add transitions.
Save the workflow in the workflow builder to add the updates to the workflow in the dashboardapp space settings.
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When a page with this applied workflow is viewed, the new state is displayed in the progress tracker in the workflow popup.
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all approvals in the state and
all transitions from other states to the deleted stateand
The workflow also transitions from
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the deleted state to one of the remaining states.
Removing the Review state from the copy of the Basic Approval Workflow leaves the workflow with
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