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Overview
In the space settings document management dashboard, each workflow state in a custom workflow can be edited using the The state editor in the workflow builder visual editor is used to add or edit a state for a custom workflow.
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You can use the state editor in the visual editor workflow panel to:
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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 date Due Date using the dropdown options
set the state attribute to define it as the
finalstate in the workflow
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Initializing the workflow removes any states that have become 'confused'.
Adding a state
To add a new state to the workflow choose +Add State in the workflow panel (or +State button in the navigator panel).
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add a new named state
configure the new state attributes
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A new unique state name must be added to activate the Add button in the Add a state dialog box
After adding the new state name, you can edit attributes for the state.
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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 string e.g. P6M5D is 6 months 5 days
Fixed Date will access a calendar to choose the day 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.
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displayed in the visual workflow diagram in the visual editor
added as the last listed state workflow panel
added to the workflow code in the code editor
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The state is added with a default transition allowing a user to select any one 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 displayed in the workflow builder transitions editor for the state. Use the state editor in workflow builder to add transitions.
Save the workflow in the workflow builder and Exit to the space settings Document Control dashboard the workflow name to add the updates to the workflow in the dashboard.On viewing the
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When a page with the this applied workflow is viewed, the new state is displayed in the progress tracker in the workflow popup.
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Moving a state in the workflow
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