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Code Editor

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Overview

A space administrator can edit the workflow template using the code editor.

The code editor can also be used to import other workflows into the current space by copying and pasting the workflow template JSON

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code for the workflow from another space or site.

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The workflow template is created using JSON code. Only use

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the code editor if you are familiar with JSON code.

You can access the code editor for a space custom workflow in the space settings Document Management dashboard.

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You can also open the code editor using the toggle button option in the workflow builder visual editor. For example, after choosing the Create New Workflow option button in the document management dashboard.

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Using the code editor

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Access the Code editor for a custom workflow using the </> icon in the Actions options in the space document management dashboard.

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The workflow template JSON code is displayed in the workflow schema box and can be edited directly in the editor.

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Editing and customizing workflows using the code editor
Editing and customizing workflows using the code editor
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A space administrator can edit the workflow template using the code editor.

The code editor can also be used to import other workflows into the current space by copying and pasting the workflow template JSON code for the workflow from another space or site.

The workflow template is created using JSON code. Only use the code editor if you are familiar with JSON code.

The workflow template JSON code is displayed in the workflow schema box and can be edited directly in the editor.

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The code editor

validates any changes. Errors are displayed with details of the validation. The code editor does not allow the application of code with a validation error.

JSON markup for triggers can also be added to a workflow using the workflow builder visual editor rather than the code editor.

When editing a custom workflow in the workflow builder visual editor, the code editor is accessed using the code icon button displays the workflow template with:

  • workflow objects in grey

  • object and array values in blue

  • boolean values, true or false, in red

When editing in the code editor, JSON schema autocomplete options are displayed to help add workflow properties, values, and data

Accessing the code editor

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Editing and customizing workflows using the code editor
Editing and customizing workflows using the code editor
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Workflow builder lets you toggle between the visual and code editors using the editor icon buttons in the right-hand navigator panel.

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Changes applied to

the code

in one editor are dynamically updated in

workflow builder visual editor.

Accessing the code editor using this option in the visual editor allows you to toggle between the visual and code editors.

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the other editor.

If migrating from server to cloud, each server workflow can be translated to a cloud-compatible JSON code workflow template using the Workflow Translator for Cloud in workflow builder in the data center and server apps. The cloud-compatible JSON for each workflow can be copied from the translator and pasted into the cloud app code editor accessed when choosing the Create New Workflow button option in the space document management dashboard.

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If you have any queries on importing workflows

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, please contact support.

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