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Workflow builder workflow panel

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Workflow builder workflow panel

The workflow panel displays one of two different views.

Workflow view

cdmc_wf_builder_workflowpanel_customworkflow_workflowstates.png

In the workflow panel, for a custom workflow, you can

To display this workflow panel, click anywhere in theĀ 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.

State view

cdmc_wf_builder_workflowpanel_customworkflow_state_view_selected_statedisplayed.png

In the state panel, for a custom workflow, you can

The added state parameters for the current state are displayed in the state view

  • theĀ final parameter as a lozenge

  • the due date (period or set date)

Saving changes to the workflow

After editing the workflow and applying changes to the workflow or state, choose

  • Save in the navigator panel

  • Exit to return to the space settings document 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.

cdmc_wf_builder_unsaved changes_confirmbox.png


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