Workflow builder workflow panel

Workflow builder workflow panel

The workflow panel displays one of two different views.

Workflow view

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

• choose the workflow name to

  • /wiki/spaces/AWPD/pages/617490043

  • add one or more workflow triggers

• add a new state

• edit and delete a state

• add and edit workflow parameters

• drag-and-drop the states to change the order in the workflow

Selecting a state in the workflow view (or a state lozenge in the navigator panel) displays the state view.

State view

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

• access the state editor to edit

  • the state name

  • state description

  • state parameters such as final and expiry due date for the state

• add or edit state transitions

• add or edit approvals and the approval reviewers

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

• the 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.