Choose the +/- buttons to zoom in and out of the Navigator panel and, click and drag the flowchart to move it around.
edit the workflow including the workflow name and description and the type of content the workflow is applied to
edit, add and remove state transitions, content reviews, and tasks
save a workflow as a new workflow template at space and global level (for user with space or global admin permissions)
You can also toggle to open the markup editor using the buttons in the top right of the navigator panel
Workflow triggers
Triggers are added to the workflow in workflow builder visual editor by copying and pasting the trigger markup to the advanced option in the Edit workflow panel.
Workflow triggers are added as markup to the workflow builder visual editor or markup editor. Triggers cannot be created graphically using workflow builder.
Triggers are recorded and displayed in the workflow builder visual editor as Rules showing the type of event change and the related state.
Rules are displayed for information only. They are changed by editing the trigger markup for the rule.
Related pages
- Access workflow builder
- Workflow panel in workflow builder
- Edit the workflow using workflow builder
- Edit page layout using workflow builder
- Edit states using workflow builder
- Edit transitions using workflow builder
- Enable and edit read confirmation using workflow builder
- Markup editor in workflow builder
- Save as template
- Workflow translator for cloud
- Edit workflow parameters using workflow builder
- Edit tasks using workflow builder
- Edit approval reviewers using workflow builder
- Edit approvals using workflow builder