Actions options - space workflow
Overview
The space settings document Management dashboard displays all the workflows available in the current space. Each workflow has several Actions options to view the workflow details and manage the workflow in the space.
In the dashboard, in addition to selecting a single workflow and making it active on all content in the current space, a space admin has several Actions options for each workflow. These are used to
view a workflow visual flowchart
duplicate a workflow to add a customer workflow to the dashboard
initialize the workflow states for an active workflow
edit a custom workflow using the code editor or visual builder
remove a custom workflow from the space
Actions menu options
Actions options are displayed for each workflow in the space dashboard.
For each workflow, several Actions options are available.
Available Actions depend on whether the workflow is
active or inactive
a bundled workflow or a custom workflow
View detail
display a visual flowchart for the workflow
Duplicate
create a copy of the existing workflow and add it to the dashboard as an editable custom workflow
Initialize States
choose and set the workflow state on all pages for the active space workflow
The Initialize States option is only displayed when the workflow is active
Additional Actions options are displayed for a custom workflow
Edit with Visual Builder opens the visual editor to edit the workflow
Edit with Code Editor opens the code editor to edit the JSON code for the workflow template
Remove deletes the custom workflow from the space
All workflows in the space document management dashboard are available for a user to add as page workflow if no workflow is active in the dashboard.
If the current workflow includes one or more workflow parameters, a space admin can set the value(s) for these workflow parameters when the workflow is active.
Actions options - bundled workflow
Three Actions tool options are available for the included workflows (tagged as Template).
View detail
Displays the
visual workflow diagram
workflow description
Duplicate
Creates a copy of the workflow in the dashboard.
The duplicate is
a custom workflow
editable
Confirm duplication and addition of the workflow copy to the dashboard by
adding a unique workflow name
choosing Submit
Initialize States
Displays the Initialize States dialog box to
initialize all non-initialized and obsolete workflow states to a selected state
Check the Override preexistent states option to set all pages with an applied workflow to the selected state.
Additional Actions options - custom workflow
There are three additional Actions tool options for a custom workflow.
Edit with Visual Builder
Opens the current workflow in the workflow builder visual editor.
changes are saved to the current workflow.
If the name is changed when saving the changes, a new custom workflow is created and added to the dashboard.
Edit with Code Editor
Opens the current workflow in the code editor.
changes are saved to the current workflow
If the name is changed when saving the changes, a new custom workflow is created and added to the dashboard.
Remove
Deletes the current workflow and removes it from the dashboard.
As this is not reversible, the dialog box requests confirmation of the action.
Related pages
Space Administration
Other pages