Custom workflows in a space

Workflows can be added to the space in addition to the three workflow templates included with the app.

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These are custom workflows. The space administrator can edit a custom workflow using the visual editor or code editor in the app space settings.

A custom workflow is added to a space by:

• copying an existing workflow by selecting Duplicate in the Actions options for the workflow

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• choosing the Create New Workflow option in the dashboard to create a new custom workflow using the visual editor

• using the code editor to copy and paste the cloud-compatible JSON code from

  • workflow in another cloud space

  • a workflow translated using the Workflow Translator for Cloud in the hosted version of the app

Workflows are listed in the space alphanumerically the workflow name. You can manage the order workflows by using a naming convention for your custom workflow names by prefix, such as 01 Development Approval Workflow, 02 Project Goals Workflow.