Workflow builder workflow panel

The workflow panel in the visual editor displays contextual information for the workflow. The main displays are the:

Workflow panel - workflow view

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

You can change the order of the workflow states by dragging a state to a different location in the list of states.

To display this workflow panel, click anywhere in the 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.

Workflow panel - state view

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

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 in the transitions editor
add or edit approvals, and the approval reviewers in the approvals editor

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

Saving changes to the workflow

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

Each use of Save updates the workflow in the workflow builder and the app space settings.

Choosing Exit checks for unsaved changes and displays the following if there has been an edit since the last Save.