Workflow builder workflow panel

Workflow builder workflow panel

The workflow panel displays one of two different views.

Workflow view

Open

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

• choose the workflow name to

  • edit the workflow name, description

  • 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

Open

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

Each use of Save updates the workflow in the workflow builder and in the space document management dashboard.

• Exit to return to the space settings document management dashboard

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

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