Workflow builder navigator panel

The navigator panel in the workflow builder displays a visual workflow diagram showing the workflow states and transitions between them.

_{Workflow builder visual editor - navigator panel}

In the navigator panel, select a button to edit the workflow, add a state, or add a workflow parameter.

_{Navigator panel editor option buttons}

Choose the { } button to switch to the code editor.

When accessed from the workflow builder, the code editor also includes these option buttons to allow easy switching between it and the visual editor.

Navigator panel state lozenges

Each state lozenge in the visual diagram can be selected to open the state editor in the workflow panel for the chosen state.

This also changes the navigator panel display to include the State edit button and option buttons to add a Transition or an Approval.

The workflow panel will display the state name and the number of Transitions and Approvals for the state.

The state can be edited in this panel to

You can also choose to add and edit transitions and/or approvals for the state using the state editor.

After editing the workflow in the visual editor or the code editor, choose

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

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