Workflow builder navigator panel
- Robert Alexander Marshall
Workflow builder navigator panel
The navigator panel in the workflow builder displays a visual workflow diagram showing the workflow states and transitions between them.
In the navigator panel, you can select a button to open a contextual editor for the workflow in the left-hand workflow panel
Choose
the Workflow button to edit the workflow name and description
the State button to add a new state to the workflow
the Parameter button to add a new workflow parameter
the Trigger button to add a new workflow trigger
Choose the { } button to toggle 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
change the state name
add or edit the state description
set an expiry date for the state
set the state as a final state in the workflow
You can also choose to add and edit transitions and/or approvals for the state using the state editor.
Saving changes to the workflow
After editing the workflow in the visual editor or the code editor, choose
Save to save changes
Each use of Save updates the workflow in the workflow builder and in the document management app space settings.
Exit to return to the app space settings
Choosing Exit checks for unsaved changes and displays the following if there has been an edit since the last Save.
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