Edit the workflow in workflow builder
- Robert Alexander Marshall
You can use Workflow Builder to edit the name and description of an existing custom workflow.
You can also add one or more workflow triggers to your workflow using the Edit Workflow dialog box
You can duplicate an existing bundled workflow to create a new custom workflow. Then, you can edit it in the workflow visual builder and the code editor.
Editing the workflow
In the space document management dashboard
open the workflow builder visual editor for a custom workflow
Open the workflow editor by
selecting the workflow name in the workflow panel
clicking the pencil icon
edit the name and the workflow description
You can also add workflow triggers to the workflow
expand the ADVANCED option
add a JSON trigger to the Triggers dialog box
Workflow triggers add flexibility to your workflow but they do require some knowledge of JSON. You can see further details of workflow triggers and examples of their use in our documentation.
choose Apply to save the changes in the workflow panel.
select Save in the navigator panel to update the workflow in the workflow builder and the space document management dashboard
Workflow states are added and edited using the state editor, including options to add or edit an approval and add or edit the state transitions
choose Exit to view the workflow in the space dashboard
Custom workflows in the Add Workflow picker
A new custom workflow is added as an option to add as a page workflow in the space and displayed in the Add workflow picker.
The custom workflow is only available in the current space. To add the workflow to another space, copy the workflow template JSON code using the code editor in each space.
Removing a custom workflow
You can delete a custom workflow from the space by choosing the Remove icon in the Actions menu in the document management dashboard.
You need to confirm the deletion of the custom workflow, as this cannot be undone.
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