/
Edit, add and delete a state in workflow builder



Edit, add and delete a state in workflow builder

Overview

The state editor in the workflow builder visual editor is used to add or edit a state for a custom workflow.

cdmc_wf_builder_stateeditor_review_baw_wf_copy.png

You can use the state editor in the visual editor workflow panel to:

  • change the state name

  • add or edit the state description

  • set an expiry date for the state

  • set the state as the final state in the workflow

You can also add and edit transitions and approvals for the state using the state editor.

A bundled workflow template must be copied to create an editable custom workflow. The workflow copy is created and saved with a unique new name. An original bundled workflow cannot be overwritten.

Accessing the state editor panel

In the app space settings

  • open the visual editor for a custom workflow

cdmc_documentmanagementdashboard_extract_copy_baw_wf_actions_pencil icon_highlighed_visualeditor.png

The bundled workflows cannot be overwritten in the app space settings. A duplicate can be created using the Actions menu option, and the copy can be customized in the space.

In visual builder

 

This displays the state editor for the state in the left-hand