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.
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
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
choose a state name in the workflow panel (or a state lozenge in the navigator panel)
This displays the state editor for the state in the left-hand