Edit tasks using workflow builder

Owned by Robert Alexander Marshall
Dec 14, 2023
2 min read
1 Overview | 2 Edit tasks in a state using workflow builder

Overview

When a state is selected in the workflow panel or the (navigator panel) the transitions, state parameters, approvals, and tasks are listed in the state editor (as applicable to the state).

Edit tasks in a state using workflow builder

When a state is displayed in the Workflow panel, choose Tasks to add, edit, or remove for the chosen state.

Any existing tasks in the state are displayed.

Either choose a named task to open the Edit Tasks panel for the task, or to add a new task to the state, choose +Add Task.

To amend the state task, choose Apply.

To avoid the loss of a state update to the workflow you must then:

  • add the changes to the workflow by choosing Save in the Navigation panel.

  • add the updated workflow to the content by selecting Exit in the Navigation panel.

See also

Using Workflow Builder

Workflow Authoring Guide

Administration Guides