Using Workflow Builder

Overview

Workflows are scripted using macro notation, which is stored in a template. But working with this markup notation is not always simple, unless you are an advanced and experienced user.

Workflow builder visual editor is a graphical way to create custom workflows without using markup language.

Open

You can

• toggle between the workflow builder visual editor and the markup editor using the workflow builder and markup editor icons

• use the Save options to save the current workflow as a template (with the appropriate administrator permission) to either the current space document management dashboard or the global workflows dashboard

It is also an easier way to understand and communicate the document life-cycles within your organization, or when starting a new project with a customer or stakeholder.

How to Use Workflow Builder