Workflow Builder Navigator Panel
The navigator panel in workflow builder displays the visual workflow diagram showing the workflow states and transitions between the states.
In the navigator panel select a button to edit the workflow, add a state or a workflow parameter.
choose the Workflow button to edit the workflow name and description
choose the +State button to add a new state to the workflow
choose the +Parameter button to add a new workflow parameter
Choose the { } button to switch to the code editor.
The code editor when accessed from workflow builder also includes these option buttons to allow easy switching between the code editor and the visual editor.
After editing the workflow choose
Saved option to save changes in workflow builder visual editor
Exit to return to the space settings document management dashboard
Choosing Exit without previously selecting Saved will not update the workflow in the document management dashboard.
Navigator panel state lozenges
Each state lozenge in the visual diagram can be selected to open the state editor in the workflow panel for the chosen state.
This also changes the navigator panel display to include the State edit button and option buttons to add a Transition or an Approval.
The workflow panel will display the state name and the number of Transitions and Approvals for the state.
The state can be edited in this panel to
change the state name
add or edit the state description
set an expiry date for the state
set the state as a final state in the workflow
You can also choose to add and edit transitions and/or approvals for the state using the state editor.
Saving changes to the workflow
To save any edits to the current workflow you must:
choose the Saved button to save any changes made to the workflow in workflow builder
choose Exit to return to the space settings dashboard and update the space workflow with the changes made in workflow builder