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Code editor

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Overview

A space administrator can edit the workflow template using the code editor.

The code editor can also be used to import other workflows into the current space by copying and pasting the workflow template JSON code for the workflow from another space or site.

The workflow template is created using JSON code. Only use the code editor if you are familiar with JSON code.

The workflow template JSON code is displayed in the workflow schema box and can be edited directly in the editor.

cdmc_codeeditor_createnewworkflowtemplatecode.png

The JSON code editor includes

  • color coding to distinguish property names, values, and different data types

  • autocomplete feature for workflow properties and values

  • dropdown selectors for available property names, including workflow triggers, workflow parameters, states, transitions, and approvals

cdmc_codeeditor_trigger_eventname_schema_onchangestate_highlighted.png
  • a search tool accessed by the keyboard shortcut CMD+F

The visual editor can also be used to create or edit workflows without the need to add or edit code directly. Changes in one editor are automatically updated when the workflow is viewed in the other.

Accessing the code editor

You can access the code editor for a custom workflow in the space document management dashboard

  • using the </> icon in the Actions options in the space document management dashboard

cdmc_documentmanagmentdashboard_extract_customworkflow_codeeditoricon_highlighted.png
  • using the { } toggle button option in the workflow builder visual editor

cdmc_wfbuilder_visualeditor_customworkflow_code_editor_toggle_highlighted.png

Workflow builder lets you toggle between the visual and code editors using the editor icon buttons in the right-hand navigator panel.

Changes applied to in one editor are dynamically updated in the other editor.

If migrating from server to cloud, each server workflow can be translated to a cloud-compatible JSON workflow template using the Workflow Translator for Cloud in the data center and server apps. The cloud-compatible JSON for each workflow can be copied from the translator and pasted into the cloud app code editor.

If you have any queries on importing workflows, please contact support.

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