Inspect a state using workflow builder
Choose a state lozenge in the Navigator panel visual flowchart will display the state name and description for the chosen state in the left-hand workflow panel.
This displays (as applicable to the state):
state expiry or due date for the state.
This state panel also displays the number of state approvals, transitions and tasks.
- choose each one to view and edit existing individual named approvals, the transitions or state tasks
- create a new approval, transition or task by choosing +add (or choose the number if present)
You can also add transitions, approvals and states by choosing the appropriate button in the navigator panel
Choose the state name
This opens the state editor
In the state editor you can
- edit the state name (state names are case sensitive)
- edit or add a description of the state - usually the state names some detail of its use and features
- customize the state color choosing from a dropdown palette or by the addition of an hexadecimal color
There are reserved characters that cannot be used in a state name.
State content due date
A due date can be set for the state in the state editor
This can be a time period starting on transition into the state or on a set date.
Set the duration for the due date using one of the dropdown options
- Period - set a value for a time period in one of the following time units - years/months/days/hours/minutes/seconds
- ISO 8061 - time period set in a valid ISO 8061 format e.g. P1Y6M for 18 months, P1DT12H30M for 1 day, 12 hours and 30 minutes
- Value reference - for example the value of a workflow parameter
A fixed date can be set using the popup calendar.
Ticking the checkbox allows users to edit or remove due date. Note that the due date is reset on each transition in the state.
In the state editor you can change the behavior of the state and the workflow popup on the page in the state.
- Taskable - enable users to manually add tasks in the state using the page tools menu
- Final - defines the current state as the final (published) state in the workflow.
Only one state in a workflow can be defined as the final state. Choosing Final in a state will automatically uncheck FInal in any existing states.
State attributes can also be set using the options in >Advanced
The workflow popup behavior for the state can be amended by ticking the checkboxes
- Hide from path - removes the state from the workflow popup progress tracker when the content is in each of other states in the workflow
- Hide selection - removes all transition options from the workflow popup when content is in the current state except for admin users
Check Version completed will remove the Final attribute from the state and add a K15T Scroll Versions app compatible attribute to the state. Use this if you are using Comala Document Management with K15Ts Scroll Versions app.
State approvals, transitions and tasks
The state panel also includes the number of each of the following in the state:
Transitions – the number transitions from the selected state to other states
Tasks - the number of tasks that will be added by the workflow on the transition into the state
You can select each of these to list the names of any existing approvals, tasks or transitions or add new ones by choosing +add.
Choosing the component name opens the appropriate editor for each individual named component - approval, transitions or tasks.
Add a new workflow state
One or more states can be added by choosing +Add State.
Enter the new state name and optionally add
a state description
state expiry or due date and if required check the box to allow users to edit the date
state indicator color using either the color palette menu or a hexadecimal color
States can be dragged and dropped in the workflow panel to change the order displayed in the workflow popup progress tracker bar.
Changes made to the order of the states will be reflected in the visual workflow diagram in workflow builder and markup notation in the markup editor but will not change any state transitions.
For any changes, ensure that you:
Choose Add in the state editor to confirm the changes for the state
Choose Save in the navigator panel to add these changes to the workflow
Select Exit in the Navigator panel to add the updated workflow to the content
Ensure that your state name does not include any prohibited characters.