Overview
The Workflow Inspector can be used to examine various aspects of a workflow.
Accessing the inspector
The inspector can be accessed in three ways, depending on where the workflow is stored:
- At the page level (requires Page Mode), choose Page Tools → Edit Workflow...
- At the space level, choose View on any template shown on Workflows - Space Tools or Page Workflows - Space Tools
- At the global level, choose View on any template shown on Workflows - Global
States tab
The States tab shows a flowchart depicting the workflow States and the Transitions between them.
- You can click the buttons to zoom in and out
- You can click and drag the flowchart to move it around in the window
- You can click a state (boxes on the flowchart) to display additional information about the state
When a state is selected, the following information will be displayed in the sidebar (as applicable to the state):
- Parameters – details of any notable parameters, such as
taskable
orhidefrompath
– see:{state} macro
- Approvals – the names of any content reviews defined by
{approval}
macros. For further detail see: Reviews - Transitions – the transitions from the selected state to other states. For further detail see: Transitions
In Page Mode, if you accessed the workflow inspector via Page Tools → Edit Workflow..., several buttons will appear below the flowchart:
- Edit – Displays the Markup tab
- Save as template – This option saves the template to Page Workflows.
- Delete – Deletes the workflow from the page or blog post, optionally deleting the activity report too.
Triggers tab
The Triggers tab only appears if you have one or more Triggers defined in your workflow.
Note: In Page Mode, if you just added your trigger in the Markup tab, you'll have to refresh the page for the Triggers tab to become available.
Markup tab
The Markup tab shows the macro markup for your workflow template.
The markup is editable.
After editing, choose Save – this will overwrite the existing workfow with the changes you have made.
Note that you can only save a change to the name of the workflow from this markup when saving this as a template, entering the new name in the template properties when saving. The workflow on the page will not change it's title. You would need to delete the existing workflow and add the newly saved template for this to change.