Markup editor

1 Overview | 2 Access the markup editor | 3 Markup errors | 4 Incompatible markup | 5 Related pages

Overview

The markup editor displays the macro markup for your workflow template. You can edit the workflow markup directly in the markup editor.

When editing a workflow

Changes made in the markup editor are reflected in the workflow builder*
Changes made in the workflow builder will update the markup

Access the markup editor

In workflow builder, choose the markup icon { } in the top right of the navigator panel to toggle from the visual editor to the markup editor.

The markup is editable, and any saved changes are reflected in the visual flowchart in the workflow builder navigator and workflow panels.

After editing the markup, choose Save.

This overwrites the original workflow with your changes. You might need to rename the workflow before saving.

Prior to saving the workflow, you can use the visual flowchart button option to view these changes in the workflow builder visual editor panels.

You can also view the saved workflow on the page without returning to the workflow builder panels by choosing Exit.

In both the workflow builder visual editor and the markup editor, the workflow can also be saved as a template. This can be

a space template to the space document management dashboard (if the current workflow is a page workflow and the user has space administrator permission)
a global template to the global workflows dashboard (if the current workflow is a space workflow or page workflow and the user has global administrator permission)

Markup errors

The editor will verify the use of markup elements when using the Save button.

Any incorrect elements, for example, a missing required mandatory parameter such as a state name or invalid characters for a macro, cause an error to be displayed when attempting to save the workflow.

Some errors in the markup do not necessarily generate errors. For example, a workflow parameter name added incorrectly does not necessarily generate an error.

Any changes to your workflow are recommended to be tested by applying them to pages and/or blog posts.

Incompatible markup

When working in the markup editor, some added workflow elements for complex workflows, although valid, might not be compatible with the workflow builder visual editor.

If this occurs, an Invalid workflow Elements warning message is displayed prior to confirming the changes or choosing to view the workflow in the workflow builder visual editor.

These errors can be due to the use of deprecated elements in your legacy workflow.

In the Invalid Workflow Elements box, choose the See details option to view the highlighted markup elements identified as not supported by the workflow builder.

You can choose to review your markup changes prior to saving, so the workflow template can be edited in both the workflow builder visual editor and the markup editor.