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Graphic Editor of Document Flows

Engracia Villar

Engracia Villar

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Gladtolink has a new graphic editor of document flows. Learn how to bring out the best of it!

To facilitate the creation and management of document flows in Gladtolink, we have developed a graphic editor that allows, on one hand, the quick and easy creation of flows and, on the other hand, facilitates the management and understanding of them, once created.

  • Access the Graphic Editor
    Access the Graphic Editor

    Accessing the new Gladtolink graphic editor is very simple: you just have to click on the document flow you want to edit or create a new flow, by clicking on the "+" in the upper task bar.

  • Flow Configuration
    Flow Configuration

    Once inside the editor window, the first thing you can do is customize the document flow itself, being able to specify a name, description, icon and color. Click on the pencil button in the upper bar to do it.

  • Graphic Editor modes
    Graphic Editor modes

    The Graphic Editor of document flows has three modes. The first mode, which is the default mode, allows you to move the states to organize them the way you prefer. With the second mode you can add states to the flow, by clicking on the desired place and specifying the state name. The third mode allows you to specify transitions between states, by clicking on the initial state and dragging to the final state.

  • Organize States
    Organize States

    In the default mode (Manipulate Mode), you can move the states, dragging them to the desired position. When you close the editor, the positions of all the states will be saved so that they remain in the same position the next time you access the editor.

  • Manage States
    Manage States

    When you select a specific state, a new menu will appear on the right where you can configure the state's characteristics. You can change the name, make it the default state, specify its description and change its color. Also, in the "Transitions" section, you can see and select the transitions that start or end in the selected state. If a transition has its own name, it will be shown instead of the name of the states it connects.

  • Manage Transitions
    Manage Transitions

    When selecting a transition, the customization menu will be displayed, although this time it is slightly different. In it you can change the name (optional in the case of transitions), the description and the color of the transition, as well as seeing and selecting the states that the transition connects. Additionally, you can view, add or delete both contacts (users or groups) and triggers to the transition. The contacts that you add can change (in a document or file) from the initial state to the final state of the transition and the triggers will be executed when that happens.

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