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how to add a screen to transition in "new workflow editor"?

Colleen Gotling
Contributor
February 6, 2025

The other day I created a new business project.  Today I am trying to add a popup screen to one of the workflow transitions and I am not seeing how to do it in the New workflow editor and I don't have the option to switch back to the old editor like I do on my older projects.  Can someone tell me how I can edit the transition to add a screen?

 

Old workflow editor:

 

old workflow editor.PNG

 

New workflow editor:   I don't see it under rules nor properties:

New workflow editor.PNG

 

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Manoj Kumar Gangwar
Community Champion
February 6, 2025

Hi @Colleen Gotling 

Click on the + sign and then add a rule for the show screen.

Colleen Gotling
Contributor
February 6, 2025

Thank you for your quick response, but I don't see a rule for show screen.  I typed in "show" in the search and no results.  I typed in "screen" in the search and again, no results.  

Action rules.PNGvalidate rules.PNGRetrict rules.PNG

Manoj Kumar Gangwar
Community Champion
February 7, 2025

Screenshot 2025-02-07 175411.png

Like A_ Boehme _Communardo_ likes this
Colleen Gotling
Contributor
February 7, 2025

Thank you but as you can see from my screenshot, I don't have that option.   Any idea why that specific option would be missing?  I am the org admin, site admin, and pretty much everything else so I would think I have the correct permissions.  validate rules.PNG

org admin.PNG

Manoj Kumar Gangwar
Community Champion
February 7, 2025

@Colleen Gotling, I have checked and the option is unavailable for the Team Managed Business projects. 

Colleen Gotling
Contributor
February 7, 2025

Aha!   OK, I will probably move it to a company managed business projects.   Hopefully that will work.  

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