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

 

1 answer

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Manoj Gangwar
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 Gangwar
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 7, 2025

Screenshot 2025-02-07 175411.png

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 Gangwar
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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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