Creating or editing a workflow

Use the following steps to create or edit a workflow:

• Access your site.

• In the left sidebar, click Configuration > Workflow > Workflows.
• On the Workflows page, do one of the following:
  • To add a workflow, click Add workflow, enter a descriptive label, and click Save.
  • To edit a workflow, click Edit besides the workflow name.
• Configure the workflow settings based on your requirements.
• Click Save.

Adding a state to a workflow

Use the following steps to add a state to a workflow:

• On the Edit workflow page, locate the States area.
• Click Add a new state.

• In the State label field, enter a name for the state.

  For example, Draft, Review, or Published.

• Enable the Published toggle if the content should be published when it reaches this state.
• Enable the Default revisions toggle if the content should be made the default revision when it reaches this state. This is implied for published states.
• Click Save.
• Set the state order to reflect logical progression.

• Click Save.

Add a transition to a workflow

Use the following steps to add a transition to a workflow:

• On the Edit workflow page, locate the Transitions area.
• Click Add a new transition.

• In the Transition label field, enter a name for the transition.

  For example, Submit for review, Approve, and Publish.

• In From and To sections, select the states this transition can move.

  This defines how content can move between states.

• Click Save.

Associating a workflow with a content type

Use the following steps to associate a workflow with a specific content type:

• In the left sidebar, click Structure > Content types.
• Select the content type that you want to modify.
• Scroll down the page and click the Workflow tab.
• Select the workflow that you want to apply.

• Click Save.

  After associating the workflow, all content of that type follows the designated workflow.

Managing workflows