Managing workflows

Managing workflows

Creating or editing a workflow

Use the following steps to create or edit a workflow:

1. Access your site.

2. In the left sidebar, click Configuration > Workflow > Workflows.
3. 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.
4. Configure the workflow settings based on your requirements.
5. Click Save.

Adding a state to a workflow

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

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

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

   For example, Draft, Review, or Published.

4. Enable the Published toggle if the content should be published when it reaches this state.
5. 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.
6. Click Save.
7. Set the state order to reflect logical progression.

8. Click Save.

Add a transition to a workflow

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

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

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

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

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

   This defines how content can move between states.

5. Click Save.

Associating a workflow with a content type

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

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

5. Click Save.

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

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

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

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

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

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

   This defines how content can move between states.

5. Click Save.

Associating a workflow with a content type

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

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

5. Click Save.

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