[Skip to content]

Search our Site
Easysite Resource Centre
Create New Workflow Process

Create New Workflow Process

Workflow details

To create a new workflow process go to Administration -> Workflow -> Define Workflow -> Create New Workflow Process. The following view will be presented:

Workflow workflow details screenshot

1. Edit/configure:

Name

Enter an appropriate name for the workflow.

Description

Enter an appropriate description for the workflow.

Enable Authoring

If required, select whether or not workflow moderators may also edit pages in workflow.

Indicate Significant Change

If Portal is in use on the site, select to add Significant Change notification to he workflow.

Note: the author will be asked if the change they have made is significant. if yes the page will be added to the email digest of changes. If no the page will not be added to the digest.

Enable 'Step over by Role'

Check if required.

Note: if the user is both the author and moderator of the change, they will be offered the option of bypassing workflow and publishing the page.

2. Click Save Workflow and then Adjust Workflow Steps. The following view will be presented:

Workflow adjust workflow steps screenshot

3. Click Add Step. The following view will be presented:

Workflow add step screenshot

4. Edit/configure:

Step Name

Enter an appropriate name for the step.

Enable Authoring

Check if required.

Notification

If required, select Add User/Group To Notification List.

Note: check to select the appropriate users and click Use Selected Users and Groups. These users will receive a notification email advising that that changes have been published. 

Moderation

If required, select Add User/Group To Notification List.

Note: check to select the appropriate users and click Use Selected Users and Groups. These users will receive an email advising that that changes required moderation.

5. Click Save Step. The following view will be presented: 

Workflow steps screenshot

6. Click to Add Step to add an additional step. Alternatively, click Finish.

Article comments