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Add

Add

Add allows an Administrator to create a Workflow and associate moderators with the Workflow.

Note: the Workflow Manager Privilege is required to add a new Workflow.

Workflow Details

To mange Workflow go to Administration -> Setup -> Workflow -> Add. The following view will be presented:

Workflow Details

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. Select whether all Moderators may edit pages, or just those at nominated points in the Workflow process.

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. If required, select to allow step over by role without generating notifications.

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

Workflow Steps v7

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 2 v7

6. If required repeat the steps above to add an additional step to the Workflow, click to add a Transition, or click Finished.