Workflow
The workflow screen allows you to view, add to, and update the list of created workflows.
Workflow list
Accessing the screen
In the left sidebar menu, click [Operation] -> [Workflow].
Field descriptions
| Field | Description |
|---|---|
| ID | Unique ID of the workflow (automatically assigned). |
| Workflow name | Name of the workflow. |
| Status | "Enabled" or "disabled". |
Batch actions
You can perform the following batch actions by selecting multiple workflows using the checkboxes in the left-most column.
| Button | Description |
|---|---|
| Enable | Enables the selected workflows. |
| Disable | Disables the selected workflows. |
| Delete | Deletes the selected workflows. |
Workflow editor - Basic settings
Accessing the screen
In the left sidebar menu, click [Operation] -> [Workflow].
On the workflow list screen, click the name of the workflow you want to edit.
Item descriptions
Basic settings
| Item | Description |
|---|---|
| Workflow name | Name of the workflow.
|
| E-mail notification | Option to receive an e-mail notification when content is approved or rejected.
|
| Restriction | Select the user group(s) allowed to both approve and request workflows. This is different from the [Permission Settings] for groups.
|
Target content(s)
Select the contents you want to use the workflow for.
E-mail settings
| Field | Description |
|---|---|
| Subject | Subject line for the workflow request message. |
| Body | Body text of the request message. |
Actions
| Button | Description |
|---|---|
| Update | Applies the changes made in the [Basic settings] tab. |
| Delete | Deletes the current workflow. |
Workflow editor - Flow settings
Accessing the screen
In the left sidebar menu, click [Operation] -> [Workflow].
On the workflow list screen, click the name of the workflow you want to edit.
On the workflow editor screen, click the [Flow settings] tab.
Item descriptions
| Item/Button | Description |
|---|---|
| Approver group name | Display name when the workflow is selected on the content editor screen. |
| Delete group | Deletes the approver group. |
| One-time URL | Selecting this option enables you to approve and revert content within a temporary preview screen. |
| Approver settings | Specify the approver(s).
|
| E-mail notification | Enabling this option sends a notification e-mail to the approver(s) when content has been configured and updated via the workflow. |
| Delete | Deletes the current approver settings. |
| Add (1) | Adds a new approver to the corresponding approver group. |
| Add (2) | Adds a new approver group. |
| Update | Applies the changes made in the [Flow settings] tab. |