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].

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Field descriptions

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FieldDescription
IDUnique ID of the workflow (automatically assigned).
Workflow nameName of the workflow.
Status"Enabled" or "disabled".

Batch actions

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You can perform the following batch actions by selecting multiple workflows using the checkboxes in the left-most column.

ButtonDescription
EnableEnables the selected workflows.
DisableDisables the selected workflows.
DeleteDeletes the selected workflows.

Workflow editor - Basic settings

Accessing the screen

In the left sidebar menu, click [Operation] -> [Workflow].

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On the workflow list screen, click the name of the workflow you want to edit.

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Item descriptions

Basic settings

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ItemDescription
Workflow nameName of the workflow.
  • Enable or disable the workflow by selecting the corresponding radio button. Disabled workflows cannot be used.
E-mail notificationOption to receive an e-mail notification when content is approved or rejected.
  • Don't notify: You will not receive notifications.
  • Notify: If you select this option, specify the recipient e-mail address(es) in the field below. For multiple recipients, enter each address on a new line.
RestrictionSelect the user group(s) allowed to both approve and request workflows. This is different from the [Permission Settings] for groups.
  • [No selection]: All editors of the target content are allowed to use this function.

Target content(s)

Select the contents you want to use the workflow for.

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E-mail settings

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FieldDescription
SubjectSubject line for the workflow request message.
BodyBody text of the request message.

Actions

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ButtonDescription
UpdateApplies the changes made in the [Basic settings] tab.
DeleteDeletes the current workflow.

Workflow editor - Flow settings

Accessing the screen

In the left sidebar menu, click [Operation] -> [Workflow].

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On the workflow list screen, click the name of the workflow you want to edit.

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On the workflow editor screen, click the [Flow settings] tab.

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Item descriptions

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Item/ButtonDescription
Approver group nameDisplay name when the workflow is selected on the content editor screen.
Delete groupDeletes the approver group.
One-time URLSelecting this option enables you to approve and revert content within a temporary preview screen.
Approver settingsSpecify the approver(s).
  • Group: All members of the group are allowed to approve the workflow.
  • Member: Only the selected member can approve the workflow.
E-mail notificationEnabling this option sends a notification e-mail to the approver(s) when content has been configured and updated via the workflow.
DeleteDeletes the current approver settings.
Add (1)Adds a new approver to the corresponding approver group.
Add (2)Adds a new approver group.
UpdateApplies the changes made in the [Flow settings] tab.

If you have any other questions, please use our contact form or Slack workspace.