Skip to main content Skip to main menu

Your choice regarding cookies on this site

By using this website, you agree to our use of cookies.

You can find out more about our use of cookies at Cookie Policy or Manage Your preferences now.

SUB-VX-Copy

Create a New Workflow

Creating a New Workflow

For a simple workflow (E.g. Content creators requiring their content to be approved by system administrators), two workflow levels must be defined.

Follow these steps:

Begin by selecting 'Workflow' on the navigation bar. 

In this example, we will create the workflow to include the entire site, allowing the user to make changes to all parts of the site.

Select 'Home' in the 'Site Structure' sidebar. If you want to limit the workflow to a certain location (highlighted), right-click on that location, select 'Create workflow', and follow the same steps as below.

WorkflowNew6

Select 'New level'.

WorkflowNew1

The first level we'll create in this example will be for the 'Approvers', i.e. the people who must approve the changes.

Fill in the basic details to reflect this and set 'Insert level at position' to '0 - as the highest level'.

This sets the 'Approvers' to be the final phase of the approval process. 

WorkflowNew3

Go to the 'Members' tab (next to 'Basic details'), and select 'Add'.

Select the user(s) and/or group(s) who should be involved in the final phase of approval, and click 'Done'.

Select 'Save' at the bottom of the page.

WorkflowNew2

The next level we will add in this example will be for the content creators - i.e. the people who will be making the changes and sending them for approval.

Simply select 'New level' again to add the new level.

In this example, we'll call them 'Authors'.

Fill in the basic details to reflect this, and set 'Insert level at position' to '0 - as the lowest level'. This sets 'Authors' to be at the first stage of the approval process, i.e. the change makers.

*Note: For authors to be able to make changes in the CMS, they must be a member of the groups 'Location operators' and 'Content administrators'.

Learn more about adding Users to Groups.

WorkflowNew4

Go to the 'Members' tab (next to 'Basic details'), and select 'Add'.

Select the user(s) and/or group(s) who should be involved in the first phase of approval, and click 'Done'.

Select 'Save' at the bottom of the page.

WorkflowNew5

More levels can be added in the workflow to lengthen the approval process.

Watch the video below for a short tutorial on creating new workflows.

See more guides on Workflow.