Configuring Workflow States

Overview

A state in a workflow represents the stages of the content-creation or content-editing process.

In this article, you will learn how to create and configure a state for your workflows.

After creating the workflow, you can add or edit a state to the workflow.

Go to Persona Bar > Settings > Workflow.
In the list, hover over the workflow you want to configure then click the Edit (pencil) icon.
Click Add a State.
Enter the name of the state under State Name.
Select the roles that need to review the content at this stage of the process.
- To filter the displayed roles, select the role group from the Filter By Group dropdown list.
- To add another role to the list, choose the additional role from the Select Role dropdown list, and click Add.
- To add a specific user to the list, enter part of their display name, select the correct user from the list, and click Add.
- Check the appropriate checkboxes to enable each role to perform actions.
Choose whom to notify if the state changes.
Click Accept.