Configure Workflow State

Configure a Workflow State

  • Evoq Content
  • Evoq Engage

Steps

  1. Add/Edit a workflow and add/edit a state to the workflow.


Add a State button

  1. Enter the name of the state.
  2. 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.
    • To add another role to the list, choose the additional role from the Select Role dropdown, and click/tap Add.
    • To add a specific user to the list, enter part of their display name, select the correct user from the list, and click/tap Add.
    • Check the appropriate checkboxes to enable each role to perform actions.
  3. Choose whom to notify if the state changes.

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