Configuring Workflow States


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. 




  • Evoq Content
  • Evoq Engage




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

  1. Go to Persona Bar > Settings > Workflow


  2. In the list, hover over the workflow you want to configure then click the Edit (pencil) icon.

  3. Click Add a State


  4. Enter the name of the state under State Name.

  5. 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.

  6. Choose whom to notify if the state changes.

  7. Click Accept.


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