Overview

Users can create workflows in DNN on top of the default workflows that currently exist. This article details on add a custom workflow.

Prerequisites

• Evoq Basic, Content, and Engage
• Access to an Administrator or SuperUser account

Solution

1. Go to Persona Bar > Settings > Workflow.
   
   
   

2. Click the Create New Workflow button.
   
   
   
   

3. Fill in the name and description for the workflow then click Save.
   
   
   
   
   

4. Manage the workflow states.
   
   

   • To add a state to the workflow, click the Add a State button then configure the workflow state.
   • To edit a custom state, click the state's Edit (pencil) icon in the Actions column then configure the workflow state.
   • To delete a custom state, click the state's Delete (X) icon in the Actions column.
   • To rearrange the order of the custom states, use the arrows in the Move column.

   
   
   
   

5. Click Save.

Testing

To confirm that the workflow has been successfully created by:

1. Log into the Administrator or SuperUser account
2. Go to Settings > Workflows
3. You should be able to see the created workflow on the list.

Related Articles

• Editing Workflows
• Deleting Workflows
• Configuring Workflow States

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