Using a Workflow

• Initiate a Workflow
• Review Content in a Workflow
• Bypassing a Workflow
• Delete a Workflow
• Edit a Workflow in Progress
• Send a Message
• Notifications »

NEWS & TIPS

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Initiate a Workflow

p>When a content contributor creates or edits an asset, a workflow is typically started. Depending on what options are set for that folder or asset factory, the user may have different workflow options from which to choose.

To initiate a workflow while creating or editing content:

1. Scroll down to Advanced Options at the bottom of the create or edit screen for your asset.
2. Ensure that the box next to Start Workflow is checked.
3. Click Submit.
4. You will be forwarded to the Start Workflow screen, which lists each step in the workflow.  If there are no preset user or group assignments for each step or if you would like to change any assigned users, click the user icons to select the users to which you want each step assigned.
5. Optionally, you may enter comments and choose a due date for the workflow.
6. Click Submit to lock this asset into the selected workflow process and forward the workflow to the next user in the workflow.

You may review the workflows you have initiated by navigating to your Dashboard and checking My Workflows under Outstanding Items or the Workflows tab.

Additional Notes

Once initiated, a workflow can only be deleted by the initiating user, or by an administrator/manager.

You may review the workflows you have initiated by navigating to your dashboard (Home), and checking the Workflows Waiting column or tab.

Videos

• Workflows Part 1
• Workflows Part 2

See Also

• Workflow
• Workflow Action
• Contributor

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