Select a workflow

 

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The workflow section is only visible on item types that have been enabled to use a workflow. Only content items are enabled by default.

  1. To select a workflow, click Select Workflow.

    1. Select a workflow and then click OK.

  2. Enter dates and times to execute any date or time specific workflow actions.

    1. Click date to select a date.

    2. Click time to select a time.

    Selecting a publish or expire date will not cause the item to be published or expire. The selected workflow must include a publish or expire action for this to happen.

  3. To select additional users to those already specified as having access to the rendered item, click Select Additional Viewers.

    1. To add users or groups, click Add.

      • Select either Users or Groups.

      • Enter text to search for in the Search field and then click Search. (Leave the Search field blank to display all users or groups.)

      • Select the required users or groups and then click OK.

    2. To remove users or groups, select the users or groups you would like to remove and then click Remove.

 

Parent Topic

Create items

 

Parent Topic

Develop a workflow strategy

 

Parent Topic

Define metadata for a content item