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Scope of edits

When we edit pages in a project, we use workflow for approving changes before publishing them until they are approved. If we edit pages without selecting a project, the changes are published immediately. It is good practice to work within a project. When we are working in a project, any changes made to a page affect only the view within the project. After the project is approved and published, the changes are then available to all users.

Changes to private pages and community pages are not part of a project. When we are working in a project, actions that personalize or create a private page are not visible.

When no project is selected, we are modifying the published site. Changes to public pages affect all users and are available immediately. While we work on the published site, changes that other users are making within active projects are not visible.


Default workflow for pages in projects

To make the page changes available on the published site, submit the page for review and approval. The steps for the workflow depend on what is defined for the page. By default, a simple workflow is assigned to page or URL mapping drafts. The default workflow (Express Workflow) has only two states: draft and published. For pages that use this workflow, submitting the draft moves the page to the publish pending state. When all other changes in the project are published, the pending draft page is also published. After all items in the project reach the pending state before publishing, we can publish the project by clicking Publish in the project menu.

Note that user needs to be added to the Approvers group for each item, even if user is SiteAdmin.

If use the authoring portlet to edit the access settings for a page that is part of a workflow, we cannot modify the approvers. To change the approvers for the page, set the approvers on the workflow stage that currently contains the page. However, we can change the assigned workflow in the user interface to include more review and approval stages on the project level in Web Content Manager. After the draft changes in the project are approved and published, the updated pages are visible to all users. For details on using a custom workflow, see Add workflow to managed pages.


Parent topic: Projects

Related tasks:

Add workflow to managed pages