Manage items in a workflow

When working with items that are participating in workflow, understand how items progress through a workflow, and the different status types of items participating in a workflow.

• Workflows, stages and actions

  To create a workflow, understand the roles of workflow actions, workflow stages and workflows.

• Use workflows

  When using a workflow, understand how to access, edit, approve and decline items.

• Workflow status

  There are three status levels during a workflow; Draft, Published or Expired. Only published documents are available on the rendered site. This status is not linked to any stage, but is determined by actions. For example, a Publish action will change the status of a document from Draft to Published.

• Joint approval

  Joint approval is used in cases where approval from multiple users is required before moving the document to the next stage.

• Workflow example

  This example describes the steps required to create a four stage Workflow.

Parent topic:

Item management features

Related tasks

Creating a publish action
Creating an expire action
Creating an e-mail action
Creating a custom action
Creating a version action
Creating a scheduled move action
Creating a workflow stage
Creating a workflow

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