Add workflow to managed pages

The default workflow used for managed pages has only a draft and approved state. However, if the default workflow is not sufficient, we can define custom workflows and use them with managed pages. Before you perform this task, add the Portal Site library to the list of libraries that we can edit with the authoring portlet. In the authoring portlet, click Preferences, and then click Configure or Edit Shared Settings.

To use a custom workflow with a managed page, create a page template and specify the custom workflow on the template. When creating a managed page based on the template, the custom workflow is used for the page.

1. In the authoring portlet, create any workflow stages that you require and then create the custom workflow.

2. Create a project to use when creating the page template.

   Because we can set a workflow only on draft items, create the template as a draft in the context of a project. After we add the custom workflow to the draft, publish the draft to make the page template available.

3. In the project menu, select the new project as the current context.

4. Create the page template...
   Administration | Portal User Interface | Page Templates | New Page

5. Click Save Draft.

6. Add the workflow to the template.

   1. In the site toolbar, click Edit in the page properties section.

   2. In the Page Properties window, click Security.

   3. In the Workflow section, click Select in the Workflow field.

   4. Select the custom workflow, and save the changes.

7. Approve and publish the project to make the page template available for use.
   Project menu | Project actions section | Manage page template More | Approve | Publish Project

   After completing this task, we can select the new page template when creating a page in a project, and the custom workflow is automatically used.

   
   Parent: Workflow and change management
   Related: Item status
   Workflow stages and actions