6.1. Create a workflowΒΆ

This tutorial will demonstrate how to create a new workflow.

  • Go to Management / Workflows
  • Click on the Add workflow button.

Note

If there is no workflow yet you will redirected automatically to the workflow add form.

  • Enter the unique name for the new workflow, e.g. Review.
  • Click on the add button.
../../_images/add_workflow.jpg
  • Select the permissions for which the workflow should be responsible. (Later you will set these permissions within every state) and click on the Save workflow button.
../../_images/permissions.jpg

Now you will input the states of the workflow.

  • Go to the States tab.
  • Enter Private into the text input field and click on Add state.
../../_images/add_state.jpg
  • Repeat step 8 with Submitted and Public. Afterwards you should have three states as displayed in the image below.
../../_images/states.jpg

Now you will input the transitions of the workflow.

  • Go to the Transitions tab.
  • Enter Make public into the text input field and click on Add transition tab.
../../_images/add_transition.jpg
  • Repeat step 10 for Make private and Submit. Afterwards you should have three transitions as displayed in the image below.
../../_images/transitions.jpg

Now you will assign the destination states for the transitions.

  • Click on the Make public transition.
  • Within the edit dialog, select Public as destination state and click on Save & Close.
../../_images/edit_transition.jpg

No do the same for the other transitions:

  • Click on the Make private transition.
  • Within the edit dialog, select Private as destination state and click on Save & Close.
  • Click on the Submit transition.
  • Within the edit dialog, select Submitted as destination state, and Submit as Permission and click on Save & Close.

After you have done this, your transitions should look like this.

../../_images/transitions_2.jpg

No you will assign the transitions to the states.

  • Go to the States tab.
  • Click on the Private state.
  • Within the edit dialog, select the Submit transition (you could of course select more transitions if appropriate).
  • Select the appropriate permissions for that state (see image below).
  • Click on the Save & Close button.
../../_images/edit_state_1.jpg
  • Click on the Submitted state.
  • Within the edit dialog, select the Make public transition (you could of course select more transitions if appropriate).
  • Check Review as type. This means that objects with this state will be listed on the to reviewed objects list.
  • Select the appropriate permissions for that state.
  • Click on the Save & Close button.
../../_images/edit_state_3.jpg
  • Click on the Public state.
  • Within the edit dialog, select the Make private transition (you could of course select more transitions if appropriate).
  • Check Public as type. This means that the publication state of the object will be set for the first time it gets the Public state.
  • Select the appropriate permissions for that state (see image below).
  • Click on the Save & Close button.
../../_images/edit_state_2.jpg

Now you will assign your newly workflow to a content type.

  • Go to Management / Applications / Content Types
  • Select Page
  • Select the Review workflow and click on the Save content type button.
../../_images/content_type.jpg

Contratulations!

You have now created a new workflow and has assigned it to the Page content type.