Workflow Templates


Workflows Designer provides templates to streamline the workflow creation process. Templates contain pre-configured workstates, transitions, and workstate-transition relationships. To create a workflow based on a template, see Creating Workflows for details.

Each template requires the administrator to associate user groups. See Creating Transitions for details. Modify templates to best suit workflow and team collaboration needs.

Note
Administrators can copy existing workflows with their workstates, transitions, relationships, and associated groups to create new workflows. See Copying Workflows for details.

Single Review Publish Template

Use this workflow to author, approve, review, and publish content items.

Single Review Publish Workflow Template

Workstates include:

  • Authoring (start node)
  • Approving
  • Reviewing
  • Publishing

Transitions include:

Note
Templates set all transition actions to the All Publishing Targets default.
NameCurrent WorkstateNext WorkstateActions
Send for approvalAuthoringApprovingn/a
Send for reviewApprovingReviewing n/a
Send for publishReviewingPublishing
  • Check In
  • Mark for Publish
  • Publish
Send back to authorsApprovingAuthoring n/a
Send back to approversReviewingApproving n/a
Skip review and send to publishApprovingPublishing
  • Check In
  • Mark for Publish
  • Publish
Update contentPublishingAuthoring n/a

Double Review Publish Template

Use this workflow to author, approve, review, and publish content items.

Double Review Publish Workflow Template

Workstates include:

  • Authoring (start node)
  • Editing
  • Approving
  • Reviewing
  • Publishing

Transitions include:

NameCurrent WorkstateNext WorkstateActions
Send to editorsAuthoringEditingn/a
Send for approvalEditingApprovingn/a
Send for reviewApprovingReviewing n/a
Send for publishReviewingPublishing
  • Check In
  • Mark for Publish
  • Publish
Send back to authorsEditingAuthoring n/a
Send back to editorsApprovingEditing n/a
Send back to approversReviewingApproving n/a
Update contentPublishingAuthoring n/a
Unapprove back to authorsApprovingAuthoringn/a
Reviewed back to editorsReviewingEditingn/a
Reviewed back to authorsReviewingAuthoringn/a