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.

Name Current Workstate Next Workstate Actions
Send for approval Authoring Approving n/a
Send for review Approving

Reviewing

n/a

Send for publish

Reviewing

Publishing
  • Check In
  • Mark for Publish
  • Publish
Send back to authors Approving Authoring

n/a

Send back to approvers

Reviewing

Approving

n/a

Skip review and send to publish Approving Publishing
  • Check In
  • Mark for Publish
  • Publish
Update content Publishing

Authoring

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:

Name Current Workstate Next Workstate Actions
Send to editors Authoring Editing n/a
Send for approval Editing Approving n/a
Send for review Approving

Reviewing

n/a

Send for publish

Reviewing

Publishing
  • Check In
  • Mark for Publish
  • Publish
Send back to authors Editing Authoring

n/a

Send back to editors

Approving

Editing

n/a

Send back to approvers

Reviewing

Approving

n/a

Update content Publishing

Authoring

n/a

Unapprove back to authors Approving Authoring n/a
Reviewed back to editors Reviewing Editing n/a
Reviewed back to authors Reviewing Authoring n/a