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Learn how to create a new Content Flow workflow from scratch.
After installing Content Flow, you= r next task is to create a new workflow. This guide walks you through the s= teps needed to get up and running.
From any page in the space where you want a workflow, open the Confluence Sidebar. Next, click the "gear" icon that says = "Space Tools" (note: it is in the lower left corner of the screen). From th= e Space Tools menu, click on "Content Tools". This will take you to the spa= ce backend. Here, find and click the tab called "Apps" (at the far right-side of the list of tabs).=
The "Apps" tab opens up a new set of sub-tabs, one of these is called Av= ailable Workflows. Here you can create a new workflow or see the existing w= orkflows that are available for use in this space.
Under the list of available workflows, click the "+Workflow" button to a= dd a new workflow.
A new workflow menu opens, called the Workflow Wizard. There are two tab= s in the Wizard. The first tab defines the workflow, including it's name, t= ype, visibility, and initial label. For type, you can choose either a Routing Workflow or a Publishing Workflow.
Enter the details about your workflow in the first tab and then click th= e second tab to add steps.
You can also specify an individual user or group who can remove the work= flow once it has been initiated. Simply enter a username or group into the = "Removable By" field. This ensures additional control over the content crea= tion process.
The second tab defines the w= orkflow steps. Each step corresponds to a reviewer (or group of reviewe= rs) and label.
To add a step, click the "+Step" button. To add a reviewer, click "+Reviewer" and start typing an individua=
l user or group, then select the name from the drop-down list. You may add =
multiple reviewers to any step, just click the "+Reviewer" button again and=
add another individual or group.
To add a label, click the "+Label" button. Enter the label name and pres= s the "enter" or "return" key on your keyboard to save the label into the s= tep.
To add another step, simply press the "+Step" button.
When finished adding information and steps, press the "Save" button.
That's it!
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When there are multiple reviewers in a step, the follow= ing behavior occurs:
If using:
If using:
If using: