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Learn how to add a workflow to a page and advance it to completion.
Once you have installed Content Fl=
ow and created a workflow=
a>, you'll want to start using workflows to manage page publishing and rout=
ing. This guide explains how to apply a workflow to an individual page and advance it through to completion=
.
Navigate to an existing page. Or, create a page using the Confluence "Cr= eate" button in the Conflue= nce Header.
Near the page Title, either above or below it depending on your page des= ign, note the status indicator button that says "Draft" (or "Published"). T= his is the Content Flow Workflow Status toolbar. It displays the current st= atus of the page and is where you click in order to view, apply, or reject = a workflow, among other tasks.
If you are using Brikit Theme Press, and you do not see the Workflow Status=
toolbar, you may need to make visible the page metadata in your page design.
If you prefer not to use the Workflow Status toolbar in the page metadat= a section, then you can also use the Workflow Status Macro anywhere on the page.
Click the Workflow Status toolbar and select "Apply Workflow" This opens= the Workflow viewer and presents a list of the available workflows in this= space. Select the workflow that you want applied and click "Apply" (in the= upper right corner of the workflow). The page will refresh and the workflo= w is applied.
If this is a Publishin= g Workflow, from this point forward any changes to the page will only b= e visible to workflow pa= rticipants.
Edit the page: add page content, such as a paragraph or image or table, = and save it. Note that the status indicator now says "Draft". This means th= at the change made to this page is not yet visible to non-workflow participants.
Click the Workflow Status toolbar and select "Approve/Reject". Inside th= e Workflow viewer, note the ste= ps of the workflow. Each step corresponds to a reviewer and a label.
The first step of every workflow is always assigned to the Editor.
To advance the workflow to the next step, leave an optional comment and = then click "Approve". Upon = approval, all of the reviewers in the next step will be notified by email a= nd via the in-Confluence notifications. (Didn't get the email notification?= Check to see that you have configured your Confluence mail server).
If need be, you may also "Return" a step and send it back to the previous reviewer. Your comment here can = help explain why the step was not approved.
Advancing a step applies the label for that step and removes (if present) t=
he label of the previous step. The use of labels can be helpful for trackin=
g all pages in a workflow.
The steps continue in this fashion until the last step is approved.
When the last step is approved, the page is published and the workflow i= s completed. If this was a Publishing Workflow, the changes made during the workflow are now vis= ible to all with page view permissions.
If using:
If using:
If using:
If a workflow is set to Automatic, then you do not need to select and apply a= workflow (as in Step 3 above). Instead, the automatic workflow will be app= lied to the page immediately upon page creation or modification. There can = be only one automatic workflow for a space.
To remove an automatic workflow and apply a different workflow, follow t= hese steps: