Learn how to add a workflow to a page and advance it to completion.

In this guide, we'll outline what a workflow looks like on a page. This is the "view" through which most interactions with a workflow will take place (in other words, this is not about configuring workflows, but using them in a typical routing or publishing scenario).

View an Existing Page or Create a

New Page

Navigate to an existing page. Or, create Create a page using the Confluence "Create" button in the Confluence Menu Header. 

Note the Page Status

Just under Near the Title and author informationpage Title, either above or below it depending on your page design, note the drop-down selection status indicator button that says "Draft" (or "Published"). This is the Content Flow Workflow Status toolbar, it is currently displaying the . It displays the current status of the page . "Draft" means that it is visible only to admins, and those with Edit restrictions and is where you click in order to view, apply, or reject a workflow, among other tasks. 

[[Screenshot of the Workflow Status toolbar and dropdown options]]

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 metadata section, then you can also use the Workflow Status Macro anywhere on the page.

Apply a Workflow

The first step is to Initiate Click the Workflow . To do so, click the Workflow Status toolbar and select Approve/Reject. "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 workflow is applied.

If this is a Publishing Workflow, from this point forward any changes to the page will only be visible to reviewers in this workflow.

Add Content

Add 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 that the change made to this page is not yet visible to persons "outside" of the workflow.

View the Workflow

Click the Workflow Status toolbar and select "Approve/Reject". Inside the Workflow viewer, note the steps of the workflow. Each step corresponds to a User (or member of a Group) reviewer and an action (described by the label).

The First first step of every workflow is always assigned to the Editor (page creator in the case of an Automatic Workflow). 

Advance the Step

To advance the workflow to the next step, leave a an optional comment (optional) and then click "Approve".  This will send a notification to the next reviewer (a user ( or group) alerting them that an action is now required.

If need be, you may also "Return" a step and send it back to the previous user or groupreviewer. This will alert them, along with your comment, about why the changes were rejectednot approved. 

Advancing a step applies the label for that step and removes (if present) the label of the previous step. The use of labels can be helpful for tracking all pages in a workflow.Note that at each step, any participant in the workflow may edit the page and then advance the workflow

The steps continue in this fashion until the last step is approved.

Complete the Workflow

At this pointWhen the last step is approved, the Page page is published and thereby the workflow is completed. If this was a Publishing Workflow, the changes made during the workflow are now visible to all with page view access to the space.Once the workflow is complete, the status should read "Published"permissions.

• Creating a Workflow
• Automatic Workflow
• Publishing Workflow