Open topic with navigation

 

You are here: Content Manager > Using Site Editor > Page Workflow and Publishing

Page Workflow and Publishing

Once a page is saved, authors can either publish it immediately if they have permission or send it into Workflow

Workflows provide you with a review\approval process, so that you can control when new or edited content gets published to the site, and ensure the proper approvals are obtained before content appears on your site. When you publish a page, it goes live on the website.

The page goes live on the website and appears in the Publication Activity container in the Control Center.

Workflows generally consist of assigning actions to roles. Typical roles include Author(s), Approver(s) and Publisher(s). Workflows require that a user who serves in the capacity of a given role to take a necessary action before the campaign moves on to the next step in the workflow.

You can see a typical workflow example in the Building Workflows Scenario.

For more information setting up workflow sequences, See "Managing Workflows"

Page Workflow Menu Options

Page Workflow Menu options include:

If you want to schedule publication for a page, then choose Submit to Workflow.

ClosedView Workflow Sequence

You can see the process of the page through workflow by choose Workflow > See Workflow Sequence.

View Workflow Sequence popup

When you are finished viewing, click Close.

ClosedPage Publishing

When you publish a page, it goes live on the website. To publish a page from Site Editor, select Workflow > Publish Now.

The page goes live on the website and appears in the Publication Activity container in the Control Center.

ClosedSubmitting into Workflow

To submit a page into workflow, schedule it for publication or delay publication of the page until any translations are complete:

  1. Select Submit into Workflow from the Workflow menu.

Submit to Workflow popup

  1. Fill in the appropriate information.
    • Under the Select Workflow field, choose the appropriate workflow.
    • Choose a publish date (which can be set in the future) and time
    • Optionally, choose a date for the page to be removed from the live website and automatically archived.
  2. If you are not submitting into workflow and simply want to schedule publication or an archive date, you can choose Publish. The page will go live at the appropriate scheduled time.
  3. If you have chosen a workflow, click Submit.

 

See "Workflow Process"

ClosedPublishing in the Future / Scheduling Publication

You can also set your content to publish in the future.

To publish at a future date and time:

  1. Choose Submit into Workflow under the Workflow menu.
  2. Set the date and time of day for publication in the Publish Date fields.
  3. Click the Submit or Publish buttons as appropriate.

 

ClosedArchiving content automatically

If you want content to automatically be removed from the website when it becomes out of date (such as a promo for a holiday sale), you can set a parameter to do so when publishing.

Choose Workflow > Submit into Workflow

Fill out the Archive Date fields.

Then click the Submit or Publish buttons as appropriate.

See "Submitting a Page for Translation"

Page Workflow and Publishing

 

iAPPS is a product of Bridgeline Digital

Copyright 2014 Bridgeline Digital. All rights reserved.

Technical Support

1-800-430-3539
https://support.iapps.com

Bridgeline Digital

Headquarters
80 Blanchard Road
Burlington, MA 02180

http://www.bridgeline.com