How do I configure and use blog workflows?

Tom Paolucci — Mon, 07 Mar 2022 21:39:21 GMT

Current Revision posted to User Documentation by Tom Paolucci on 03/07/2022 21:39:21

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Managing a workflow is done by going to the Manage Blog -> Post Options and selecting a Review Workflow type. Only users with permission to edit both the blog and the blog's group can make changes to the workflow. Note: Mirrored blog posts are not subject to the workflow process.

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Editing - Any user identified as a reviewer can make edits within the review queue. Edits made are not subject to review and directly applied to the post. An audit entry will be logged in the review history if an edit occurs.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

When denying content, the reviewer has the option to request edits from the author. If edits are requested, the author is notified and becomes the current assignee. If edits are not requested, the review request is complete.

If a reviewer request changes when denying, the author receives a notifications to review the request. Using the review queue, the author can use the ‘Edit’ feature to make changes and submit changes for review using the ‘Approve’ button. Upon submission, the review process will restart.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.

Reviewers in the last phase are allowed to “undo” a previous "Deny" by approving a previous request. If this is done, it overwrites the details from this request to the current blog post. If a request makes it through the full process with approvals and is published, a reviewer cannot “undo” already published changes. To make changes in this case edit the post directly.

Review History Expungement

Review history will be removed according to the moderation expunge time (Administration->Moderation->Moderation Options->Expunge Time Window). Changes to the value affect review requests moving forward and do not affect existing requests marked for removal.

Modifying Workflow Notifications

The steps to modify the text of the Workflow Notifications:

Click Pencil Icon > Automation > Automation Studio
In the upper drop-down select: Review workflow automations
Select the appropriate workflow [Phase-Based/Simple]
Click on Resources
All Notification Resources are identified with the prefix Notification_

How do I configure and use blog workflows?

Kevin Cunningham — Mon, 02 Dec 2019 16:54:51 GMT

Revision 7 posted to User Documentation by Kevin Cunningham on 12/02/2019 16:54:51

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.

Review History Expungement

How do I configure and use blog workflows?

Kevin Cunningham — Tue, 19 Nov 2019 22:04:08 GMT

Revision 6 posted to User Documentation by Kevin Cunningham on 11/19/2019 22:04:08

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.

Review History Expungement

How do I configure and use blog workflows?

Kevin Cunningham — Tue, 19 Nov 2019 22:03:31 GMT

Revision 5 posted to User Documentation by Kevin Cunningham on 11/19/2019 22:03:31

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.

Review History Expungement

How do I configure and use blog workflows?

Kevin Cunningham — Tue, 19 Nov 2019 22:02:50 GMT

Revision 4 posted to User Documentation by Kevin Cunningham on 11/19/2019 22:02:50

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.

Review History Expungement

How do I configure and use blog workflows?

Kevin Cunningham — Tue, 19 Nov 2019 22:02:24 GMT

Revision 3 posted to User Documentation by Kevin Cunningham on 11/19/2019 22:02:24

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.

Review History Expungement

How do I configure and use blog workflows?

Kevin Cunningham — Tue, 19 Nov 2019 22:01:40 GMT

Revision 2 posted to User Documentation by Kevin Cunningham on 11/19/2019 22:01:40

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.

Review History Expungement

How do I configure and use blog workflows?

Kevin Cunningham — Tue, 19 Nov 2019 19:14:56 GMT

Revision 1 posted to User Documentation by Kevin Cunningham on 11/19/2019 19:14:56

When a review workflow is selected, new and edited posts enter the workflow to approval before being published.

Select a Workflow Type

Managing a workflow for a blog is done by going to the Manage Blog -> Post Options and selecting a Review Workflow type.

Simple Workflow - With a simple workflow there is one step for approval.

Multi-Phase Workflow - With a multi-phase workflow, the post will move to the next phase only after it is approved.

Both simple and multi-phase workflows support individual users, role or a combination of both as reviewers.

Authoring Posts

Blog post authors are notified when a post will be subject to review.

Making Edits to a Post Already in Review

If a post already has a change review in process, submitting a new change will restart the review process.

Reviewing

When a post is published, all users in the next phase will get a notification there is a review request. Within the review queue a reviewer can preview, approve, edit, and deny the change.

Phase Overview - If multi-phase is enabled, the current and next phase will be identified in text and visually.
Blog Post Tab - Shows the submitted title and body
Options Tab - Shows any configured options for the post. This includes items like publish date, url slug, tags, SEO details, and more.
Review History - The history of the review. Note: The platform will have system entries logged as part of moving the request through the workflow alongside the reviewer action history.
Author Details - Information about the author.

Previewing - To see the content being reviewed more closely to its final representation.

Approving - Any user identified as a reviewer can approve the review request. Once a post is approved it will be published or move on to the next phase if using a multi-phase workflow.

Denying - Any user identified as a reviewer can deny the review request. If denied, the review request does not move to the next phase if using a multi-phase workflow.

Viewing Past Reviews

Reviewers can see finalized reviews using the ‘In Process’ view and selecting ‘Approved’ or ‘Denied’ filters.