When you create a workflow, you assign approval rights to users by role. Before you create a workflow, you must associate roles and task rights in Security assignments for users to approve content. For example, you can assign users to approval roles based on the type on the content of the parts they review. You can also select whether a role has all workflow-related rights or only limited rights. For more information, see Security Assignments.
| 1. | From Administration, click Workflows. Workflows appears. |
| 2. | Click New workflow. The New Workflow screen appears. |
| 3. | In the Name field, enter a unique name for your workflow so users with rights to manage workflows can quickly identify the workflow in Workflows and when they create Formatted Text and Images parts. |
| 4. | In the Description box, enter more information to help identify the workflow, such as an explanation of when to apply this workflow to a part. |
| 5. | In the Part Type field, select whether the workflow applies to a Formatted Text and Images part or a Formatted Text and Images (Secured) part. |
| 6. | To make the workflow the default for the selected part type, select Default for this Part Type. When you select this checkbox, the workflow appears with an asterisk (*) when users select the workflow for parts of the type selected in the Part Type field. |
| 7. | In the Approval Roles grid, assign Can Approve security rights for each role. To designate the approval role to a user’s role, select its checkbox. |
| 8. | Click Save. You return to Workflows. |
Note: After you save a new workflow, we recommend you assign its part approval notifications. Part approval notifications alert the users who create or approve a part that uses the workflow when the approval status changes. To assign notifications to a workflow, you can edit the workflow or notification. For more information about notifications, see Notifications.