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Solution Overview for Business Users / Version 2506.0

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17.15 Three-Step Publication Workflow

When you have created a new article with CoreMedia Studio which should be sent to another editor for review who will then forward it to publication to a third editor, you can use the three-step publication workflow from the three-step publication workflow extension.

Start the Workflow

After having completed a new article you can start publication workflows using the context menu on the content item as shown here:

Start Publication Workflow

Figure 17.41. Start Publication Workflow


Start the Three-Step Publication Workflow

Choose Reviewed and Confirmed Publication from the Workflow Type list.

Start Three-Step Publication Workflow

Figure 17.42. Start Three-Step Publication Workflow


Assign Workflow To People

Assign the task of approving the content item to all other editors by simply selecting the option All Eligible People or by specifying one or more editors:

Assign workflow for approving

Figure 17.43. Assign workflow for approving


Click [Start] to start the workflow instance.

Monitor the Three-Step Publication Workflow

While the three-step publication workflow is yet pending, it is listed under the pending workflows. Notice that as long as it is pending, the content item is locked so that it cannot be edited.

Pending workflow

Figure 17.44. Pending workflow


By double-clicking on the workflow instance it opens in the Workflow App. Here you get the details of the workflow. Most important, you can see the editors the workflow instance is assigned to.

Details of workflow after start

Figure 17.45. Details of workflow after start


Approve Step of the Three-Step Publication Workflow

For editors who the workflow instance is assigned to, it is now listed under the inbox of workflows. Note that the instance's title contains Review as the task to be performed.

Workflow in inbox for review

Figure 17.46. Workflow in inbox for review


By double-clicking on the workflow instance it opens in the Workflow App. You see the workflow details, that is, who has started the workflow and which content item has to be reviewed. Accept the task when you are ready to review and approve the content item.

Details of the workflow before review

Figure 17.47. Details of the workflow before review


You can now review the content item. When everything is fine select [Confirm] as the next workflow step and assign the task to yet another editor like Adam in this example.

Assign workflow to people

Figure 17.48. Assign workflow to people


Click [Apply] ; the workflow instance moves from the inbox to the pending list.

Publish Step of the Three-Step Publication Workflow

Editors who the workflow instance is assigned to - Adam in this example - see the workflow now in the inbox of workflows. Note that the instance's title contains Confirm as the task to be performed.

Workflow in the inbox

Figure 17.49. Workflow in the inbox


By double-clicking on the workflow instance it opens in the Workflow App. You see the workflow details, that is, who has started the workflow and which content item is to be published. Accept the task when you are ready to review and publish the content item.

Details of the workflow before publication

Figure 17.50. Details of the workflow before publication


When everything is fine, and the content item can be published, click [Next Step] . Click Publish and confirm with [Yes, continue] to publish the content item.

The publish step

Figure 17.51. The publish step


Now, the content item is published.

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