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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Set a Default Workflow Status

  • Updated:

This article will show you how to set a status as the default for a workflow. 

 

Important Note

  • The Published status cannot be set as a default status for a workflow.
  • In the Default Workflow, Draft is the default status. This means that when you create a content item or asset and select Save, that item will be saved with a Draft status by default. If you create a custom workflow and specify a different default status, any content item or asset that the workflow applies to will be saved with that default status.

 

Who can use this feature?

Owner | Developer

 

 

Instructions

  1. Navigate to Settings and select Workflows from the secondary navigation
    Settings tab in left navigation with Workflows selected in secondary navigation.
  2. Click the gear icon next to the Workflow you wish to edit
    Gear icon next to workflow.
  3. Hover to the left of the status you want to choose as the default and select the arrow icon that appears
    Arrow icon next to workflow status name.
  4. Scroll up and click Save
    Save.
  5. The status will now be the default and when relevant content or assets are saved, they will be saved as that status

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