Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Create a Workflow for an Agenda

Prev Next

Workflows create an approval process for the items created in each agenda to ensure that the proper groups or people approve agenda items before they are added to an agenda.

Who can use this feature?

System Administrator | Owner

Instructions

  1. Sign in to your site.

  2. Navigate to Modules, select Content, then click Agenda Center:

    A menu showing various modules with 'Agenda Center' highlighted for easy access.

  3. Select the category you want to add a Workflow to:

    An Agenda Center displaying various boards with agenda counts and submission statuses.

  4. Click the Add Workflow button:

    City Council Agenda Center with options to add workflows and manage items. The Add Workflow button is highlighted.

  5. Enter the Workflow Name:

    The Agenda Center interface showing the Name field highlighted.

  6. Click the Add User or Group button:

    User interface for adding a user or group in the Agenda Center application. The Add user or Group button is highlighted.

  7. Type into the Person or Group Name search box and select the desired name:

    The Agenda Center interface shows the approval list for Attorney roles and permissions.

  8. In the Rules and Alerts column, click the Add Rule button:

    The Agenda Center interface displays user roles and a highlighted option to add rules.

  9. Enter the number of days after no action, then enter the email address that should receive the notification:The Agenda Center interface shows the approval list and email notification settings for actions.

  10. Continue adding users or groups as needed.

  11. Click the Save Changes button:

    The Agenda Center interface shows the approval list. The Save Changes button is highlighted.