Set Up Workflows

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This article will show you how to set up workflows for a page.

Important Notes:

  • This feature must be enabled by contacting Support.

  • System administrators will be able to override the workflow, if necessary.

Who can use this feature?

System Administrator | Owner

Instructions

  1. Sign in to your site

  2. Navigate to Modules and on the Site Tools tab, select Group Administration:The Modules drop-down menu expanded, on the Site Tools tab, with the Group Administration option highlighted.

  3. Create a group of users that should be part of the approval chain:The Group Administration screen with the Add Back-End Group button highlighted.

  4. Navigate to the page you wish to add to and ensure that Live Edit Is On:Municipal Websites Central header with Live Edit toggled to On.

  5. Select the Properties tab:The Live Edit pane, with the Properties tab highlighted.

  6. Select Workflow:The expanded Live Edit pane on the Properties tab with the Workflow button highlighted.

  7. Click Add User Or Group:The Live Edit pane on the Properties tab in the Workflow sub-tab, with the Add User or Group button highlighted.

  8. Use the Select Approver drop-down menu to select the desired approval group:The Live Edit pane on the Properties tab in the Workflow subtab with the Select Approver drop-down list expanded.

  9. Select Save Page Changes:The Live Edit pane on the Properties tab in the Workflow subtab with the Save Page Changes button highlighted.