Adding workflow to managed pages

The default workflow that is used for managed pages has only a draft and approved state. However, if the default workflow is not sufficient, you can define custom workflows and use them with managed pages.

Before you begin

Before you perform this task, ensure that you add the Portal Site library to the list of libraries that you can edit with the authoring portlet. In the authoring portlet, click Preferences, and then click Configure or Edit Shared Settings.

About this task

To use a custom workflow with a managed page, you must create a page template and specify the custom workflow on the template. When you create a managed page that is based on the template, the custom workflow is used for the page.
Important: Users with Privileged User access can personalize a page by adding content or by making other customizations to the page. Because Privileged User access is inherited by pages by default, your custom workflow can be bypassed by users with this access. If you want to ensure that users can update the page only through the workflow, disable the inheritance of Privileged User access for the page.

Procedure

  1. In the authoring portlet, create any workflow stages that you require and then create the custom workflow.
  2. Create a project to use for creating the page template.
    Note: Because you can set a workflow only on draft items, you must create the template as a draft in the context of a project. After you add your custom workflow to the draft, publish the draft to make the page template available.
  3. In the project menu, select the new project as the current context.
  4. Click Administration > Portal User Interface > Page Templates.
  5. Click New Page, and create the page template.
  6. Click Save Draft.
  7. Add the workflow to the template.
    1. In the site toolbar, click Edit in the page properties section.
    2. In the Page Properties window, click Security.
    3. In the Workflow section, click Select in the Workflow field.
    4. Select the custom workflow, and save your changes.
  8. Approve and publish the project to make the page template available for use.
    1. In the project menu, click Manage in the project actions section.
    2. Select the page template in the list of project items, and click More > Approve.
    3. Click Publish Project.

What to do next

After you complete this task, you can select the new page template when you create a page in a project, and the custom workflow is automatically used.