This task is for users with the OC Workflow Manager, OC Site Manager, or OC System Administrator roles.
Workflows are set up to make it easy to change approval roles or users or edit the content types that go through them. Generally, we recommend editing workflows rather than deleting them. For example, you may need to edit a workflow to:
- Add or remove a new approval role or internal approver
- Add or remove a content type
- Add or remove a workflow email scenario
- Change the number of days before a page is escalated
Edit a Workflow
To edit an existing workflow:
- Go to More > Workflow.
- Expand the Content Approval stages or Content Deletion stages menu and select your workflow.
- Switch between the Overview, Approval, Content Type, or Email tabs to make your changes. If you change anything in the Content Type tab, we recommend noting it in the Description field in the Overview tab.
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Save your changes.
Any edits take effect immediately, but you may want to submit a page for testing.
Delete a Workflow
If a workflow is no longer necessary, you can delete it. Before you try to delete, please ensure that any pages within the workflow are approved or rejected; if pages remain, you will see an error message stating Please ensure that the workflow you are attempting to delete does not contain any content or documents prior to deleting it.
To delete a workflow:
- Go to More > Workflow.
- Expand the Content Approval stages or Content Deletion stages menu and select your workflow.
- Select Delete.
- Select Submit in the Warning dialog box, and your workflow will be deleted. Select Cancel to go back.