This task is for users with the OC Site Manager or OC System Administrator roles.
The most effective way to use workflow is to apply them to content types, but you can also use page permissions to apply a workflow to a specific page or section within your site tree.
This may be effective if you have a section of your site that must be approved by a specific user but includes multiple content types. Before you apply any workflows through page permissions, please note the following:
- The relevant workflow must already exist in More > Workflow for you to apply it through page permissions.
- If you apply a workflow to a page or branch through page permissions, all pages with the permissions will go through the workflow, regardless of content type. For example, if you set child page permissions for a branch of pages to go through your workflow specifying OC Events, any OC General pages within that branch will also go through the events workflow.
- You must apply the same workflow in the Approval Workflows and Workflow Update tabs to have pages go through the workflow when published and updated, even if your workflow has both New item and Updated item checked.
- Like all page permissions, to apply a workflow to the parent and child pages of a branch in your site tree, you must apply workflows for both the current and child page permissions.
To apply workflows through page permissions:
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Right-click on the relevant page in your site tree and select one of the following options:
- Set Child Pages Permissions: Set a workflow for all pages below the selected page. This option will apply to all child pages and grandchildren pages unless a different permission is set at a lower level.
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Set Current Page Permissions: Set a workflow for the selected page.
- Go to the tab that corresponds to the workflow you are setting. The three tabs relate to different workflow stages; they are:
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Approval Workflows: Choose a workflow for new pages only. This tab lists workflows with the Workflow type of Update/New > New item.
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Workflow Update: Choose a workflow for updated pages only. This tab lists workflows with the Workflow type of Update/New > Updated item.
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Workflow Delete: Choose a workflow for deleting pages. This tab lists workflows with the Workflow type of Delete.
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Approval Workflows: Choose a workflow for new pages only. This tab lists workflows with the Workflow type of Update/New > New item.
- Check Click here to customise the workflow for this branch of the site.
- Under Select the required workflow stages, check each relevant workflow.
- Select Apply Changes.
When the specified action is taken on a page, the page or branch of your site tree will go through the workflow.