Add a custom states workflow

1 Adding the workflow | 2 Defining states | 3 Default markup | 4 See also

Overview

Use this feature to create and add a custom workflow when applying a page workflow to an individual page or blog post.

Add workflow - Workflow picker - Workflow with custom states

You amend the existing state names and add additional states before adding the workflow to the page or blog post.

This feature is only available in page mode.

Adding the workflow

To display the Add Workflow dialogue box.

Choose Page Tools > Add Workflow...

In the Add workflow dialog box:

Add workflow options - page workflow or space workflow

To add a workflow in page mode:

Select Apply only to "pagename"
Choose Next to open the Add workflow picker

Add workflow dialog box - Workflow with custom states selected

Choose Workflow with custom states

iI's at the bottom of the scroll-down list.

Defining states

Choose the Workflow with custom states. A box appears with two default states:

In Progress
Approved

Add workflow - Workflow with custom states, with two default states

Using this box, these two states can be

removed
replaced by new states
appended with additional states added

Enter the states you want, separated by commas.

The order added is the order they are displayed in the workflow builder and the initial order of the states in the workflow. If required, you can change the order of the states later in the workflow builder or the markup editor.

Open the workflow builder:

Choose Apply & Customize

Workflow builder - Default Custom States Workflow

The default workflow is unrestricted (state lozenges are blue) - there is no final published state in the workflow.

In workflow builder, the custom states workflow can be edited before applying it to the page. This includes

Renaming the workflow
Adding states or editing state names
Changing the order of the states in the workflow
Adding approvals and transitions to states
Defining a state as a final state
Enabling read confirmations for the final state

To add and apply to the page:

Choose Save
Exit

You can view and test the new workflow on your page or blog post.

To make further changes, edit the workflow using the workflow builder or the markup editor.

In workflow builder, administrators can save the new page workflow as a template stored at the space level or the global level with appropriate administrator permissions. This lets you share a workflow across spaces in your instance.

For help in creating a custom workflow, see: Editing the workflow with the workflow builder.

Default markup

The markup for the custom states workflow is shown below. It includes just the state macros for the states you listed.

An example is shown below.

{workflow:name=Custom States Workflow}
    {state:In progress|taskable=true}
    {state}
    {state:Approved|taskable=true}
    {state}
{workflow}

For more information about workflow macros and their markup, see: Macros.