Workflow editor

The workflow editor is where you define custom workflows for your content lifecycle management.

Each workflow consists of a name and two sections containing

  • conditions for either marking pages as Review Required or Archivable,

  • and notification settings defining which persons to notify once a condition is fulfilled.

In the example below, the Default workflow is set, so that the Review Required badge will be automatically assigned to pages that are 90 days without an update, or 60 days without any view.

In the reports, Breeze will then notify the page creator, the last contributor, and two individual persons (Annika and Molly) to review the corresponding pages.

Likewise, the example also shows that the Archivable badge will be automatically assigned to pages that haven’t been viewed for 120 days. In this case, the page owner will be notified as well as Martin, who might be in charge of archiving obsolete pages.

Example workflow

 

Once a workflow is assigned to spaces via the overview, the associated spaces also show at the top when editing a workflow in the editor, as shown below.

☝️Please notice:
Editing workflows requires the user to have admin rights for all spaces the workflow is assigned to.

Workflow assigned to “Test space” and “Internal dashboard”