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Current page status | Content Managers can change it to… | Editors can change it to… | Approvers can change it to… | Publicly visible |
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Draft |
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Review |
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| No |
Published | n/a | Yes | ||
Archived |
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You're ready to publish a page that's in "Draft"
You've been working on a page and are ready to publish it (or publish the changes you made to it).
Fix: Change the moderation state to "Published".
A published page needs updating
You were reviewing the site and came to the determination that one of the published pages needs updates.
Fix: Change the page's moderation state to "Draft" and make the needed changes. This will not affect the published page until the updates are published. When you're ready for that to happen, change the moderation state to "Published" and the new version will replace the original.
Workflow for Editors
When working on content, it will always change to the "Draft" moderation state. If the page is already published, the "Draft" version can be edited while the last published version is still live to the public. That way you can make updates and get them approved without impacting your site visitors.
Common Scenarios
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2There is no automated notification method to let Approvers know a draft is ready to review. When an Editor sets a draft to review, they must tell the Approver.
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You have content ready for review You've edited a page and are ready for your approver to publish it. It's in the "Review" state. Fix: Tell your publisher in person or over phone/email that you have a page ready for approval. There is no automated notification. Your approver said they don't have the ability to publish a page you edited You drafted changes to a page and told your approver it's ready. But they said the system isn't giving them the option to publish it. Fix: Check the moderation state. If it's in "Draft" your approver cannot publish the page. Change the moderation state to "Review", then ask your approver to check again. Your approver told you a page you submitted for review needs more updates You submitted a page to your approver already, but they came back and said it needs more updates. Fix: If it's still in the "Review" moderation state, change it to "Draft" and make the updates. If it's already in the "Draft" moderation state, go ahead and make the updates. When done, change the state back to "Review" and notify your approver. A published page needs updating Either you or your approver was reviewing the site and came to the determination that one of the published pages needs updates. Fix: Change the page's moderation state to "Draft" and make the needed changes. This will not affect the published page until the updates are published by your approver. When you're ready for that to happen, change the moderation state to "Review" and tell your approver it's ready. Workflow for ApproversApprovers can only work with content when they're in the "Review" moderation state. You can see content and it's moderation state by going to "Content" then clicking on "Moderated Content" (just above the content filtering options on the page). You can only publish pages with a moderation state of "Review". Common Scenarios |
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You need to approve content that's still in "Draft" Your editor has drafted changes to a page and said it's ready for your approval, but the moderation state is still "Draft". So you don't have the ability to publish the page. Fix: Talk to your editor (in person or through phone/email) and ask them to change the workflow state to "Review". You need to approve content that's in "Review" Your editor has drafted changes to a page and said it's ready for your approval. The page looks good so you need to publish it. Fix: When looking at the page (while logged in to the site) there is a dropdown under "Change to". Select "Published" and click "Apply". The updates your editor made require revisions before publishing Your editor has drafted changes to a page and said it's ready for your approval. It's in the "Review" moderation state. The page needs a few updates, though, before publishing. Fix: When looking at the page (while logged in to the site) there is a dropdown under "Change to". Select "Draft" and click "Apply". Let your editor know they have changes to make; there is no automated notification. A published page needs updating You were reviewing your site and realized there's a page that needs updates. Fix: Tell your editor about the needed updates so they can make them. You will need to approve the changes after the updates are made. |