Configure a Workflow State

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Steps

1. Add/Edit a workflow and add/edit a state to the workflow.

2. Enter the name of the state.
3. Select the roles that need to review the content at this stage of the process.
   • To filter the displayed roles, select the role group from the Filter By Group dropdown.
   • To add another role to the list, choose the additional role from the Select Role dropdown, and click/tap Add.
   • To add a specific user to the list, enter part of their display name, select the correct user from the list, and click/tap Add.
   • Check the appropriate checkboxes to enable each role to perform actions.
4. Choose whom to notify if the state changes.