Workflow Configuration

This guide covers configuring workflows in Agility CMS through the Security/permissions system.

Workflow Overview

Workflows in Agility CMS are configured through the Security/permissions system, not as a separate workflow configuration. Workflows are created by assigning appropriate roles and permissions to users.

How Workflows Work

Role-Based Workflows

Workflows are created by assigning roles with appropriate permissions:

1. Roles: Users are assigned roles (Editor, Publisher, Admin, etc.)
2. Permissions: Roles have different permissions (Read, Contribute, Edit, Approve, Publish, etc.)
3. Workflow Steps: Content moves through approval steps based on permissions

Permission-Based Workflow

Workflow Steps:

1. Content Creation: User with "Contribute" or "Edit" permission creates content
2. Content Editing: User with "Edit" permission can edit content
3. Approval: User with "Approve" permission can approve content
4. Publishing: User with "Publish" permission can publish content

Common Workflow Patterns

Simple Workflow

Pattern:

• Editor creates content → Publisher reviews and publishes

Configuration:

• Assign "Editor" role to content creators
• Assign "Publisher" role to content publishers

Multi-Step Workflow

Pattern:

• Editor creates content → Reviewer approves → Publisher publishes

Configuration:

• Assign "Editor" role to content creators
• Assign "Approver" role to reviewers
• Assign "Publisher" role to publishers

Role-Based Workflow

Pattern:

• Different roles can edit, approve, or publish based on permissions

Configuration:

• Assign appropriate roles with required permissions
• Use built-in roles or create custom roles (Enterprise)

Configuring Workflows

Step 1: Assign Roles

1. Navigate to Settings → User Access
2. Assign appropriate roles to users:
   • Editor: For content creation and editing
   • Approver: For content approval
   • Publisher: For content publishing

Step 2: Configure Item-Level Permissions

For granular workflow control:

1. Navigate to content list, component, or page model
2. Click "Properties" or "Security"
3. Configure permissions for specific roles or users
4. Set approval requirements if needed

Step 3: Test Workflow

1. Create content as Editor
2. Submit for approval (if required)
3. Approve as Approver
4. Publish as Publisher

Workflow Best Practices

1. Start Simple: Begin with simple workflows
2. Use Built-in Roles: Use built-in roles when possible
3. Document Workflows: Document workflow steps and roles
4. Test Workflows: Test workflows before going live
5. Regular Review: Review workflows regularly

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