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Flex Workflow allows you to send Content to be reviewed by other users.<= /p> |
Flex Workflow is a functionality which manages the process of reviewing = Content and collaborating. You can use it to send Content items to other us= ers for review. They will be notified of your request and will be able to l= ook through your work and either publish or modify it and send for further = review.
Flex Workflow is a functionality of eZ Studio, but it is accessible from= the Content mode.
Flex Workflow basics
Flex Workflow operates on drafts of Content items.
After creating a new Content item or making changes to it, you do not pu= blish it, but instead send a draft to be reviewed by a different user. This= user will then be notified of your request for review and will be able to = view your draft. Then they can introduce their own modifications, creating = a new draft, or leave your draft as it is. Finally, they can publish the la= test draft (yours or their own) or send it on to another reviewer.
Sending Content fo= r review
1. Go to the Content mode and either:
- navigate to the Content item you want to modify and introduce your chan= ges or
- create a new Content item.
2. Click Send for Review in the Action= bar.
3. Choose the reviewer for your draft. Type part of the= ir name and you will see a menu with users whose names match this part. Sel= ect one of the reviewers.
4. Optionally, type in a message that will be sent alon= gside your request for review.
5. Click Confirm.
=20You automatically leave Edit mode and a new draft of the Content item is= created. This is equivalent to clicking Save in the Actio= n bar.
Reviewing Content
Notific= ation about requests for review
When you are selected as a reviewer for a Content item, you receive a no= tification about it by email. The message contains a direct link to the dra= ft.
As a reviewer you also receive notifications in your user profile. When = you are logged in, a number appears next to your profile picture (in the to= p right corner of the screen) which shows how many requests for review you = have received.
Click your profile and choose View notifications. You can see a Notifica= tions window with a list of all requests.
Notifications window=
Additionally, a message bar appears at the bottom of the screen as soon = as a request is sent to you. It contains a link to the Content item to revi= ew.
Approval Timeline
When you enter the Edit mode of a Content item which has been sent to re= view, you will see the Approval Timeline at the top of the screen:
Approval Timeline
This timeline lists all review requests that have been sent out for this= Content item.
Introducing changes
You can modify or publish the draft in the same way you edit a standard = Content item. If you want to send it on to another reviewer, the procedure = is the same as when sending the initial draft.
It is possible to modify the template of the email which is sent wi= th the notification.