Applying Workflows to Pages applying-workflows-to-pages

When authoring, you can invoke workflows to act on your pages; it is also possible to apply more than one workflow.

When you apply the workflow, you specify the following information:

  • The workflow to apply.
    • You can apply any workflow (that you have access to, as assigned by your AEM administrator).
  • Optionally, a title that helps identify the workflow instance in a user’s Inbox.
  • The workflow payload; this can be one or more pages.

Workflows can be started from:

See also:
AEM administrators can start workflows using several other methods.

Starting a Workflow from the Sites Console starting-a-workflow-from-the-sites-console

You can start a workflow from either:

In both cases, you must Specify the Workflow Details in the Create Workflow Wizard.

Starting a Workflow from the Sites Toolbar starting-a-workflow-from-the-sites-toolbar

You can start a workflow from the toolbar of the Sites console:

  1. Navigate to and select the required page.

  2. From the Create option in the toolbar you can now select Workflow.

    Create workflow from the toolbar

  3. The Create Workflow wizard will help you specify the workflow details.

Starting a Workflow from the Timeline starting-a-workflow-from-the-timeline

From the Timeline you can start a workflow to be applied to your selected resource.

  1. Select the resource and open Timeline (or open Timeline and then select the resource).

  2. The arrowhead by the comment field can be used to reveal Start Workflow:

    Create workflow from the timeline

  3. The Create Workflow wizard will help you specify the workflow details.

Specifying Workflow Details in the Create Workflow Wizard specifying-workflow-details-in-the-create-workflow-wizard

The Create Workflow wizard will help you select the workflow and specify the required details.

After opening the Create Workflow wizard from either:

You can specify details:

  1. In the Properties step, the basic options of the workflow are defined:

    • Workflow model

    • Workflow title

      • You can specify a title for this instance, to help you identify it at a later stage.

    Depending on the workflow model, the following options are also available. These allow the package created as payload to be kept after the workflow completes.

    • Keep workflow package

    • Package title

      • You can specify a title for the package, to help identification.
    note note
    The Keep workflow package option is available when the workflow has been configured for Multi Resource Support and multiple resources have been selected.

    When complete, use Next to proceed.

    Specifying workflow properties

  2. In the Scope step you can select:

    • Add Content to open the path browser and select additional resources; when in the browser, select Select to add the content to the workflow instance.

    • An existing resource to see additional actions:

      • Include children to specify that children of that resource are included in the workflow.
        A dialog box opens to let you refine the selection according to:

        • Include only immediate children.
        • Include only modified pages.
        • Include only already published pages.

        Any children specified are added to the list of resources to which the workflow will apply.

      • Remove Selection to remove that resource from the workflow.

    Define workflow scope

    note note
    If you add additional resources, then you can use Back to adjust the setting for Keep workflow package in the Properties step.
  3. Use Create to close the wizard and create the workflow instance. A notification is displayed in the Sites console.

Starting a Workflow from the Page Editor starting-a-workflow-from-the-page-editor

When editing a page you can select Page Information from the toolbar. The drop-down menu has the option Start in Workflow. This opens a dialog where you can specify the required workflow, together with a title if necessary:

Starting a workflow from the page editor