What are Workflows?
Workflows add more governance in how work gets done once you have your roles and permissions set up. Workflows are activated to add greater agility, transparency and security in how work gets done in your digital factory.
Workflow Reviewer
A Workflow Reviewer is someone who can review digital resources passed through Workflows under the following conditions:
- They have the correct permissions in one or more Roles (configured in the account under Settings > Roles).
- They are assigned as a Reviewer in an application or site (configured in a site under Site Settings > Platform > Workflow Settings, or in Site Settings > Applications > Configuration > Workflow Settings).
Once these conditions are met, they may be passed digital resources to review through the Workflows process, where they may pass the resource forward from the state "Awaiting for review" to "Awaiting for approval", or may reject the resource back to the "Editing" state if changes are required.
A Workflow Reviewer should have the following permissions in the General tab:
Workflow Approver
A Workflow Approver is someone who is eligible to review digital resources passed through Workflows under the following conditions:
- They have the correct permissions in one or more Roles (configured in the account under Settings > Roles).
- They are assigned as an Approver in an application or site (configured in a site under Site Settings > Platform > Workflow Settings, or in Site Settings > Applications > Configuration > Workflow Settings).
Once these conditions are met, they may be passed digital resource to approve through the Workflows process, where they may pass the resource forward from the state "Awaiting for approval" to "Approved", or may reject the resource back to the "Editing" state if changes are required.
A Workflow Approver should have the following permissions in the General tab:
Workflow Viewer
A Workflow Viewer is a user who may not need to review or approve digital resources, but may benefit from watching workflows as they pass into production for monitoring purposes. Users working with certain digital resources going through multiple iterations could also benefit from coordinating feedback with Reviewers and Approvers.
A Workflow Viewer should have the following permissions in the General tab:
