The All Workflows View lays out a top-to-bottom flow of steps that a Pub will move through in a Community from submission to publication. Workflows are made up of Stages, a step in a Community's publishing process, where Pubs can be acted upon.
Similar to the All Pubs View, the Workflows View displays a list of Pub Cards, organized by Stage.
Each Stage is listed by Name, along with the number of Pubs currently in the stage. Below, up to three Pubs appears on a Pub Card in the list, which includes:
- the Pub Type
- the Pub Name
- A Move Action, allowing a user to move the selected Pub to a different Stage
- if any Actions can be take on the Pub, a Run action button
Selecting the Pub Name on a Pub Card will take users to the Pub Details page. To make changes to a Pub, select the vertical three-dot menu to the far right of the Pub Card.
If four or more Pubs are in a Stage, a link to the Stage Details Page appears below the final Pub Card. Select See all pubs in stage to visit the Stage Details Page. There, users can view all Pubs in a given Stage.
Stage Details
A Stage Details page provides an overview of a Stage, a list of all Pubs in that Stage, and information for managing the Stage.
In addition to selecting individual Pub Cards, two buttons in the upper-right corner allow users to edit Stage Settings and create Pubs in this Stage.
- Selecting the Edit Stage Settings button will take users to the Stage Settings Sidebar in the Workflows Dashboard, where users can edit and manage all the Pub Types in your Community.
- Select the Create button to create a new Pub. in this Stage.
Pubs
Each Pub appears on a Pub Card in the list, which includes:
- the Pub Type
- the Pub Name
To update or remove a Pub, select the vertical three-dot menu to the far right of the Pub Card.
Selecting the Name of a Pub on a Pub Card will take users to the Pub Details page.
Update Pub
To edit or update a Pub, select the vertical-three dot menu on the right side of the Pub card and select Update from the dropdown menu.
A pop-up appears in the center of the screen with the default form to the update the contents of any Pub Fields. Use the grey bar to the left of the Field to turn on and off a required Field. Enter any updated content and select Save when finished. If update is successful, an alert will appear in the lower-right corner of the interface.
Remove Pub
To remove a Pub, select the vertical-three dot menu on the right side of the Pub card and select Remove from the dropdown menu.
A pop-up will appear to confirm removal, where users can select Cancel or Permanently Remove Pub.
If removal is successful, an alert will appear in the lower-right corner of the interface.