The Logic section of the workflow provides the two main features - Status and Approval Status.

General

Both the Status and the Approval Node share the same General Configuration and Extra tab. These tabs consists of the key features of the Status and what occurs on certain events when the page is in this Status.

Page Expiry & Page Edit

The designer defines the amount of time the page can stay in this Status using the Time to Page Expiration dropdown (from 1 day → 2 years), and what happens to the page in this Status once that expiry is met.

The options for what happens when the Page is Edited are the same and self explanatory:

  1. Stay on Current Status

  2. Transition to Previous Status

  3. Transition to Initial Status

  4. Transition to Next Status

For Page Expiry, these are the same except with an additional No Expiry setting.

Emails

There are two available emails that can be sent using the general configuration

  1. On Transition

  2. On Expire

Users now have the ability to specify which groups of users will receive these emails, Page Creator, Collaborators and Watchers

Extra

The extra tab gives the user the opportunity to give the Status a colour. The colour you choose will be used in the Search and Workflow Info pages, making it easier to differentiate between your workflow Statuses.

Status

The unique tab for the general Status is the Conditions tab, where you define which users/groups can transition the page once it’s in this Status.

Field Name

Field Type

Description

Users to Transition

User Select

Enter a list of users who should be able to transition from this status to the next.

Groups to Transition

Group Select

Enter a list of groups who should be able to transition from this status to the next.

Page Creator

Boolean

Toggle this on if the Page Creator should be able to transition.

If you set multiple options such as a group, user and the page creator as your conditions then it behaves as an OR operator. If the user fits any of the criteria then they will be able to transition.

If you leave them all empty then any user will have the ability to transition the page

Approval

The unique tab for the Approval status is the Approval tab, here you can specify what is required for the Status to be approved.

Field Name

Field Type

Description

Approvers (Users)

User Select

Specify the users you want to approve this status

Approvers (Groups)

Group Select

Specify the groups you want to approve this status

Approved Quorum Size

Number / All

Total number of approvals before the page transitions to the next Status in the workflow.

If you select "All" then all the users must approve, to transition.

Rejected Quorum Size

Number / All

Total number of rejections before the page transitions to the next Status in the workflow.

If you select "All" then all the users must reject, to transition.

Require Comment on Action

Boolean

Enforces the Approver to add a comment as to why they’re approving/rejecting

Require Token on Approval

Boolean

Enforce All Approvers to use an Approval Token when making their Approvals

Email Assigned Approvers

Boolean

Send an email to all the users who a required to approve the Page

Email Page Creator on Action

Boolean

Email the Creator of the Page once any approver approves/rejects the page.