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Setup article workflow

Overview


The Articles module offers different workflows depending on the size of the team, or if there is an approval process in place. Consider the following and choose which workflow will serve the needs of your team best.


If only one person writes, edits and publishes the articles, a Simple workflow suffices. If the group process is informal, and no one has to approve articles for publishing, a Simple workflow suffices.


If there is a formal workflow of approving articles before publishing (or translating), then the team should use an Approval workflow. If some users are authors, some are editors, some are publishers, etc. and an author cannot publish to the website directly, then use the Approval workflow.



How to


Article Module setup for Simple workflow

For most websites, the simple workflow will provide all the functionality needed for publishing articles to the website.



  • Expand the Articles module, click on Articles settings
  • (The Articles settings interface will appear)
  • Click on the Workflow tab
  • Workflow: Leave all fields unchecked 
  • (if any checkmarks are removed, Save the changes)




Article Module setup for Approval workflow

The Approval workflow is needed when the person who writes the article sends the article to another person for review and approval, before the article can be published to the website.



  • Expand the Articles module, click on "Articles settings"
  • (The Articles settings interface will appear)
  • Click on the Workflow tab



  • Workflow:
    • Approval workflow:
      • Use the approval workflow: set checkmark, if there are dedicated editors, and authors are not allowed to publish directly to website
      • Authors can edit once 'done' or 'approved' articles: depends on your internal workflow
      • Translate only after approval: depends on your internal workflow
    • Early access:
      • Early access is covered in a different article
    • Other options:
      • These are for special use cases



Additional Information





2025-12-18 to review

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