Documentation for Content Creation Workflow

Following modules are used for implementing workflow in the system :

1. Workbench​ – ​ Workbench is a module for implementing the workflow in the system. It provides the core functionality to the additional workbench modules.

Workbench gives us three important solutions:

• A simplified workbench interface for users who only have to work with content. The ability to control who has access to edit any content based on an workflow structure.
• A customizable editorial workflow that integrates with the access control feature described above or works independently on its own

Dependency modules: Views , Ctools

Configuration:

Step 1: Goto Structure -> Content type -> Articles

Step 2: Select “Publishing options” -> Enable Create new revision -> Enable Moderation of revision

2. Workbench Access – ​ This module provides access right to the user for accessing the workflow. This module is required by Workbench module for implementing the access rights. ​ When creating and editing content, users will be asked to place the content in an editorial section. Other users within that section or its parents will be able to edit the content. A user may be granted editorial rights to a section specific to his account or by his assigned role on the site.

Configuration: ​ Workbench Access creates editorial access controls based on hierarchies. So we have to create some taxonomy (categories) for implementing the access rights.

Step 1​ : Goto Structure -> Taxonomy and create a taxonomy name Workflow and add the terms.

• Workflow

  -Create

  -Publish

Step 2​ : Goto Configuration -> Workbench Access -> Settings In the “Active access scheme”- Select “Taxonomy” and select the taxonomy that have created in the previous step. In Enable the Content type on which the content is going to work – select “Articles”

Step 3​ : Select the “Role” tab at Workbench Access Create – add Author, Editor and Reviewer roles to the create section. Publish – add Reviewer role to the publish section.

3. Workbench Moderation​ : This module is use for adding states and transtions for implementing the workflow. ​ It adds arbitrary moderation states between node "creation" and "published" node states, and affects the behavior of node revisions when nodes are published. Moderation states are tracked per revisions rather than moderating nodes, (i.e) it moderates the revisions. Some of the states added in the system are Draft, Needs Review, Publishable and Publish.

Configuration:

Step 1​ : Goto Configuration -> Workbench Moderation Select “States” tab – where we can add as many state as we want.

Step 2​ : Select “Transition” tabs under “Workbench Moderation” We can add all the probable Transition that can occur from one states to another in this section. The basic transition that we add are –

• Draft to Needs Review
• Needs Review to Draft
• Needs Review to Publishable
• Publishable to Needs Review
• Publishable to Publish