Review Workflows

EnterpriseThis feature is available with an Enterprise plan.

The Review Workflows feature allows you to create and manage workflows for your various content-types. Each workflow can consist of any review stages for your content, enabling your team to collaborate in the content creation flow from draft to publication.

IDENTITY CARD

Plan

CMS Enterprise Plan

Role & permission

Super Admin role in project's admin panel

Activation

Available by default, if required plan

Environment

Available in both Development & Production environment

Configuration

Path to configure the feature: Settings > Global settings > Review Workflows

For the review workflows to be usable in the Content Manager, the default one should be configured or a new one should be created.

The default workflow is configured to have 4 stages: To do, In progress, Ready to review, and Reviewed. All 4 stages can be edited, reordered or deleted as needed, and it is also possible to add new stages.

Creating a new workflow

1. Click on the Create new workflow button or on the edit button of a workflow.
2. In the workflow edit interface, configure the new workflow:

   Setting name	Instructions
   Workflow name	Write a unique name of workflow.
   Associated to	(optional) Assign this workflow to one or more existing content-types.
   Stages	Add review stages (see Adding a new stage).

3. Click on the Save button. The new workflow will be displayed in the list view and for every content-type assigned.

Note

The maximum number of workflows and stages per workflow is limited.

Editing a workflow

Adding a new stage

1. Click on the Add new stage button.
2. Write the Stage name.
3. Select a Color.
4. Select Roles that can change the stage, if the entity is currently in that review stage.
5. Click on the Save button.

By default new stages are appended, but they can be reordered anytime using the button.

Tip

To set up roles for each stage, you can either click "Apply to all stages" to apply the current roles to all other stages of the workflow or use "Duplicate stage" of the stage context menu.

Duplicating a stage

1. Click Duplicate Stage in the context menu of the stage.
2. Change the name of the duplicated stage.
3. Click on the Save button.

Deleting a stage

To delete a stage, click in the context menu of the stage, then Delete.

If you delete a stage that has pending reviews, the reviews will be moved to first stage in the workflow. Every workflow needs to contain at least one stage and therefore it is not possible to delete the last stage.

Deleting a workflow

To delete a workflow click on the delete button of a workflow in the list view.

Note

It is not possible to delete the last workflow.

Usage

Path to use the feature: Content Manager

Changing review stage

As content is created and revised among your team, you can change the review stage of the content to any stage defined in the review workflow.

1. Access the edit view of your content-type.
2. In the Review Workflows box on the right side of the interface, click on the Review stage drop-down list.
3. Choose the new review stage of your entry. It is automatically saved.

Defining assignee

Entries of a review workflow content type can be assigned to any admin user in Strapi for review.

1. Access the edit view of your content-type.
2. In the Review Workflows box on the right side of the interface, click on the Assignee drop-down list.
3. Choose the new assignee of your entry. It is automatically saved.