Applying and Advancing a Workflow
Learn how to add a workflow to a page and advance it to completion.
In this section, we'll outline what a workflow looks like on a page. This is the "view" through which most interactions with a workflow will take place (in other words, this is not about configuring workflows, but using them in a typical publishing scenario).
Create a new page
Create a page using the Confluence "Create" button in the Confluence Menu Header.
Note the Page Status
Just under the Title and author information, note the drop-down selection that says "Draft". This is the Content Flow Workflow Status toolbar, it is currently displaying the status of the page. "Draft" means that it is visible only to admins, and those with Edit restrictions on the page.
Apply a Workflow
The first step is to Initiate the Workflow. To do so, click the Workflow Status toolbar and select Approve/Reject. This opens the Workflow viewer.
Add Content
Add page content...
View the Workflow
Inside the Workflow viewer, note the steps of the workflow.
Each step corresponds to a User (or member of a Group) and an action (described by the label)
The First step is assigned to the Editor (page creator in the case of an Automatic Workflow)
Advance the Step
To advance to the next step, leave a comment (optional) and then click "Approve"
This will send a notification to the next user (or group) alerting them that an action is now required.
If need be, you may also "Return" a step and send it back to the previous user or group. This will alert them, along with your comment, about why the changes were rejected.
Note that at each step, any participant in the workflow may edit the page and then advance the workflow
The steps continue in this fashion until the last step is approved.
Complete the Workflow
At this point, the Page is published and thereby visible to all with view access to the space.
Once the workflow is complete, the status should read "Published"