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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add Users or Groups to a Workflow

  • Updated:

This article will show you how to add Users or Groups to a page Workflow.

 

Important Note

 

Who can use this feature?
System Administrator | Owner

 

 

Instructions

  1. Sign in to your site and navigate to your desired page
  2. Ensure that Live Edit Is On
    Live Edit is On.
  3. Select Properties on the vertical tabs
    Properties tab.
  4. Select the Workflow tab
    Workflow.
  5. Tick the box to Use workflow on child pages if you want to apply this workflow to child pages. Leave it blank if you only want to apply this workflow on the current page.
    Use workflow on child pages.
  6. Click Add User or Group
    Add user or group button.
  7. In the Approval List section, use the dropdown to select an approver
    Select approver.
  8. (Optional) Repeat steps 6 to 7 to add more approvers
  9. (Optional) Drag-and-drop people and groups to re-order them.
    Drag-and-drop to re-order.
  10. Click Save Page Changes
    Save page changes.
    Note: The Workflow is automatically published after the final approval.
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