Agility CMS

Admin

Demo Site: Configured Workflows

This guide documents the workflows configured in the Demo Site through the Security/permissions system.

Workflow Overview

Workflows in the Demo Site are configured through role assignments and Security/permissions settings, not as separate workflow configurations.

Common Workflow Patterns

Content Creation Workflow

Pattern:

  • Editor creates content → Publisher reviews and publishes

Configuration:

  • Assign "Editor" role to content creators
  • Assign "Publisher" role to content publishers

Blog Post Workflow

Pattern:

  • Author creates post → Editor reviews → Publisher publishes

Configuration:

  • Assign "Contributor" role to blog authors (can edit own posts)
  • Assign "Editor" role to content editors
  • Assign "Publisher" role to content publishers

Multi-Step Approval Workflow

Pattern:

  • Editor creates content → Reviewer approves → Publisher publishes

Configuration:

  • Assign "Editor" role to content creators
  • Assign "Approver" role to reviewers
  • Assign "Publisher" role to publishers

Role Assignments

Recommended Roles

Content Editors:

  • Role: Editor
  • Permissions: Create and edit content, manage components

Content Publishers:

  • Role: Publisher
  • Permissions: Editor permissions + publish content

Blog Authors:

  • Role: Contributor
  • Permissions: Create and edit own posts only

Designers/Developers:

  • Role: Designer
  • Permissions: Editor permissions + manage models and components

Administrators:

  • Role: Admins
  • Permissions: Full instance access

Item-Level Permissions

For granular workflow control, configure item-level permissions:

  1. Navigate to content list, component, or page model
  2. Click "Properties" or "Security"
  3. Configure permissions for specific roles or users
  4. Set approval requirements if needed

Workflow Best Practices

  1. Start Simple: Begin with simple workflows
  2. Use Built-in Roles: Use built-in roles when possible
  3. Document Workflows: Document workflow steps and roles
  4. Test Workflows: Test workflows before going live
  5. Regular Review: Review workflows regularly

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