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Setting up a Submit and Review Process

This How-to applies to: 2.1

Plone has a great built-in review process workflow. Learn the fundamentals here.

Submitting

At the upper-right corner of the editing area, you’ll notice that the status of a newly-added page is Public Draft (or “Visible” in some versions of Plone). Until the content is Published, it won’t appear to the public. To change the status of your new page, click the State menu in the green task bar to display the list of available states. To submit an object for review, select Submit from the drop-down menu.
 
When an item is submitted for review, it moves into the review state. This is an intermediary state before the content can be published. It allows for the review of content by users of your site with the Reviewer role, before it goes live for the entire world to see. After you've submitted the content, you'll notice that the content is now in the review state by looking at the box in the top-right corner. You'll also notice that there's no longer an edit tab.


Pending State





In the example above, the content has been submitted for review, the state has changed to Pending, and the edit tab is no longer an option.

Note: Users with the manager role can edit content at any time, so they can quickly go in and fix a typo without having to go through the review step. It's assumed that users with a manager role are trustworthy! If you're a manager, you can go to any piece of content and will see the edit tab. At that point, click Edit to alter the document to make your changes.

Reviewing

If you're a reviewer, then in the right column of the home page you'll see a new review list when you first log in. This is a list of the items that have been submitted for review and need reviewing by you or another reviewer.

Review ListThe review list will appear on the right when you log in as a user with the review role and there are items to review. You can tell you're logged in because your name will appear in the member bar. The review list gives a list of items to review. Click the document to open the item. At this point you essentially have the following choices for this item:

Reject it: Reject it by selecting Reject from the drop-down choices. This will move the content back into the public draft state and assumes that as a reviewer you're unhappy with it. Usually you may want to click the Advanced option to open the comments form and add some comments stating why you're rejecting it.

Approve it: Approve it by selecting Publish; this will change the content into the published state. This will make the content publicly available.

Do nothing: Leave it by doing nothing. This leaves the content in limbo but sometimes happens when you need to check information or talk to others. Eventually you should return to do something with this content because it'll continue to show up in your list of items until you make one of the previous actions.

Edit it: Edit it, and then perform one of the previous actions.

Once you've moved content out of the review state by publishing or rejecting it, it will no longer show up in the review list.

by samk last modified 2007-10-10 09:12
Contributors: Sam Knox
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