Create a workflow in Studio
In this video, you’ll learn how to set up review and approval workflows in Studio EAP, so your content team can track entries through different editing processes and quickly view their status and history of changes.
To set up workflows in Studio EAP, you'll need to:
Be a Contentful administrator.
Install Studio in a space environment where you want to use it.
Have no more than 20 steps per workflow.
Watch the video below to learn how to set up review and approval workflows, define roles and actions per step, and assign the workflow to a page type.
You can use the chapter menu in the video to skip to a specific topic.
Tools and resources
Creating a Workflow
Open Studio. On the left panel of the Studio dashboard, select the workflows tab. In the Workflows dashboard, click Manage Workflows at the top right corner. 4. Click Create a new Workflow at the top right corner of the Workflows page. 5. In the "Workflow Details" sidebar, add a workflow name, description and Content Type.
Workflow rules: editing and publishing permissions
As a section within a Workflow step, rules enforce governance by restricting the editing or publishing rights to authorized users or teams at certain stages of the content creation process. The user roles and permissions are based on the permissions granted on an admin space level.
Workflow actions
Each step includes automated actions that can be implemented to notify colleagues when a step reaches a point within the workflow. Workflow actions consist of three options: Email, Slack and Task. To create an email notification in Workflows: In the drop-down menu, select Email as the notification option for this Workflow step change.
