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Defining initial statuses

When a new object or object version is created in the repository, the object/version needs to receive a status in order to become part of the workflow.

About this task

It is possible to define a different initial status for each user role. Usually regular users submit content in a status of a Draft type. For system administrators, you may want to create an initial status that bypasses part of the workflow. For instance, when uploading legacy content, you may want to upload the content in the initial status of Released or Approved.

For a specific role, the initial status can be defined differently for each object type since images, topics, maps or libraries (topics) can each have a different creation and/or review process.

Procedure

  1. Log in as administrator to the Content Manager Web Client.
  2. Select the Settings tab.
  3. Select the Initial Statuses tab in the left part of the screen.
  4. Select the Properties for the user role you want to associate the initial status with.
  5. Select an object type in the drop down list.
  6. Select the initial status you want to define for the object type you have chosen. Hold the CTRL-key to select more than one status.
  7. Select OK.

Results

Now when any user in the user role you modified create an object of the type you selected, or an object version, this new object/version will have the selected initial status.