Change Workflow

Visual Builder allows you to change the workflow of a web page directly within the page editing interface. This feature streamlines task assignment, progress tracking, and team collaboration without switching interfaces.

To change the workflow of a web page using Visual Builder, log in to your Contentstack account and perform the following steps:

1. Navigate to your stack and select Visual Experience.
2. Click Builder in the bottom pill menu.
3. Use the URL bar to open the page for which you want to update the workflow.
4. Click the “horizontal ellipses” icon and select Change Workflow.

   

5. In the Change Workflow Details modal, perform the following steps:
   1. Select one or more entries and click Next.
   2. Choose the appropriate Workflow Stage.
   3. Optionally, set the due date using the Date Picker tool.
   4. Assign the stage using one or both of the following dropdowns:
      • User(s): Assigns the stage to selected individual users.
      • Role(s): Assigns the stage to all users associated with the selected roles.

        Tip: The assigned workflow appears in the user’s Tasks section.

   5. Check Notify via email to send email notifications to the assignees.
   6. Optionally, provide any additional information or instructions in the Add comment field.
   7. Click Update Workflow to apply your changes.

The selected entries are updated with the new workflow.

Note: Workflow stages can be updated in bulk only if all selected entries share the same workflow and current stage.