Defining a simple content workflow
Dynamic Content includes features to help enhance your content production workflow: content item statuses and the ability to assign content to one or more users.
Content statusLink copied!
Content statuses can be used to indicate the status or progress of content, and support workflows, such as translation, in your content production process. You can define up to 100 statuses per hub and give each its own label and color.
Adding and editing content statusesLink copied!
To add, view and edit a content status, choose "Status" from the settings menu.
If the status feature is not available on your hub, contact your Customer Success Manager to have it enabled.
The "Status settings" window is displayed for you to manage up to 100 statuses for a hub. In the example below we've defined a set of statuses to support a translation workflow.
To add a new status click the "+" icon. Give the item a label and choose a color. In this example we're adding a status of "Image review".
When you've entered a label and color, click the Save icon to the right of the color.
To edit an existing status, change its label or color and click the Save icon. Any changes you make to the name or color of a status will be propagated to any items that already use the status.
It's not currently possible to delete a status.
Setting a status for contentLink copied!
Once statuses are set up for a hub, they can be used to track the progress of content through a workflow. To do this, you set statuses for content items and slots. Statuses do not enforce any functionality and are simply a visual guide.
Developers can set up webhooks to send notifications when content status is changed.
Setting a status for a single itemLink copied!
To set the status for an item in the content form (shown below) or in the content library, you use the "Status" menu. When you create a new content item and save it, you can set a status from the "Save" dialog.
When you set a status from the content library, if an item doesn't have a status, hover the cursor over the item to display the "Status" menu.
Setting a status for multiple itemsLink copied!
To set a status for multiple items, select them in the content library and choose a status either from the toolbar, or from the right-click menu. To quickly select all displayed items, use "Select all". See Performing bulk actions.
This example shows setting a status for multiple items in grid view.
Filtering content by statusLink copied!
You can filter the content library to show content with selected statuses only, for example, to show only content that requires translation.
In this example, the Draft status is selected, so only items with this status are displayed.
Assigning content itemsLink copied!
You can assign content items to yourself or to one or more other users, and filter the content library by assignee. This allows you to focus on just those content items that you need to work on. You can also filter your Dashboard's “Assigned content” panel, to easily track content assigned to you.
Developers can set up webhooks to automatically notify users when content is assigned to them. See our example Slack integration for assignee changes.
Assigning a single item to usersLink copied!
To assign or un-assign an item in the content library or the content form (shown below), use the "Assign to" menu or the "Assign to" icon (shown in the content form below). When you create a new content item and save it, you can assign it from the "Save" dialog.
When you assign an item from the content library, either use the contextual menu or hover the cursor over the item to display the "Assign to" icon.
From the "Assign to" dialog choose from recent assignees, or search for other users by name.
Assign the item to a user by clicking the checkbox next to their name and un-assign the item by deselecting the checkbox.
Assigning multiple items to usersLink copied!
To assign multiple items to users, select the items in the content library and choose “Assign to” from either the toolbar (1 below), or the right-click menu. Tip: to quickly select all displayed items, click "Select all". See Performing bulk actions.
Any users to which the selected items are already assigned are included in the dialog and their checkbox represents that either:
- All of the selected items are assigned to the user (2 below)
- Some of the selected items are assigned to the user (3 below)
In our example, all of the items are already assigned to user "Me". One item is assigned to user "Jon", so their checkbox is partially selected.
From the "Assign to" dialog choose from recent assignees, or search for other users by name. Assign or un-assign all of the selected items to a user by clicking their checkbox. This example shows we have selected to assign the content to a user from the Recent assignees list.
The content library is updated to show the items are assigned to another user. Hovering over the "Assigned to" icon displays a popup with the full name of each assignee.
To un-assign content from a user, deselect their checkbox in the “Assigned to” dialog. If the dialog is open for multiple items, you can un-assign them by clicking “Clear all assignments”.
Filtering the content library by assigneeLink copied!
You can filter the content library by assignee by clicking the "Filters" icon. This allows you to focus on the content items that you, or other users, are working on. The assignee filter can be combined with other filters such as content status, so you could choose to list items that are marked with a status of "In Review" and which are assigned to the selected user or users.
In the example below we're filtering on items assigned to the current user ("Me") with a status of "In Review".
The view of the content will be updated to match the chosen filters.
Item propertiesLink copied!
Assignees are shown in the item properties pane and reflected in the item's revision history.
Assigning a content item will be listed in the item's revision history but will not generate a new version of the item.