ContextHub - Workflow configuration

Context Item Workflows

This option enables you to provide the "workflows/states" that are used when creating new Context Types.

1. Click on "Config" located in the top bar of ContextHub.
2. Go to the PLATFORM CONFIGURATION menu.
3. Select "context item workflow".

You will be led to the State Configuration page where you will see a table that lists your states.

Add a Context Item Workflow

1. Click on the "+Add item" option highlighted in blue above the configuration table.
2. A new workflow config side panel opens. Fill in the fields of this panel. In this panel you can enter the states and substates of your workflow. However, the states list must include a start and end state.
3. Enter the start and end state where requested in the panel.
4. Once the panel requirements are completed, click on the "Save" button.

Note: Your new workflow will be added to the workflow configuration table.

Note: Search for a specific Context Item Workflow using the search bar located at the top right of the screen. 

Note: The search bar only accounts for the “Name” column. 

Delete a Context Item Workflow

1. Select "Context Item Workflows" in the PLATFORM CONFIGURATION menu.
2. Identify the workflow you wish to delete, and click on the three vertical dots at the end of the selected row.
3. Click on delete.

Changing workflow order

You can reorder the workflows by clicking on the title of each column. To refine your workflow order further you need to reconfigure your workflows.

1. Select "Context Item Workflows" in the PLATFORM CONFIGURATION menu.
2. Identify the workflow you wish to reorder, and click on the three vertical dots at the end of the selected row.
3. Click on Configure workflow.
4. Rename the workflow or add a state as required.
5. Click on save
6. Click on the column head that you wish to reorder.

Note: New workflows can be reordered as needed. But once the workflow is created its start and end items will be fixed in place and only the inner items can be reordered.