Request
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A request is the workflow that applies changes to an item after review and approval before they are published. You create a request from an item on the Content screen and list and review requests on the Request screen in the left menu.
Status
Section titled “Status”A request has one of the following four statuses.
| Status | Meaning |
|---|---|
| DRAFT | A draft state |
| WAITING | Waiting for a reviewer’s approval |
| APPROVED | Approved by a reviewer, and the target items have been published |
| CLOSED | Closed without approval. It can be reopened |
A request is in WAITING as soon as it is created. DRAFT cannot be chosen at creation.
What a request holds
Section titled “What a request holds”| Item | Content |
|---|---|
| Title | The name that identifies the request. Required |
| Description | A description of what the request contains |
| Reviewers | The people who approve it. At least one must be specified |
| Target items | The items included in this request, and their versions. Editing an item after the request was created does not add that change to the existing request |
| State | One of the statuses above |
| Created By | The person who created the request |
| Created At | The date and time it was created |
What the list shows
Section titled “What the list shows”The list on the Request screen shows the following eight columns.
- A column with no header: the icon that opens the detail screen
- The number of comments (the header is a message icon)
- Title
- State
- Created By
- Reviewers
- Created At
- Updated At
When you open the list, it is filtered to the WAITING state. The list can be filtered by state, created by, and reviewers. For created by and reviewers, you can choose between narrowing to yourself and showing all.
Review and approval
Section titled “Review and approval”A reviewer can do the following with a request.
- Approve: approves the request. On approval, the target items are published.
- Close: closes and ends the request. A closed request can be reopened.
A request can be approved by a user in a role that has the approval permission and who is assigned as a reviewer for that request. Closing and reopening are determined by permissions separate from approval. For what each role can do, see Roles and permissions.
Relationship to publishing
Section titled “Relationship to publishing”Whether publishing an item goes through a request is determined by the request requirement setting of the project.
- A user in a role for which a request is required does not publish items directly; they create a request and send it to review.
- A user in a role for which a request is not required can publish items directly if they have the publish permission. Without the publish permission, an item cannot be published even when no request is required.
While an item’s status is REVIEW or Published & REVIEW, that item cannot be published and no new request can be created for it. The target items are published at the moment the request is approved.
Comments
Section titled “Comments”Comments can be posted on a request. For details, see Comment.