Use this workflow to publish a previously approved webpage or asset on AEM.
Users needed for this workflow: Initiator
We have created three ways to view this guide:
Step 1
Select your page or asset that you want to publish.
Step 2
Click on the '+ Create' button in the top left hand corner of the page.
In the dropdown presented, select the 'Workflow' option.
Step 3
In the pop-up that displays, there are two elements to fill in.
Firstly, the 'Select Workflow Model' field.
Select 'Aegon Publish Workflow' from the dropdown options.
Secondly, the 'Enter title of workflow' field.
Fill this field in with your initials and a brief overview of your request. If there are any external source references that apply, please add these in.
For example: RGO - Publishing easyJet campaign (MOS 123456)
Once both fields have been filled in, select 'Start'.
You will be presented with a warning pop up - You are going to trigger Aegon Publish Workflow workflow on 1 asset(s). Please confirm to proceed. Check that you have selected the correct workflow and only on the one item. If correct, select 'Proceed'. If incorrect, select 'Close'.
Step 4
Once created, navigate to your AEM inbox (bell icon in the top right hand of your screen).
You will continue this workflow in your AEM inbox.
Step 5
In your inbox, you will have a task assinged to you. This task is called 'Publish Workflow request'.
Highlight the task by selecting the icon next to the task name.
Once selected, select the 'Complete' option in the top left hand corner of the screen. You will be presented with a form in a pop-up.
Step 6
At the top of the form, you are relayed the page/asset file name. Check if this is correct. If this is incorrect, please contact the Digital Team to cancel this workflow.
If correct, fill in the rest of the form.
Publishing type - Select when you want the page/asset to be published.
- Publish immediately
This will publish the item as soon as you select 'Submit' - Scheduled publish
You will have the option to select the date and time the item should go live.
Scheduled date - Select the date and time you want the item to go live. You cannot select a weekend. If the item must go live on a weekend, please message the Digital Team.
Additional comments (optional) - If you have any information that you need recorded with this publication, you can enter it into this field.
Once you have filled in the form, select 'Submit'.
Step 7
A task will be assigned to you in your AEM inbox called 'INFO - Publication task complete'.
At the point, you must check the live site to ensure the item has been published.
If you scheduled your item, make a note to check the live site at the required date and time.
Once you have checked the item, highlight the task by selected the icon next to the task name.
Select the 'Complete' option in the top menu bar. This will present a pop-up.
In this pop-up, you have the option to add a comment if required.
Click on the 'Complete' button.
This workflow is now complete and has closed.