You are likely to supplement the installed ATG project workflow to suit your special requirements. You should create a workflow by copying the installed workflow and use that as your starting point. In general, you should adhere as closely as possible to the original workflow, especially with respect to elements that handle deployment. Creating project workflows from scratch is not recommended.

Before you make structural changes to an existing workflow, make sure it is not in use by open projects; doing so invalidates those projects and make it impossible to deploy their assets. Structural changes include adding or deleting elements. You can safely make cosmetic changes to a workflow such as changing its display name, and changing security access rights to a workflow and its elements.

Phasing Out a Workflow

When you introduce a new workflow to replace another one, you can safely phase out the old workflow by simply removing access rights to it. In this way, only the new workflow is accessible, and the deprecated workflow is phased out as soon as all current projects that use it are complete.


Edit a workflow in the following steps:

  1. In the ACC, locate the project workflow to use. Currently installed workflows are located in:

    Workflow > Publishing > ATG Content Administration

  2. Right-click the project workflow name and choose Duplicate Workflow Definition.

  3. Set the new workflow’s location to the ATG Content Administration folder.

  4. Give the duplicate workflow an appropriate name.

  5. Click OK.

  6. Open the new workflow for editing.

  7. Assign a display name and description to the new workflow. The display name appears as an ATG Content Administration operation on the Home page of the Business Control Center. Users choose this operation in order to start a project that uses this workflow.

    To edit the display name and description:

  8. Change the workflow as desired. For detailed information on editing workflows, refer to the ATG Personalization Guide for Business Users. See also the next section, Workflow Action Elements.

  9. If desired, set appropriate access rights on the workflow and individual task elements. Workflow access rights determine whether users can create a project with that workflow, and the tasks that they can manage.

    To set access rights for the workflow:

    • Right-click the initial Workflow element.

    • Choose Edit Details > Set Access Rights.

    To set access rights for a task element:

    • Right-click on the task element

    • Choose Edit Details > Set Access Rights.

    For detailed information about setting access rights to workflow and workflow elements, see Project and Workflow Security in the Managing User Access and Security chapter.

  10. Save changes to the new workflow.

    Note: A workflow can be saved only if the deployment elements have defined targets.

  11. Reassemble and redeploy the Web application containing ATG Content Administration. The next time you run the Business Control Center, the new project workflow appears under the ATG Content Administration list of project types.