Tutorial: Set up custom workbench moderation for blogs

If a blog is created, you can configure workbench moderation to ensure that the blog is reviewed before it is published in the Developer Portal.

Before you begin

You must have administrator access to complete this task.

About this task

By completing the tutorial, you can create specific transition states for blog entries to follow in the Developer Portal before they are published, and can configure permissions on the Content Author role so that they can moderate blog publishing.

Procedure

  1. To enable the workbench moderation module:
    1. On the administrator dashboard, click Modules.
    2. In the Search text field, enter the following modules:
      • Workbench
      • [V5.0.5 or later]Drafty
      The Workbench, [V5.0.5 or later]Drafty, and Workbench Moderation modules appear.
    3. Select the toggle buttons for the Workbench, Drafty, and Workbench Moderation modules so that a green tick is displayed.
    4. Click Save configuration.
      Note: You must rebuild your content access permissions after completing this step.
  2. To enable revisions and moderation for Blog entry:
    1. On the administrator dashboard, click Structure > Content types.
      The Content types window is displayed.
    2. Click edit for blogs.
    3. Click Publishing options and select the check boxes for Create new revision, then Enable moderation of revisions.
      Important: You must ensure that the Published check box is not selected.
    4. From the Default moderation state drop-down list, select Draft.
    5. Click Save content type.
    6. On the administrator dashboard, click Reports > Status report
    7. In the Node Access Permissions section, click Rebuild permissions, then click Rebuild permissions again.
  3. To configure workbench states and transitions for Blog entry:
    1. On the administrator dashboard, click Configuration > Workbench > Workbench Moderation.
    2. In the New state text field, enter Final Review, and enter Final mandatory review before the blog can be published in the Description text field.
      Note: You must reconfigure Views after completing this step.
    3. Click Save.
    4. Select the Transitions tab.
    5. Select the check box in the adjacent to Publish, then click Save.
    6. In the Transition Name text field, enter Submit for Final Review.
    7. Select Needs Review from the From drop-down list, and Final review from the To drop-down list.
    8. Click Save.
    9. In the Transition Name text field, enter Reject from Final Review.
    10. Select Final Review from the From drop-down list, and Draft from the To drop-down list.
    11. Click Save.
    12. In the Transition Name text field, enter Publish.
    13. Select Final Review from the From drop-down list, and Published from the To drop-down list.
    14. Click Save.
  4. To set up the permissions for Blog entry for the Content Author role:
    1. On the administrator dashboard, click People > Permissions > Roles.
    2. Click edit permissions for the Content Author role.
    3. Ensure that the following check boxes are selected:
      Node permissions
      • View content revisions
      • Revert content revisions
      • Blog entry: Edit own content
      • Blog entry: Create new content
      Workbench Moderation permissions
      • View all unpublished content
      • View the moderation messages on a node
      • View moderation history
      • Use "My drafts" workbench tab
      • Use "Needs review" workbench tab
      • Moderate all content from Needs Review to Draft
      • Moderate all content from Final Review to Draft
      • Moderate all content from Needs Review to Final Review
      • Moderate all content from Final Review to Published
    4. Click Save permissions.
  5. To specify the permissions that specific roles require to access the workbench dashboard:
    1. On the administrator dashboard, click Configuration > Workbench > Workbench Moderation > Check permissions
    2. Select content author from the Drupal role drop-down list.
    3. Select Moderate content from the Moderation task drop-down list.
    4. Select the Blog entry check box.
    5. Click Check permissions.
      A list of recommended actions are displayed at the top of the Workbench Moderation window. By following the recommended actions, you can assign the permissions that are required for a role to access the workbench dashboard.

Results

You have created specific transition states to ensure that a blog does not get published unless it passes the final review, and that a Content Author can moderate the transition states of the blog.