How to edit the publishing settings of a Process

Every Process has publishing settings that control where it appears, who wrote it, when it goes live and how many times people can submit it.

This guide will walk you through each of the publishing settings for a Process.

This guide covers:

• Opening the settings
• Title and description
• Publish locations
• Tags
• Related content
• Author
• Key dates
• Process options
• Finishing up
• Considerations, tips & guidance

Before you start:

• You need to be assigned the Process Manager permission
• This guide follows on from How to create a Process, and is also useful when you need to change the settings of an existing Process

Opening the settings

1. If you're not already in your Process, go to the Actions button > Manage > Manage Business Processes and select the Process name.
2. Select Edit settings. A panel opens with all the options.

Title and description

• Title: select it to change it.
• Description: select the placeholder text and type a description. It appears when your Process comes up in search results.

Publish locations

• Location: Oak uses the area you're in as the default. To change it, select Edit, choose a new area in the Object Picker and select Confirm.
• Also publish in: to show the Process in other areas too, select Edit, choose as many areas as you like and select Confirm.

Tags

Tags help people find your Process in search. For example, adding the tag "IT help" to an internet troubleshooting Process means it appears when people search for IT or help.

• Type a word or phrase. To add more than one tag, separate them with a comma or press Tab.
• Oak also suggests tags and shows ones you've used recently. Select one to add it.

Related content

Point people to other content they might find useful:

1. Select Edit to open the Object Picker.
2. Find the content you want to link to and select Confirm. For help, see How to use the Object Picker to select areas, content and people.

Related content appears as a list. Select the X next to an item to remove it.

Author

1. Select Edit.
2. Search for the person and select their name. A green tick appears.
3. Select Confirm.

Key dates

• Publish date: select Immediately (or the current date), choose Set a custom date, pick a date and time and select Done.
• Expiry date: content never expires by default. To set one, select Never, choose Set a custom date, pick a date and time and select Done.

Process options

These options are only available for a Process:

• Submission limit: select No limit, enter a number, then select anywhere in the settings area to close the pop-up.
• Prevent multiple submissions: tick this to stop people submitting more than once. It overrides any limit you've set.
• Anonymous: tick this to make the first step of each submission anonymous. This only applies to the first step.

Finishing up

When you're happy with your settings, select Close or select Edit settings again to hide the panel. Then select Publish, or Save & exit if you're not ready yet.

Considerations, tips & guidance

• Choose a location that the people who need the Process can see. If people can't view content in the main location, they won't see the Process in the Also publish in areas either.
• Changing the author is handy when you're publishing on behalf of a colleague.